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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
RCM
1401
RB Capital Management
Nevada
$1.11M +$68.1K +1,476 +6%
AWM
1402
Altium Wealth Management
New York
$1.11M -$63.5K -1,377 -5%
MBT
1403
Montecito Bank & Trust
California
$1.1M -$8.02K -174 -0.6%
WEPOG
1404
Wealth Enhancement & Preservation of GA
Georgia
$1.1M -$34.4K -747 -3%
AF
1405
Aldebaran Financial
$1.1M -$233K -5,043 -16%
TCBWMS
1406
Texas Capital Bank Wealth Management Services
Texas
$1.1M +$910K +19,743 +268%
WP
1407
WMS Partners
Maryland
$1.1M -$8.02K -174 -0.6%
PNC
1408
Park National Corp
Ohio
$1.09M -$74.4K -1,614 -6%
VDI
1409
Vaughan David Investments
Illinois
$1.09M -$20.3K -441 -2%
HCM
1410
Highview Capital Management
Illinois
$1.09M +$22.7K +492 +2%
IB
1411
Intrust Bank
Kansas
$1.09M -$51.6K -1,119 -4%
FWTB
1412
First Western Trust Bank
Colorado
$1.09M +$3.6K +78 +0.3%
LCM
1413
LCM Capital Management
Illinois
$1.09M -$6.09K -132 -0.5%
FFS
1414
Founders Financial Securities
Maryland
$1.08M -$67.5K -1,464 -5%
FHC
1415
First Heartland Consultants
Missouri
$1.08M +$49.8K +1,080 +4%
TFP
1416
Tilia Fiduciary Partners
North Carolina
$1.08M +$67.7K +1,467 +6%
GWANC
1417
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.08M +$427K +9,252 +53%
VT
1418
Vise Technologies
New York
$1.08M -$167K -3,612 -12%
DHFB
1419
Dixon Hubard Feinour & Brown
Virginia
$1.08M -$5.67K -123 -0.5%
KCM
1420
Kanawha Capital Management
Virginia
$1.07M +$128K +2,784 +12%
CA
1421
CGN Advisors
Kansas
$1.07M +$374K +8,109 +44%
RA
1422
Rational Advisors
New York
$1.07M +$1.22M +26,448 New
WSC
1423
Wellington Shields & Co
New York
$1.07M +$4.98K +108 +0.4%
BCM
1424
Birmingham Capital Management
Alabama
$1.07M +$18.7K +405 +2%
BC
1425
Bowman & Company
Wisconsin
$1.07M +$180K +3,903 +17%

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.