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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
CC
1551
Courier Capital
New York
$863K +$24.3K +528 +3%
APG
1552
Abacus Planning Group
South Carolina
$863K +$27.8K +603 +3%
FAG
1553
Fortitude Advisory Group
Washington
$863K +$568K +12,312 +137%
LWM
1554
Laidlaw Wealth Management
New York
$862K -$42.7K -927 -4%
LC
1555
Lincoln Capital
Nebraska
$862K
CBA
1556
Coastal Bridge Advisors
Connecticut
$862K +$2.21K +48 +0.2%
FBT
1557
First Bankers Trust
Kentucky
$862K +$108K +2,334 +12%
CCA
1558
Catalyst Capital Advisors
New York
$859K
P
1559
Pitcairn
Pennsylvania
$859K +$29.6K +642 +3%
UAS
1560
United Asset Strategies
New York
$857K +$975K +21,147 New
MWM
1561
Modera Wealth Management
New Jersey
$856K -$10.5K -228 -1%
SIG
1562
Sky Investment Group
Connecticut
$856K +$29.2K +633 +3%
GWSG
1563
GPS Wealth Strategies Group
Colorado
$856K +$67.9K +1,473 +7%
SA
1564
Strategic Advisors
New York
$854K +$58.4K +1,266 +6%
EA
1565
Eudaimonia Advisors
Tennessee
$853K -$13.4K -291 -1%
HWMG
1566
Hurlow Wealth Management Group
Indiana
$853K -$9.27K -201 -0.9%
DCM
1567
Donaldson Capital Management
Indiana
$853K +$11.5K +249 +1%
WCM
1568
WealthBridge Capital Management
Ohio
$852K +$747K +16,194 +335%
CCI
1569
Credit Capital Investments
New Jersey
$851K
6F
1570
626 Financial
Michigan
$850K -$129K -2,790 -12%
LCM
1571
Liberty Capital Management
Michigan
$850K -$10.2K -222 -1%
MW
1572
Marcum Wealth
Ohio
$849K -$176K -3,810 -15%
WBCM
1573
Wilson & Boucher Capital Management
California
$848K -$6.92K -150 -0.7%
AIC
1574
Ayalon Insurance Company
Israel
$847K -$197K -4,263 -17%
SDAM
1575
Shulman DeMeo Asset Management
New York
$847K +$4.29K +93 +0.4%

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.