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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
AMCA
1426
Arthur M. Cohen & Associates
Illinois
$1.07M -$192K -4,170 -14%
DAM
1427
Diamant Asset Management
Connecticut
$1.07M -$23.5K -510 -2%
BJL
1428
Brighton Jones LLC
Washington
$1.06M -$52K -1,128 -4%
LB
1429
Leo Brokerage
Texas
$1.06M -$158K -3,423 -12%
BFC
1430
Bedel Financial Consulting
Indiana
$1.06M +$15.1K +327 +1%
WFI
1431
West Family Investments
California
$1.06M +$164K +3,552 +16%
WDC
1432
Woodward Diversified Capital
California
$1.06M +$28.8K +624 +2%
RG
1433
Rathbones Group
United Kingdom
$1.06M -$77.5K -1,680 -6%
NRS
1434
Neville Rodie & Shaw
New York
$1.05M -$6.92K -150 -0.6%
FFMBT
1435
First Farmers & Merchants Bank Trust
Tennessee
$1.05M -$2.08K -45 -0.2%
CA
1436
Claro Advisors
Massachusetts
$1.05M +$79.8K +1,731 +7%
ASBI
1437
American State Bank (Iowa)
Iowa
$1.05M +$67.1K +1,455 +6%
BCMLT
1438
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.04M
BFIM
1439
Beese Fulmer Investment Management
Ohio
$1.04M -$13.8K -300 -1%
Connor, Clark & Lunn Investment Management (CC&L)
1440
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.04M -$4.67M -101,328 -80%
WFA
1441
WMG Financial Advisors
Tennessee
$1.04M -$5.81K -126 -0.5%
LOPW
1442
Live Oak Private Wealth
North Carolina
$1.04M -$47.6K -1,032 -4%
TBNY
1443
Trustco Bank (New York)
New York
$1.04M -$27.1K -588 -2%
BAM
1444
Beaumont Asset Management
Texas
$1.04M +$6.36K +138 +0.5%
AIM
1445
AHL Investment Management
Florida
$1.03M -$4.15K -90 -0.4%
SAMC
1446
Spectrum Asset Management (California)
California
$1.03M -$1.28M -27,822 -52%
ARC
1447
Advisor Resource Council
Texas
$1.03M +$1.17M +25,386 New
MPIA
1448
Mountain Pacific Investment Advisers
Idaho
$1.03M -$49.9K -1,083 -4%
HCM
1449
Hollencrest Capital Management
California
$1.02M +$83.6K +1,812 +8%
PWA
1450
Phoenix Wealth Advisors
North Carolina
$1.02M +$104K +2,256 +10%

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.