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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
AWA
976
Arete Wealth Advisors
Illinois
$2.54M +$219K +4,752 +8%
AG
977
Advocate Group
Minnesota
$2.51M +$2.85M +61,857 New
BWA
978
BDO Wealth Advisors
Florida
$2.5M -$11.9K -258 -0.4%
VRM
979
Vectors Research Management
New York
$2.5M -$65K -1,410 -2%
BHC
980
Bowen Hanes & Co
Florida
$2.49M -$2.06M -44,586 -42%
SW
981
SteelPeak Wealth
California
$2.49M -$556K -12,048 -16%
BEI
982
Benjamin Edwards Inc
Missouri
$2.47M +$519K +11,256 +23%
HC
983
HNP Capital
New York
$2.46M -$31.4K -681 -1%
CG
984
Colony Group
Massachusetts
$2.46M +$353K +7,650 +14%
BHB
985
Bank Hapoalim BM
Israel
$2.46M -$468K -10,149 -14%
MIC
986
Meridian Investment Counsel
California
$2.46M
WAP
987
Wealthcare Advisory Partners
Pennsylvania
$2.46M -$74.6K -1,617 -3%
TNB
988
Thomasville National Bank
Georgia
$2.45M -$4.7K -102 -0.2%
GPTE
989
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.45M
HCM
990
Hudson Capital Management
New Jersey
$2.44M +$333K +7,212 +14%
CWM
991
C2C Wealth Management
Arizona
$2.44M -$110K -2,385 -4%
HTC
992
Haverford Trust Company
Pennsylvania
$2.44M -$5.67K -123 -0.2%
BO
993
Bank OZK
Arkansas
$2.44M +$20.2K +438 +0.7%
IAN
994
Integrated Advisors Network
Texas
$2.43M +$637K +13,824 +30%
FGP
995
Foyston, Gordon, & Payne
Ontario, Canada
$2.43M
GP
996
Girard Partners
Pennsylvania
$2.43M +$48.6K +1,053 +2%
RPC
997
Rossmore Private Capital
Connecticut
$2.42M +$5.26K +114 +0.2%
CFM
998
Capricorn Fund Managers
United Kingdom
$2.42M +$40.4K +876 +1%
LWAC
999
Laurel Wealth Advisors (California)
California
$2.41M -$141K -3,048 -5%
MFG
1000
Merit Financial Group
Georgia
$2.41M +$1.98M +42,849 +259%

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.