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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
HGERS
1926
Householder Group Estate & Retirement Specialist
Arizona
$450K -$2.9M -62,835 -85%
T
1927
TCWP
Ohio
$450K +$68.5K +1,485 +15%
BAM
1928
Bosun Asset Management
Illinois
$450K +$261K +5,661 +104%
CWS
1929
Cypress Wealth Services
California
$448K +$53.7K +1,164 +12%
DAM
1930
Derbend Asset Management
Georgia
$447K +$7.47K +162 +1%
RHP
1931
Royal Harbor Partners
Texas
$446K
WW
1932
Westshore Wealth
California
$446K +$13.8K +300 +3%
CIC
1933
Chilton Investment Company
Connecticut
$441K +$211K +4,581 +73%
KPWG
1934
KFA Private Wealth Group
Virginia
$440K -$4.15K -90 -0.8%
CWM
1935
CCG Wealth Management
California
$440K +$129K +2,799 +35%
FZCM
1936
Flynn Zito Capital Management
New York
$440K +$500K +10,848 New
CF
1937
Corrigan Financial
Rhode Island
$439K +$553 +12 +0.1%
SF
1938
SBK Financial
Virginia
$438K
MSU
1939
Mizuho Securities USA
New York
$436K
PWA
1940
Peterson Wealth Advisors
Utah
$435K
BB
1941
Bell Bank
North Dakota
$434K +$170K +3,681 +52%
ERIM
1942
Eagle Ridge Investment Management
Connecticut
$433K -$13.8K -300 -3%
TFM
1943
TFC Financial Management
Massachusetts
$432K +$32.8K +711 +7%
PM
1944
Parametrica Management
Hong Kong
$432K +$491K +10,650 New
SWMG
1945
Signature Wealth Management Group
Georgia
$431K
VAFP
1946
Vahanian & Associates Financial Planning
New York
$430K -$237K -5,148 -33%
MC
1947
Matisse Capital
Oregon
$430K
WKSWA
1948
White Knight Strategic Wealth Advisors
New Jersey
$430K
VCM
1949
Virtue Capital Management
Tennessee
$429K -$914K -19,830 -65%
GAM
1950
Garrison Asset Management
Arkansas
$429K +$2.49K +54 +0.5%

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.