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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
SSCA
1826
South Shore Capital Advisors
Massachusetts
$545K +$11.8K +255 +2%
CRC
1827
Curi RMB Capital
Illinois
$544K +$5.67K +123 +0.9%
ZIC
1828
ZWJ Investment Counsel
Georgia
$543K +$104K +2,253 +20%
TC
1829
Titleist Capital
Texas
$543K +$115K +2,490 +23%
TAM
1830
Townsend Asset Management
North Carolina
$541K -$13.7K -297 -2%
CF
1831
Copperwynd Financial
Arizona
$541K -$5.81K -126 -0.9%
GFS
1832
GYL Financial Synergies
Connecticut
$539K -$57.1K -1,239 -9%
CANC
1833
Culbertson A N & Co
Virginia
$539K +$6.64K +144 +1%
CWM
1834
Chesapeake Wealth Management
Virginia
$538K -$95.9K -2,079 -14%
CAM
1835
Congress Asset Management
Massachusetts
$538K +$86K +1,866 +16%
LCM
1836
Lewis Capital Management
California
$537K
VFG
1837
V2 Financial group
Illinois
$536K
SEIA
1838
Signature Estate & Investment Advisors
California
$532K -$590K -12,789 -49%
MIM
1839
Moseley Investment Management
Florida
$532K +$37.4K +810 +7%
WA1
1840
Wimmer Associates 1
California
$529K +$22.1K +480 +4%
CI Investments Inc
1841
CI Investments Inc
Ontario, Canada
$529K +$240K +5,196 +66%
SIA
1842
SkyView Investment Advisors
New Jersey
$528K -$6.92K -150 -1%
FCAG
1843
First Capital Advisors Group
New Jersey
$528K +$601K +13,035 New
PFG
1844
PAX Financial Group
Texas
$525K +$598K +12,963 New
CPA
1845
Capital Planning Advisors
California
$524K -$40.1K -870 -6%
FDCC
1846
Foster Dykema Cabot & Co
Massachusetts
$521K -$277K -6,000 -32%
MSA
1847
Marino Stram & Associates
Massachusetts
$521K +$277 +6 +0%
GWCM
1848
Godshalk Welsh Capital Management
Pennsylvania
$520K
SSW
1849
Stone Summit Wealth
Florida
$520K +$36.7K +795 +7%
BFG
1850
Berger Financial Group
Minnesota
$518K -$4.43M -96,030 -88%

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.