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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
NFG
1626
Norris Financial Group
South Carolina
$766K -$168K -3,648 -16%
SA
1627
Syntax Advisors
New York
$766K +$159K +3,453 +22%
VCG
1628
Vantage Consulting Group
Virginia
$766K +$159K +3,453 +22%
PIA
1629
Perennial Investment Advisors
California
$765K +$18.7K +405 +2%
WJWM
1630
Williams Jones Wealth Management
New York
$764K +$182K +3,957 +27%
BMC
1631
Beaton Management Company
Massachusetts
$763K
SIA
1632
Strategic Investment Advisors
Michigan
$762K -$553 -12 -0.1%
TCM
1633
Tributary Capital Management
Nebraska
$760K -$8.3K -180 -1%
AFM
1634
Abbot Financial Management
Massachusetts
$758K +$13.8K +300 +2%
NB
1635
Nicolet Bankshares
Wisconsin
$756K +$26.4K +573 +3%
BFAG
1636
Blackston Financial Advisory Group
Florida
$755K +$84.9K +1,842 +11%
HSA
1637
Hussman Strategic Advisors
Maryland
$754K +$858K +18,600 New
Fuller & Thaler Asset Management
1638
Fuller & Thaler Asset Management
California
$753K -$526K -11,400 -38%
CT
1639
Chicago Trust
Illinois
$753K +$265K +5,745 +45%
VNA
1640
Valley National Advisers
Pennsylvania
$751K +$415 +9 +0.1%
PPWP
1641
Proquility Private Wealth Partners
Nevada
$750K -$24.6K -534 -3%
JIC
1642
Joel Isaacson & Co
New York
$749K +$18.7K +405 +2%
H
1643
HoyleCohen
California
$748K +$281K +6,087 +49%
FNBOSM
1644
First National Bank of South Miami
Florida
$747K -$121K -2,631 -12%
AWS
1645
AJ Wealth Strategies
New York
$747K -$28.5K -618 -3%
OR
1646
Olympiad Research
Connecticut
$747K +$142K +3,084 +20%
TGAM
1647
TBH Global Asset Management
Tennessee
$743K -$2.41M -52,323 -74%
AT
1648
Arden Trust
Delaware
$743K -$297K -6,444 -26%
LFA
1649
Laraway Financial Advisors
Minnesota
$739K -$23.5K -510 -3%
MWM
1650
Merriman Wealth Management
Washington
$738K -$1.52K -33 -0.2%

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.