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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
BI
1701
Blooom Inc
Kansas
$682K +$6.22K +135 +0.8%
GCS
1702
Gordian Capital (Singapore)
Singapore
$681K
HSG
1703
Helen Stephens Group
Texas
$681K +$2.77K +60 +0.4%
PK
1704
Pflug Koory
Nebraska
$679K +$12.6K +273 +2%
DWA
1705
Delos Wealth Advisors
Texas
$679K +$767K +16,626 +13,855%
SCM
1706
Stevens Capital Management
Pennsylvania
$678K +$771K +16,719 New
HBT
1707
Hills Bank & Trust
Iowa
$677K +$35.3K +765 +5%
CSB
1708
City State Bank
Iowa
$674K -$10.9K -237 -1%
AIA
1709
Armor Investment Advisors
North Carolina
$674K +$44.3K +960 +6%
BFA
1710
Bill Few Associates
Pennsylvania
$673K -$8.16K -177 -1%
JGIA
1711
Jackson Grant Investment Advisers
Connecticut
$673K +$277 +6 +0%
GAM
1712
Gould Asset Management
California
$672K +$15.6K +339 +2%
FAT
1713
First American Trust
California
$671K -$69.3K -1,503 -8%
TWA
1714
TCI Wealth Advisors
Arizona
$670K -$74.3K -1,611 -9%
B
1715
Bridgeworth
Alabama
$669K -$3.46K -75 -0.5%
SFS
1716
Security Financial Services
Indiana
$668K +$5.39K +117 +0.7%
KPW
1717
Kore Private Wealth
New York
$664K -$105K -2,271 -12%
WAM
1718
WNY Asset Management
New York
$664K -$16.2K -351 -2%
SFP
1719
Shepherd Financial Partners
Massachusetts
$662K -$478K -10,374 -39%
BMC
1720
Benin Management Corp
Connecticut
$658K
VCP
1721
Verus Capital Partners
Arizona
$656K -$105K -2,283 -12%
SW
1722
Simplicity Wealth
New Jersey
$655K -$12.9K -279 -2%
MA
1723
MJP Associates
Connecticut
$654K -$12.3K -267 -2%
GM
1724
GeoWealth Management
Illinois
$650K +$418K +9,063 +130%
CRWM
1725
Castle Rock Wealth Management
California
$647K -$211K -4,569 -23%

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.