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Walmart Inc
WMT

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: 2,730 → 2,620 (-110)

18% less funds holding in top 10

Funds holding in top 10: 96 → 79 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$640M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$368M
3
JP Morgan Chase
JP Morgan Chase
New York
+$331M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$272M
5
Bessemer Group
Bessemer Group
New Jersey
+$251M

Top Sellers

Rank Fund Capital Flow
1
GQG Partners
GQG Partners
Florida
-$776M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$640M
3
AWA
Aaron Wealth Advisors
Illinois
-$443M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$370M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$364M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
901
Guardian Investment Management
California
$2.94M +$706K +15,300 +27%
CTFG
902
Capstone Triton Financial Group
Oklahoma
$2.92M +$33.5K +726 +1%
WPW
903
Waldron Private Wealth
Pennsylvania
$2.92M +$17.3K +375 +0.5%
CIA
904
Choate Investment Advisors
Massachusetts
$2.92M +$153K +3,315 +5%
TPA
905
Trivium Point Advisory
Connecticut
$2.91M -$11.6K -252 -0.4%
CC
906
Carlson Capital
Texas
$2.91M +$3.31M +71,700 New
BI
907
Beecher Investors
Connecticut
$2.9M – – –
WAM
908
Walker Asset Management
Missouri
$2.89M +$88.3K +1,914 +3%
LM
909
Lincluden Management
Ontario, Canada
$2.88M -$73.6K -1,596 -2%
YIH
910
Y-Intercept (HK)
Hong Kong
$2.88M +$3.03M +65,769 +1,246%
HCM
911
HM Capital Management
Missouri
$2.87M +$277K +6,015 +9%
FLI
912
Family Legacy Inc
South Carolina
$2.86M +$277 +6 +0%
CG
913
CFO4Life Group
Texas
$2.84M -$39.7K -861 -1%
BAM
914
Belpointe Asset Management
Nevada
$2.84M -$197K -4,275 -4%
CCM
915
Cullen Capital Management
New York
$2.83M -$11.6K -252 -0.4%
SW
916
SlateStone Wealth
Florida
$2.82M -$2.25M -48,810 -41%
CAM
917
Claret Asset Management
Quebec, Canada
$2.81M -$4.15K -90 -0.1%
ISL
918
Ingalls & Snyder LLC
New York
$2.81M -$22K -477 -0.7%
CBB
919
Citizens Business Bank
California
$2.81M -$14K -303 -0.4%
MHS
920
M Holdings Securities
Oregon
$2.8M -$1.95M -42,255 -38%
GW
921
GW & Wade
Massachusetts
$2.8M +$82.9K +1,797 +3%
TCOV
922
Trust Company of Vermont
Vermont
$2.79M +$115K +2,493 +4%
SS
923
Simplicity Solutions
Minnesota
$2.79M +$274K +5,946 +9%
TMAM
924
Tokio Marine Asset Management
Japan
$2.78M +$695K +15,078 +28%
YIA
925
YHB Investment Advisors
Connecticut
$2.78M -$18.1K -393 -0.6%
35 36
37
38 39

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.