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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
AFG
1726
Arkansas Financial Group
Arkansas
$647K -$85.8K -1,860 -10%
E
1727
ETFidea
New York
$644K
PGCM
1728
Prescott Group Capital Management
Oklahoma
$644K
TWA
1729
TPB Wealth Advisors
Texas
$644K +$21.2K +459 +3%
AG
1730
AIA Group
Hong Kong
$643K +$587K +12,723 +405%
PA
1731
PSI Advisors
Florida
$642K -$149K -3,225 -17%
HCMT
1732
Highland Capital Management (Tennessee)
Tennessee
$642K -$5.12K -111 -0.7%
HCM
1733
Huber Capital Management
California
$639K -$9.96K -216 -1%
WE
1734
Wealth Effects
Massachusetts
$639K +$44.3K +960 +6%
OFS
1735
Oldfather Financial Services
Nebraska
$638K +$22K +477 +3%
NRW
1736
Nova R Wealth
Kansas
$637K -$27.5K -597 -4%
CFMC
1737
Curbstone Financial Management Corp
New Hampshire
$635K
WMA
1738
Wealth Management Associates
New Jersey
$634K -$26.1K -567 -3%
SCM
1739
Sterneck Capital Management
Missouri
$633K
SMH
1740
Sanders Morris Harris
Texas
$633K +$27.7K +600 +4%
AMC
1741
Asset Management Corp
Illinois
$630K -$430K -9,327 -38%
FPCP
1742
Fort Point Capital Partners
California
$630K -$80.9K -1,755 -10%
MLL
1743
Moody Lynn & Lieberson
Massachusetts
$630K -$4.15K -90 -0.6%
SWM
1744
Sugarloaf Wealth Management
Georgia
$628K -$692 -15 -0.1%
WAL
1745
W Advisors LLC
Tennessee
$625K +$2.49K +54 +0.4%
WWP
1746
WR Wealth Planners
Missouri
$624K -$4.98K -108 -0.7%
CA
1747
Cornerstone Advisory
Maryland
$624K -$460K -9,984 -39%
MPI
1748
Mairs & Power Inc
Minnesota
$622K -$55.6K -1,206 -7%
BAMF
1749
BI Asset Management Fondsmaeglerselskab
Denmark
$622K +$708K +15,351 New
FIM
1750
Freedom Investment Management
Connecticut
$621K -$20.1K -435 -3%

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.