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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
CWA
1276
Canvas Wealth Advisors
Kansas
$1.43M +$345K +7,476 +27%
TA
1277
TruWealth Advisors
Louisiana
$1.43M +$156K +3,378 +11%
CA
1278
Continuum Advisory
Idaho
$1.43M -$116K -2,505 -3%
GCC
1279
Guardian Capital (Canada)
Ontario, Canada
$1.43M
Kayne Anderson Rudnick Investment Management
1280
Kayne Anderson Rudnick Investment Management
California
$1.43M -$16.9K -366 -1%
BPM
1281
Bowling Portfolio Management
Ohio
$1.43M +$1.12M +24,351 +225%
CC
1282
Centiva Capital
New York
$1.42M +$1.11M +24,129 +219%
LWP
1283
Lumature Wealth Partners
Georgia
$1.41M -$177K -3,831 -10%
TIA
1284
Trust Investment Advisors
Indiana
$1.41M -$41.5K -900 -3%
MFG
1285
MidWestOne Financial Group
Iowa
$1.41M -$19K -411 -1%
FPAS
1286
Focus Partners Advisor Solutions
Missouri
$1.41M -$7.19K -156 -0.4%
AWC
1287
Adamsbrown Wealth Consultants
Kansas
$1.39M +$6.22K +135 +0.4%
WWM
1288
Wolff Wiese Magana
California
$1.39M -$1.06M -23,010 -40%
MCA
1289
Magnolia Capital Advisors
Mississippi
$1.39M -$955K -20,700 -38%
HCP
1290
Holt Capital Partners
Texas
$1.39M -$137K -2,970 -8%
SCM
1291
Spreng Capital Management
Ohio
$1.38M +$27.7K +600 +2%
PCM
1292
Prana Capital Management
Connecticut
$1.38M +$1.57M +34,056 New
PWM
1293
Perigon Wealth Management
California
$1.37M +$140K +3,036 +10%
P
1294
&Partners
Tennessee
$1.37M +$481K +10,425 +45%
TNA
1295
True North Advisors
Texas
$1.36M +$29.2K +633 +2%
TCOO
1296
Trust Company of Oklahoma
Oklahoma
$1.36M
AW
1297
Alaethes Wealth
Nevada
$1.35M +$170K +3,684 +12%
MCM
1298
Manchester Capital Management
Vermont
$1.35M +$4.43K +96 +0.3%
SIG
1299
Sargent Investment Group
Maryland
$1.35M +$141K +3,048 +10%
CSPIA
1300
Cary Street Partners Investment Advisory
Virginia
$1.35M +$1.03M +22,362 +204%

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.