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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
EBWM
1251
Eagle Bluffs Wealth Management
Missouri
$1.51M +$61.8K +1,341 +4%
WAAG
1252
Wealth Alliance Advisory Group
Kansas
$1.5M -$70.3K -1,524 -4%
BFM
1253
Boston Financial Management
Massachusetts
$1.5M +$116K +2,508 +7%
JFGIW
1254
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.5M -$76.1K -1,650 -4%
BONH
1255
Bank of New Hampshire
New Hampshire
$1.5M -$480K -10,413 -22%
PI
1256
Pettee Investors
Connecticut
$1.5M
FAIM
1257
Financial Advocates Investment Management
Washington
$1.5M -$27K -585 -2%
GA
1258
GoalVest Advisory
New York
$1.5M +$433K +9,393 +35%
PHIMC
1259
Private Harbour Investment Management & Counsel
Ohio
$1.49M -$10.4K -225 -0.6%
IIL
1260
Insight Inv LLC
California
$1.49M +$43.6K +945 +3%
SS
1261
Sunbelt Securities
Texas
$1.49M -$42.3K -918 -2%
GC
1262
GFG Capital
Florida
$1.47M +$57.4K +1,245 +4%
PMG
1263
ProVise Management Group
Florida
$1.47M -$118K -2,565 -7%
BWM
1264
Baystate Wealth Management
Massachusetts
$1.47M -$43.4K -942 -3%
BTI
1265
Blue Trust Inc
Georgia
$1.46M +$1.36M +29,406 New
MMG
1266
Monetary Management Group
Missouri
$1.46M +$10.4K +225 +0.6%
RFA
1267
Resurgent Financial Advisors
Georgia
$1.46M +$201K +4,359 +14%
AWM
1268
Axxcess Wealth Management
California
$1.45M +$14.1K +306 +0.9%
WA
1269
WBH Advisory
Maryland
$1.45M +$24.5K +531 +2%
RE
1270
RBC Europe
United Kingdom
$1.45M +$34.6K +750 +2%
FCFC
1271
First Commonwealth Financial Corp
Pennsylvania
$1.44M +$22.6K +489 +1%
Jones Financial Companies
1272
Jones Financial Companies
Missouri
$1.44M -$446K -9,678 -21%
IFS
1273
Ifrah Financial Services
Arkansas
$1.44M -$29.3K -636 -2%
BS
1274
Boenning & Scattergood
Pennsylvania
$1.44M -$207K -4,482 -11%
QPWM
1275
Quadrant Private Wealth Management
Pennsylvania
$1.43M +$267K +5,787 +20%

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.