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Walmart
WMT

Overview Fund Activity

2,606 hedge funds and large institutions have $105B invested in Walmart in 2022 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 1,121 increasing their positions, 1,074 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,606
Holders Change
-111
Holders Change %
-4.09%
% of All Funds
44.06%
Holding in Top 10
78
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-17.89%
% of All Funds
1.32%
New
139
Increased
1,121
Reduced
1,074
Closed
213
Calls
$2.52B
Puts
$2.33B
Net Calls
+$190M
Net Calls Change
-$40.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$563M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$324M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$291M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$239M
5
Bessemer Group
Bessemer Group
New Jersey
+$220M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$683M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$563M
3
AWA
Aaron Wealth Advisors
Illinois
-$390M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$325M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
GDP
1601
Great Diamond Partners
Maine
$787K -$4.25K -105 -0.5%
SJIA
1602
St. James Investment Advisors
New York
$784K +$784K +19,356 New
VCA
1603
Verdence Capital Advisors
Maryland
$782K -$122 -3 -0%
CA
1604
Crumly & Associates
Illinois
$781K -$274K -6,762 -26%
IIA
1605
IPG Investment Advisors
California
$778K -$67.9K -1,674 -8%
F
1606
F3Logic
Minnesota
$778K +$49.3K +1,218 +7%
HVM
1607
Harvest Volatility Management
Connecticut
$778K +$62.6K +1,545 +9%
TIM
1608
Tevis Investment Management
Texas
$778K +$280K +6,852 +56%
EBSAM
1609
Eubel Brady & Suttman Asset Management
Ohio
$776K -$8.14K -201 -1%
NCM
1610
Next Capital Management
New York
$776K +$1.82K +45 +0.2%
CPIG
1611
Chicago Partners Investment Group
Illinois
$774K +$3.04K +69 +0.4%
LPIC
1612
LeJeune Puetz Investment Counsel
Michigan
$772K -$191K -4,725 -20%
KFP
1613
KMG Fiduciary Partners
Ohio
$771K -$49K -1,209 -6%
PWP
1614
Principle Wealth Partners
Connecticut
$767K -$81.5K -2,013 -10%
OA
1615
Oxbow Advisors
Texas
$767K – – –
MSCM
1616
McElhenny Sheffield Capital Management
Texas
$767K – – –
VCG
1617
Vantage Consulting Group
Virginia
$766K +$140K +3,453 +22%
SA
1618
Syntax Advisors
New York
$766K +$140K +3,453 +22%
PIA
1619
Perennial Investment Advisors
California
$765K +$16.4K +405 +2%
WJWM
1620
Williams Jones Wealth Management
New York
$764K +$160K +3,957 +27%
BMC
1621
Beaton Management Company
Massachusetts
$763K – – –
SIA
1622
Strategic Investment Advisors
Michigan
$762K -$487 -12 -0.1%
TCM
1623
Tributary Capital Management
Nebraska
$760K -$7.29K -180 -1%
AFM
1624
Abbot Financial Management
Massachusetts
$758K +$12.2K +300 +2%
NB
1625
Nicolet Bankshares
Wisconsin
$756K +$23.2K +573 +3%
63 64
65
66 67