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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
IC
1801
Intersect Capital
California
$569K -$125K -2,703 -16%
ITIM
1802
Indiana Trust & Investment Management
Indiana
$569K
LF
1803
Lee Financial
Texas
$568K -$830 -18 -0.1%
KMWM
1804
Keudell/Morrison Wealth Management
Oregon
$566K +$25.3K +549 +4%
CNB
1805
Camden National Bank
Maine
$565K -$9.55K -207 -1%
WHC
1806
Wulff, Hansen & Co
California
$565K +$74.4K +1,614 +13%
CM
1807
Columbus Macro
Pennsylvania
$565K +$383K +8,301 +147%
VC
1808
Veracity Capital
Georgia
$564K -$41.5K -900 -6%
AAM
1809
AMI Asset Management
California
$560K -$47K -1,020 -7%
GWS
1810
Glassman Wealth Services
Virginia
$559K -$40.3K -873 -6%
PCS
1811
Personal CFO Solutions
New Jersey
$558K +$21.4K +465 +3%
SDWMA
1812
Schneider Downs Wealth Management Advisors
Pennsylvania
$558K +$205K +4,443 +48%
JG
1813
Jefferies Group
New York
$558K -$6.37M -138,240 -91%
CL
1814
COWA LLC
Oklahoma
$557K -$1.11K -24 -0.2%
PL
1815
Pluribus Labs
California
$557K +$144K +3,126 +29%
CAG
1816
Crestwood Advisors Group
Massachusetts
$555K -$71K -1,539 -10%
JWA
1817
JFS Wealth Advisors
Pennsylvania
$554K -$9.55K -207 -1%
TSWM
1818
Triangle Securities Wealth Management
North Carolina
$552K +$27K +585 +4%
TSS
1819
Two Sigma Securities
New York
$548K -$139K -3,024 -18%
HCMG
1820
Howard Capital Management Group
California
$548K
CRI
1821
Colonial River Investments
Virginia
$547K -$136K -2,943 -18%
CCM
1822
Carlson Capital Management
Minnesota
$547K -$133K -2,889 -18%
DA
1823
Denali Advisors
California
$547K -$125K -2,700 -17%
CFG
1824
Cooper Financial Group
California
$547K -$14.1K -306 -2%
FEM
1825
Fulcrum Equity Management
Texas
$546K +$9.82K +213 +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.