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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 %
LC
1751
LCNB Corp
Ohio
$606K +$71.1K +1,755 +13%
CL
1752
CPWM LLC
Washington
$605K -$1.72M -42,354 -74%
FDS
1753
First Dallas Securities
Texas
$602K -$417K -10,284 -41%
CWM
1754
Cahaba Wealth Management
Georgia
$602K -$36.7K -906 -6%
JMF
1755
Johnson Midwest Financial
Iowa
$602K +$850 +21 +0.1%
BFA
1756
Brendel Financial Advisors
New Hampshire
$600K -$88.9K -2,193 -13%
SMA
1757
Sage Mountain Advisors
Georgia
$600K -$38.5K -951 -6%
NF
1758
Norwood Financial
Pennsylvania
$600K +$7.29K +180 +1%
CPWA
1759
Cerro Pacific Wealth Advisors
California
$598K -$60.5K -1,491 -9%
SC
1760
Solstein Capital
California
$596K -$290K -7,143 -33%
AFS
1761
Axiom Financial Strategies
Indiana
$596K +$1.7K +42 +0.3%
SIA
1762
Schechter Investment Advisors
Michigan
$594K -$507K -12,537 -46%
BTW
1763
Boston Trust Walden
Massachusetts
$594K -$48.9K -1,206 -8%
GG
1764
Gleason Group
Kentucky
$594K +$7.79K +192 +1%
CC
1765
Callan Capital
California
$591K +$8.52K +210 +1%
QC
1766
Quent Capital
New York
$590K -$50.9K -1,254 -8%
IRC
1767
Investors Research Corp
Georgia
$590K – – –
HFA
1768
High Falls Advisors
New York
$590K +$3.29K +81 +0.6%
AC
1769
Avestar Capital
New York
$590K +$32.4K +801 +6%
VC
1770
Vicus Capital
Pennsylvania
$590K +$83K +2,046 +16%
AWM
1771
Avondale Wealth Management
Texas
$590K +$547K +13,500 +1,286%
LFA
1772
Legacy Financial Advisors
Kentucky
$588K -$132K -3,252 -18%
SSWM
1773
Sheets Smith Wealth Management
North Carolina
$588K -$30.7K -756 -5%
APC
1774
Aspire Private Capital
North Carolina
$587K -$32.4K -801 -5%
CFS
1775
CRA Financial Services
New Jersey
$587K -$23.2K -573 -4%
69 70
71
72 73