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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
KC
1101
Kinloch Capital
Virginia
$2.01M +$127K +2,754 +6%
DCM
1102
Dupont Capital Management
Delaware
$2.01M -$1.74M -37,698 -43%
SIAP
1103
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2M -$54.8K -1,188 -2%
OAM
1104
Occidental Asset Management
California
$2M +$11.1K +240 +0.5%
CCG
1105
Ceeto Capital Group
Florida
$1.99M +$6.92K +150 +0.3%
WSFS
1106
Wilmington Savings Fund Society
Delaware
$1.99M -$173K -3,741 -7%
HBWM
1107
Hollow Brook Wealth Management
New York
$1.98M -$38.6K -837 -2%
MCM
1108
Maryland Capital Management
Maryland
$1.98M +$36.5K +792 +2%
PFT
1109
Providence First Trust
Arizona
$1.98M
SWM
1110
Sculati Wealth Management
Michigan
$1.98M +$25.7K +558 +1%
NAMP
1111
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.98M -$14.8K -321 -0.7%
PP
1112
Pacifica Partners
Canada
$1.98M -$14.2K -309 -0.6%
PFGIA
1113
Patriot Financial Group Insurance Agency
Massachusetts
$1.97M -$261K -5,652 -10%
MCM
1114
Monument Capital Management
Virginia
$1.97M -$146K -3,156 -6%
FAM
1115
Fred Alger Management
New York
$1.97M +$200K +4,338 +10%
ABP
1116
Arthur B. Page
$1.95M -$42.9K -930 -2%
PWA
1117
Providence Wealth Advisors
Illinois
$1.95M +$107K +2,331 +5%
DAS
1118
Dynamic Advisor Solutions
Arizona
$1.95M -$58.9K -1,278 -3%
CCM
1119
Crossvault Capital Management
Texas
$1.94M -$128K -2,775 -5%
SNBOSD
1120
Security National Bank of So Dak
Iowa
$1.94M -$6.78K -147 -0.3%
MOS
1121
MGO One Seven
Ohio
$1.94M -$58.5K -1,269 -3%
ST
1122
Smithfield Trust
Pennsylvania
$1.94M +$60.9K +1,320 +3%
GWMIA
1123
Global Wealth Management Investment Advisory
Florida
$1.94M +$164K +3,555 +8%
KIC
1124
Kensington Investment Counsel
California
$1.94M -$37.1K -804 -2%
NAM
1125
NTV Asset Management
West Virginia
$1.94M +$13.8K +300 +0.6%

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.