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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
LC
1651
Lindbrook Capital
California
$737K +$1.66K +36 +0.2%
LOAMS
1652
Lombard Odier Asset Management (Switzerland)
Switzerland
$737K +$839K +18,189 New
CHA
1653
Carmichael Hill & Associates
Maryland
$734K +$13.1K +285 +2%
SFG
1654
StrategIQ Financial Group
Indiana
$734K +$30.2K +654 +4%
WJA
1655
Willis Johnson & Associates
Texas
$732K +$5.95K +129 +0.7%
FMTC
1656
Farmers & Merchants Trust Company
California
$732K +$18.3K +396 +2%
LA
1657
LexAurum Advisors
Kansas
$732K +$255K +5,523 +44%
RPGK
1658
Retirement Planning Group (Kansas)
Kansas
$731K +$34K +738 +4%
XT
1659
XTX Topco
Cayman Islands
$731K +$831K +18,027 New
ACA
1660
Atlas Capital Advisors
Wyoming
$729K -$26.6K -576 -3%
FPGK
1661
Financial Partners Group (Kansas)
Kansas
$727K +$8.02K +174 +1%
CAC
1662
Certified Advisory Corp
Florida
$726K -$62K -1,344 -7%
ECM
1663
Elgethun Capital Management
South Dakota
$726K +$5.67K +123 +0.7%
OPWM
1664
Oxinas Partners Wealth Management
Indiana
$725K -$58.5K -1,269 -7%
FMLI
1665
Fukoku Mutual Life Insurance
Japan
$725K
RWI
1666
Red Wave Investments
Pennsylvania
$724K
CFA
1667
Compass Financial Advisors
Indiana
$723K
TAM
1668
Tealwood Asset Management
Minnesota
$723K +$3.46K +75 +0.4%
ACP
1669
Aviance Capital Partners
Florida
$720K +$3.46K +75 +0.4%
AWM
1670
Accurate Wealth Management
Florida
$720K +$8.16K +177 +1%
AL
1671
Arnhold LLC
New York
$716K
IFWM
1672
Institute for Wealth Management
Colorado
$714K -$228K -4,953 -22%
EAM
1673
Empirical Asset Management
Massachusetts
$713K +$367K +7,965 +83%
WP
1674
Wealthspan Partners
Iowa
$712K
BOPW
1675
Brandywine Oak Private Wealth
Pennsylvania
$711K

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.