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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
GIA
801
Gladstone Institutional Advisory
Florida
$3.58M +$1.16M +25,212 +40%
VVP
802
Venture Visionary Partners
Ohio
$3.57M +$66.5K +1,443 +2%
RP
803
Rice Partnership
Hawaii
$3.56M -$1.58M -34,266 -28%
CFGS
804
Concourse Financial Group Securities
Alabama
$3.55M -$20.9K -453 -0.5%
AC
805
Annandale Capital
Texas
$3.54M +$59.5K +1,290 +1%
O
806
Ossiam
France
$3.53M -$3.21M -69,639 -44%
DT
807
Diversified Trust
Tennessee
$3.52M -$303K -6,579 -7%
WKWM
808
Walter & Keenan Wealth Management
Indiana
$3.52M +$15.2K +330 +0.4%
EWA
809
EP Wealth Advisors
California
$3.52M +$271K +5,871 +7%
SAM
810
SignalPoint Asset Management
Missouri
$3.5M -$24.1K -522 -0.6%
RIL
811
Rothschild Investment LLC
Illinois
$3.5M -$47.9K -1,038 -1%
NWM
812
Northcape Wealth Management
New York
$3.5M -$83.8K -1,818 -2%
EF
813
Empirical Finance
Pennsylvania
$3.49M +$213K +4,629 +6%
ACM
814
Alpha Capital Management
Texas
$3.49M +$242K +5,253 +6%
BCFS
815
Butensky & Cohen Financial Security
Florida
$3.48M -$9.41K -204 -0.2%
NB
816
NBT Bank
New York
$3.47M -$43.6K -945 -1%
BIM
817
Bridges Investment Management
Nebraska
$3.47M -$257K -5,583 -6%
JHCP
818
Jackson Hole Capital Partners
Oklahoma
$3.46M +$215K +4,671 +6%
RMC
819
Resources Management Corp
Connecticut
$3.46M -$58.5K -1,269 -1%
GVAG
820
Great Valley Advisor Group
Delaware
$3.45M +$959K +20,790 +32%
KHLMTHM
821
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.44M
CW
822
CreativeOne Wealth
Kansas
$3.43M +$1.83M +39,681 +88%
LTI
823
Laffer Tengler Investments
Tennessee
$3.43M +$117K +2,529 +3%
RWM
824
RBA Wealth Management
California
$3.41M +$213K +4,617 +6%
CCT
825
Capital City Trust
Florida
$3.4M -$26.1K -567 -0.7%

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.