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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
RJFSA
51
Raymond James Financial Services Advisors
Florida
$287M +$9.28M +201,324 +3%
Canada Pension Plan Investment Board
52
Canada Pension Plan Investment Board
Ontario, Canada
$286M -$180M -3,892,536 -36%
CS
53
Credit Suisse
Switzerland
$274M +$25.3M +547,614 +9%
VOYA Investment Management
54
VOYA Investment Management
Georgia
$265M -$13.4M -290,625 -4%
Bank Julius Baer & Co
55
Bank Julius Baer & Co
Switzerland
$255M +$58.2M +1,261,701 +25%
Wellington Management Group
56
Wellington Management Group
Massachusetts
$255M +$6.86M +148,710 +2%
National Pension Service
57
National Pension Service
South Korea
$246M +$19.5M +422,178 +7%
First Eagle Investment Management
58
First Eagle Investment Management
New York
$239M +$272M +5,889,753 New
Citigroup
59
Citigroup
New York
$238M +$8.2M +177,732 +3%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$231M +$94.2M +2,043,792 +56%
Principal Financial Group
61
Principal Financial Group
Iowa
$219M -$28.6M -619,644 -10%
First Trust Advisors
62
First Trust Advisors
Illinois
$219M +$179M +3,873,051 +255%
Adage Capital Partners
63
Adage Capital Partners
Massachusetts
$208M +$7.76M +168,237 +3%
DZ Bank
64
DZ Bank
Germany
$206M +$27.9M +605,232 +13%
Amundi
65
Amundi
France
$204M +$71M +1,539,117 +47%
Allianz Asset Management
66
Allianz Asset Management
Germany
$201M +$86.9M +1,885,005 +61%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$200M -$16.1M -349,188 -7%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$200M -$5.78M -125,241 -2%
ClearBridge Investments
69
ClearBridge Investments
New York
$199M -$7.06M -153,192 -3%
Fidelity International
70
Fidelity International
Bermuda
$197M +$158M +3,418,260 +237%
CA
71
Cullinan Associates
Kentucky
$196M -$31M -673,317 -12%
Barclays
72
Barclays
United Kingdom
$193M -$123M -2,664,483 -36%
AS
73
Altshuler Shaham
Israel
$184M +$210M +4,550,388 +322,723%
Korea Investment Corp
74
Korea Investment Corp
South Korea
$184M +$31.6M +686,301 +18%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$184M -$2.65M -57,444 -1%

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.