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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
CI
1026
Cigna Investments
Connecticut
$2.28M -$888K -19,260 -25%
BMA
1027
Brooks Moore & Associates
Tennessee
$2.28M +$278K +6,033 +12%
FBC
1028
Fairfield, Bush & Co
Connecticut
$2.28M -$220K -4,767 -8%
SA
1029
SRH Advisors
Kansas
$2.27M +$692 +15 +0%
HW
1030
Hancock Whitney
Mississippi
$2.26M -$76.8K -1,665 -3%
SAM
1031
Summit Asset Management
Tennessee
$2.26M -$61.8K -1,341 -2%
BBWA
1032
Bell & Brown Wealth Advisors
California
$2.25M +$54.6K +1,185 +2%
MAM
1033
Meeder Asset Management
Ohio
$2.25M -$8.52M -184,785 -77%
AssetMark Inc
1034
AssetMark Inc
California
$2.25M +$641K +13,893 +33%
SMC
1035
Smith, Moore & Co
Missouri
$2.24M -$31.5K -684 -1%
MA
1036
Mutual Advisors
Nebraska
$2.24M +$60.7K +1,317 +2%
BFG
1037
Beacon Financial Group
Texas
$2.24M -$52.6K -1,140 -2%
MWM
1038
Mattern Wealth Management
Kansas
$2.24M -$77.6K -1,683 -3%
BC
1039
Burleson & Co
California
$2.23M -$103K -2,232 -4%
RCAG
1040
Rehmann Capital Advisory Group
Michigan
$2.23M -$87.4K -1,896 -3%
TCA
1041
Transcend Capital Advisors
New Jersey
$2.23M +$68.9K +1,494 +3%
ATPW
1042
Ashton Thomas Private Wealth
Arizona
$2.23M +$25.2K +546 +1%
AIA
1043
AIMZ Investment Advisors
California
$2.21M -$6.64K -144 -0.3%
DFA
1044
Delta Financial Advisors
Louisiana
$2.21M +$1.11K +24 +0%
CIP
1045
Convergence Investment Partners
Florida
$2.21M -$258K -5,598 -9%
WCM
1046
Wunderlich Capital Managemnt
Tennessee
$2.21M +$24.9K +540 +1%
FWP
1047
FAS Wealth Partners
Kansas
$2.21M +$255K +5,538 +11%
RSWM
1048
Robertson Stephens Wealth Management
California
$2.2M +$129K +2,802 +5%
TFS
1049
TrustCore Financial Services
Tennessee
$2.2M +$11.1K +240 +0.4%
CCA
1050
Checchi Capital Advisers
California
$2.19M -$239K -5,187 -9%

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.