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Walmart Inc

2,620 hedge funds and large institutions have $106B invested in Walmart Inc in 2022 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 1,126 increasing their positions, 1,081 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $2.52B | Put options by funds: $2.33B

4% more repeat investments, than reductions

Existing positions increased: 1,126 | Existing positions reduced: 1,081

1.48% less ownership

Funds ownership: 97.06%95.58% (-1.5%)

4% less funds holding

Funds holding: 2,7302,620 (-110)

18% less funds holding in top 10

Funds holding in top 10: 9679 (-17)

20% less capital invested

Capital invested by funds: $131B → $106B (-$25.9B)

34% less first-time investments, than exits

New positions opened: 140 | Existing positions closed: 213

Holders
2,620
Holders Change
-110
Holders Change %
-4.03%
% of All Funds
44.13%
Holding in Top 10
79
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-17.71%
% of All Funds
1.33%
New
140
Increased
1,126
Reduced
1,081
Closed
213
Calls
$2.52B
Puts
$2.33B
Net Calls
+$190M
Net Calls Change
-$40.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
676
Allworth Financial
California
$4.88M +$543K +11,769 +11%
FM
677
Family Management
New York
$4.86M -$182K -3,957 -3%
NSEDCP
678
NJ State Employees Deferred Compensation Plan
New Jersey
$4.86M
NM
679
NWI Management
New York
$4.86M
EP
680
Edgestream Partners
New Jersey
$4.84M +$5.51M +119,502 New
SWA
681
SFMG Wealth Advisors
Texas
$4.81M +$391K +8,487 +8%
SIM
682
Stratos Investment Management
Ohio
$4.77M +$225K +4,878 +4%
AWS
683
Atria Wealth Solutions
New York
$4.77M -$2.97M -64,326 -35%
Tudor Investment Corp
684
Tudor Investment Corp
Connecticut
$4.76M +$5.22M +113,184 +2,674%
JWM
685
JGP Wealth Management
Oregon
$4.72M +$202K +4,374 +4%
AG
686
Ascent Group
Virginia
$4.71M +$285K +6,180 +6%
FFA
687
Fragasso Financial Advisors
Pennsylvania
$4.7M +$289K +6,273 +6%
S
688
SignatureFD
Georgia
$4.7M -$663K -14,370 -11%
PAS
689
Park Avenue Securities
New York
$4.67M +$168K +3,651 +3%
GIM
690
Goelzer Investment Management
Indiana
$4.64M +$373K +8,097 +8%
MIA
691
MMBG Investment Advisors
Florida
$4.63M -$500K -10,851 -9%
KWMG
692
King Wealth Management Group
Florida
$4.59M -$158K -3,429 -3%
HC
693
Hourglass Capital
Texas
$4.57M +$29.7K +645 +0.6%
AAMA
694
Advanced Asset Management Advisors
Ohio
$4.57M +$5.53K +120 +0.1%
KTM
695
Keeler Thomas Management
Utah
$4.56M -$577K -12,507 -10%
PBC
696
Pavion Blue Capital
California
$4.56M +$264K +5,727 +5%
LG
697
Leuthold Group
Minnesota
$4.55M -$2.89M -62,757 -36%
CBTWT
698
Community Bank & Trust (Waco, Texas)
Texas
$4.52M +$172K +3,723 +3%
CWG
699
Cornerstone Wealth Group
North Carolina
$4.5M +$431K +9,348 +9%
AA
700
ALPS Advisors
Colorado
$4.5M +$5.12M +111,036 New

WMT Hedge Fund Activity: Q2 2022 in Review

2,620 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q2 2022, worth a combined $106B — down 20% from $131B a quarter earlier.

Sellers outnumbered buyers: 213 funds closed out of WMT and 140 opened new positions — a net loss of 73 holders — while 1,081 trimmed existing stakes and 1,126 added.

The largest buyer was Morgan Stanley, adding an estimated $640M. The largest seller was GQG Partners, cutting an estimated $776M.

  • 2,620 institutional investors held Walmart Inc (WMT) as of Q2 2022, down from 2,730 in Q1 2022.
  • Funds reported $106B of Walmart Inc stock for Q2 2022, down 20% quarter-over-quarter.
  • 140 funds opened new Walmart Inc positions in Q2 2022 and 213 closed out, a net change of -73 holders.
  • The largest Walmart Inc buyer in Q2 2022 was Morgan Stanley, an estimated $640M added.
  • The largest Walmart Inc seller in Q2 2022 was GQG Partners, an estimated $776M sold.

Based on aggregated 13F filings for Q2 2022.