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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
CBT
1201
CoreFirst Bank & Trust
Kansas
$1.66M +$237K +5,142 +14%
CCM
1202
Chimera Capital Management
New York
$1.66M +$1.89M +40,983 New
ZIG
1203
Zullo Investment Group
Pennsylvania
$1.66M +$43K +933 +2%
AC
1204
Abbrea Capital
California
$1.66M -$23.9K -519 -1%
FCMT
1205
Founders Capital Management (Texas)
Texas
$1.66M -$1.57M -33,981 -45%
AF
1206
Advisornet Financial
Minnesota
$1.65M +$65.7K +1,425 +4%
QCG
1207
Quadrant Capital Group
Ohio
$1.65M -$128K -2,769 -6%
I
1208
INVST
Indiana
$1.65M -$88.3K -1,914 -5%
KWM
1209
Keebeck Wealth Management
Illinois
$1.65M +$212K +4,599 +13%
APP
1210
Avantax Planning Partners
Iowa
$1.65M -$599K -12,990 -24%
QWM
1211
QP Wealth Management
New Jersey
$1.64M -$13.8K -300 -0.7%
MWA
1212
Meridian Wealth Advisors
Texas
$1.64M +$83.4K +1,809 +5%
OIA
1213
Optimum Investment Advisors
Illinois
$1.64M
BAM
1214
Blueshift Asset Management
New Jersey
$1.64M +$1.86M +40,362 New
OHWP
1215
Oak Harbor Wealth Partners
North Carolina
$1.64M +$153K +3,309 +9%
LOIM
1216
Liberty One Investment Management
Illinois
$1.63M -$346K -7,506 -18%
MC
1217
Martin & Co
Tennessee
$1.63M +$43.7K +948 +2%
CWP
1218
CFM Wealth Partners
Texas
$1.63M +$12.9K +279 +0.7%
WCM
1219
Windsor Capital Management
Arizona
$1.63M -$5.39K -117 -0.3%
WWM
1220
WT Wealth Management
Arizona
$1.63M -$590K -12,804 -24%
PH
1221
Pinnacle Holdings
Oklahoma
$1.63M +$19.8K +429 +1%
TC
1222
TAP Consulting
Missouri
$1.62M +$1.3M +28,137 +239%
SWM
1223
SeaCrest Wealth Management
New York
$1.61M +$105K +2,271 +6%
FLPIM
1224
F.L. Putnam Investment Management
Massachusetts
$1.61M -$47.6K -1,032 -3%
GCM
1225
Gables Capital Management
Florida
$1.61M

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.