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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
GBT
1601
Grove Bank & Trust
Florida
$808K -$11.2K -243 -1%
SCI
1602
Stableford Capital II
Arizona
$803K -$981K -21,270 -53%
TA
1603
Tectonic Advisors
Texas
$803K -$3.87K -84 -0.4%
EGA
1604
Eagle Global Advisors
Texas
$800K -$4.93M -106,902 -84%
KFS
1605
Kurt F. Somerville
$790K -$5.53K -120 -0.6%
AA
1606
Advisory Alpha
Michigan
$790K +$42.2K +915 +5%
HNWAG
1607
High Net Worth Advisory Group
Florida
$789K -$82.9K -1,797 -8%
ESBC
1608
E.S. Barr & Co
Kentucky
$789K -$7.89K -171 -0.9%
DE
1609
Day & Ennis
Georgia
$789K +$830 +18 +0.1%
GDP
1610
Great Diamond Partners
Maine
$787K -$4.84K -105 -0.5%
SJIA
1611
St. James Investment Advisors
New York
$784K +$893K +19,356 New
VCA
1612
Verdence Capital Advisors
Maryland
$782K -$138 -3 -0%
CA
1613
Crumly & Associates
Illinois
$781K -$312K -6,762 -26%
IIA
1614
IPG Investment Advisors
California
$778K -$77.2K -1,674 -8%
F
1615
F3Logic
Minnesota
$778K +$56.2K +1,218 +7%
HVM
1616
Harvest Volatility Management
Connecticut
$778K +$71.2K +1,545 +9%
TIM
1617
Tevis Investment Management
Texas
$778K +$316K +6,852 +56%
EBSAM
1618
Eubel Brady & Suttman Asset Management
Ohio
$776K -$9.27K -201 -1%
NCM
1619
Next Capital Management
New York
$776K +$2.08K +45 +0.2%
CPIG
1620
Chicago Partners Investment Group
Illinois
$774K +$3.18K +69 +0.4%
LPIC
1621
LeJeune Puetz Investment Counsel
Michigan
$772K -$218K -4,725 -20%
KFP
1622
KMG Fiduciary Partners
Ohio
$771K -$55.8K -1,209 -6%
PWP
1623
Principle Wealth Partners
Connecticut
$767K -$92.8K -2,013 -10%
MSCM
1624
McElhenny Sheffield Capital Management
Texas
$767K
OA
1625
Oxbow Advisors
Texas
$767K

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.