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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
NSIM
1226
North Star Investment Management
Illinois
$1.61M +$5.39K +117 +0.3%
IIC
1227
Ironwood Investment Counsel
Arizona
$1.6M -$63.2K -1,371 -3%
CG
1228
Caprock Group
Idaho
$1.59M +$27.1K +588 +2%
BL
1229
Balentine LLC
Georgia
$1.59M -$2.04M -44,304 -53%
ACM
1230
Allred Capital Management
Texas
$1.58M -$101K -2,184 -5%
BCM
1231
Boltwood Capital Management
California
$1.58M -$24.5K -531 -1%
SACTSONJ
1232
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.58M
FCA
1233
FLC Capital Advisors
California
$1.58M -$41.6K -903 -2%
TCOT
1234
Trust Company of Toledo
Ohio
$1.57M +$2.35K +51 +0.1%
PCA
1235
Peddock Capital Advisors
Massachusetts
$1.57M +$34.3K +744 +2%
SF
1236
Symphony Financial
Texas
$1.57M +$40.3K +873 +2%
GC
1237
Gilbert & Cook
Iowa
$1.57M +$54.5K +1,182 +3%
BDWM
1238
Brewin Dolphin Wealth Management
Ireland
$1.57M +$802K +17,394 +100%
WAM
1239
Weatherly Asset Management
California
$1.57M +$138 +3 +0%
CAGAS
1240
Capital Advisory Group Advisory Services
Minnesota
$1.56M -$34.7K -753 -2%
VWMG
1241
Virginia Wealth Management Group
Virginia
$1.55M -$9.68K -210 -0.5%
IAS
1242
IMA Advisory Services
Colorado
$1.54M +$1.73M +37,437 +7,999%
MIM
1243
MTM Investment Management
South Carolina
$1.53M +$108K +2,337 +7%
CWM
1244
Centric Wealth Management
Illinois
$1.53M +$62.8K +1,362 +4%
9WM
1245
9258 Wealth Management
Ohio
$1.53M +$70.1K +1,521 +4%
CA
1246
Commerzbank Aktiengesellschaft
Germany
$1.53M +$1.24M +26,919 +249%
AIC
1247
Argus Investors Counsel
New York
$1.53M
CWP
1248
Capital Wealth Planning
Florida
$1.53M -$633K -13,731 -27%
PAG
1249
Powers Advisory Group
Illinois
$1.53M -$59.2K -1,284 -3%
PAM
1250
Pegasus Asset Management
New York
$1.52M -$47.2K -1,023 -3%

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.