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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
PWS
1876
Peterson Wealth Services
Utah
$497K +$87.4K +1,896 +18%
PWS
1877
Private Wealth Strategies
Ohio
$496K +$8.58K +186 +2%
AMG
1878
Advisors Management Group
Wisconsin
$496K +$239K +5,184 +73%
EW
1879
Evoke Wealth
California
$493K -$37.9K -822 -6%
PPP
1880
Private Portfolio Partners
New Jersey
$491K +$13K +282 +2%
TIA
1881
Tiemann Investment Advisors
California
$491K -$47K -1,020 -8%
RPCONE
1882
Retirement Planning Company of New England
Rhode Island
$491K -$38.5K -834 -6%
BAAM
1883
Baker Avenue Asset Management
California
$490K -$15.4K -333 -3%
CWP
1884
Concord Wealth Partners
Virginia
$488K -$30.4K -660 -5%
Members Trust
1885
Members Trust
Florida
$487K -$29.1K -630 -5%
NF
1886
Nikulski Financial
Iowa
$487K -$16.6K -360 -3%
AL
1887
Aspiriant LLC
California
$485K -$12.2K -264 -2%
SW
1888
Solidarity Wealth
Utah
$485K -$6.09K -132 -1%
VCM
1889
Vivaldi Capital Management
Illinois
$484K -$1.38K -30 -0.3%
MIAS
1890
Mason Investment Advisory Services
Virginia
$484K -$1.76M -38,217 -76%
Wealth Enhancement Advisory Services
1891
Wealth Enhancement Advisory Services
Minnesota
$482K +$553 +12 +0.1%
IIA
1892
Integral Investment Advisors
California
$481K -$116K -2,526 -18%
AWM
1893
Affinity Wealth Management
Delaware
$481K -$10.9K -237 -2%
SSC
1894
Syverson Strege & Co
Iowa
$477K +$16.3K +354 +3%
AIA
1895
Arbor Investment Advisors
North Carolina
$476K +$3.32K +72 +0.6%
HFS
1896
Howard Financial Services
Texas
$476K +$274K +5,952 +103%
PFA
1897
Pure Financial Advisors
California
$475K -$54.5K -1,182 -9%
AIM
1898
Athena Investment Management
California
$474K -$1.66K -36 -0.3%
EIG
1899
Ellenbecker Investment Group
Wisconsin
$471K +$79K +1,713 +17%
SFP
1900
Sweet Financial Partners
Minnesota
$470K -$105K -2,277 -16%

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.