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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
PA
1526
PFG Advisors
Arizona
$899K +$14.5K +315 +1%
SAA
1527
Southeast Asset Advisors
Georgia
$898K +$46.8K +1,014 +5%
VBCG
1528
Valley Brook Capital Group
Pennsylvania
$896K -$29.7K -645 -3%
SCFS
1529
S.C. Financial Services
Arizona
$895K +$4.57K +99 +0.5%
YWP
1530
YorkBridge Wealth Partners
New York
$893K -$109K -2,364 -10%
SFWA
1531
Summit Financial Wealth Advisors
Louisiana
$893K +$14.1K +306 +2%
RMDI
1532
R.M. Davis Inc
Maine
$890K +$119K +2,577 +13%
GFPC
1533
Global Financial Private Client
Florida
$890K +$691K +14,991 +221%
BFO
1534
Boston Family Office
Massachusetts
$885K +$101K +2,184 +11%
BWA
1535
Beam Wealth Advisors
Louisiana
$884K +$2.21K +48 +0.2%
ATC
1536
Adirondack Trust Company
New York
$883K +$36.5K +792 +4%
IPW
1537
Inlet Private Wealth
Florida
$881K
FNB
1538
Farmers National Bank
Kentucky
$880K -$4.84K -105 -0.5%
WMA
1539
West Michigan Advisors
Michigan
$878K +$111K +2,406 +12%
BFO
1540
Biltmore Family Office
North Carolina
$876K +$138 +3 +0%
BEAM
1541
Baker Ellis Asset Management
Washington
$875K -$30.2K -654 -3%
CC
1542
Cannell & Co
New York
$875K
AB
1543
Atlas Brown
Kentucky
$875K +$3.87K +84 +0.4%
WA
1544
Wealth Alliance
New York
$875K +$252K +5,463 +34%
AAM
1545
Aureus Asset Management
Massachusetts
$874K +$4.29K +93 +0.4%
MLA
1546
My Legacy Advisors
Oregon
$874K +$132K +2,868 +16%
PIMG
1547
Patriot Investment Management Group
Tennessee
$873K +$41.4K +897 +4%
IF
1548
Intrua Financial
Texas
$871K -$33.3K -723 -3%
EFSCE
1549
Enterprise Financial Services Corp (EFSC)
Missouri
$868K -$181K -3,927 -16%
RWM
1550
Ritholtz Wealth Management
New York
$865K -$109K -2,355 -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.