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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
CL
1501
Choreo LLC
Illinois
$938K -$66.8K -1,449 -6%
AIS
1502
AM Investment Strategies
Tennessee
$938K -$48K -1,041 -4%
DA
1503
Dillon & Associates
Michigan
$934K -$34.6K -750 -3%
WQ
1504
Wealth Quarterback
New Jersey
$934K +$1.06M +23,043 New
PIA
1505
Pinion Investment Advisors
Kansas
$932K +$32K +693 +3%
OFA
1506
Oak Family Advisors
Illinois
$932K +$78.2K +1,695 +8%
PIM
1507
Perpetual Investment Management
Australia
$930K +$166K +3,600 +19%
AWM
1508
Avior Wealth Management
Nebraska
$929K +$38.2K +828 +4%
HIC
1509
Holderness Investments Company
North Carolina
$929K +$151K +3,285 +17%
WW
1510
Waterfront Wealth
Kansas
$926K +$281K +6,093 +36%
CST
1511
Charles Schwab Trust
Nevada
$925K -$11.1K -240 -1%
UCI
1512
Uncommon Cents Investing
Wisconsin
$925K +$15.2K +330 +1%
BPCE
1513
Bank Pictet & Cie (Europe)
Germany
$924K -$74K -1,605 -7%
SAM
1514
Secure Asset Management
Michigan
$923K -$91.7K -1,989 -8%
EWM
1515
Empirical Wealth Management
Washington
$923K +$259K +5,607 +33%
RCM
1516
Raleigh Capital Management
North Carolina
$918K +$70.7K +1,533 +7%
RG
1517
Renaissance Group
Kentucky
$915K +$1.66K +36 +0.2%
TA
1518
TKG Advisors
Indiana
$914K +$286K +6,192 +38%
HCM
1519
HMS Capital Management
Tennessee
$912K +$434K +9,408 +72%
BAM
1520
Byrne Asset Management
New Jersey
$910K -$38.5K -834 -4%
SIC
1521
Sterling Investment Counsel
New York
$910K +$175K +3,804 +20%
FFN
1522
Focus Financial Network
Minnesota
$904K +$20.9K +453 +2%
PG
1523
Proffitt & Goodson
Tennessee
$902K +$37.9K +822 +4%
PR
1524
Payden & Rygel
California
$900K
WPP
1525
Whalerock Point Partners
Rhode Island
$899K

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.