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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
JCM
2051
Jag Capital Management
Missouri
$363K +$198K +4,287 +92%
KWM
2052
KerberRose Wealth Management
Wisconsin
$362K +$412K +8,925 New
WFS
2053
Walker Financial Services
Kentucky
$362K -$3.6K -78 -0.9%
SIC
2054
Samalin Investment Counsel
New York
$361K -$45.4K -984 -10%
GD
2055
Grandfield & Dodd
New York
$360K
GWI
2056
Grace & White Inc
New York
$359K
VWM
2057
Valley Wealth Managers
New Jersey
$358K -$81.2K -1,761 -17%
RHJA
2058
Rice Hall James & Associates
California
$358K
RCWM
2059
Royal Capital Wealth Management
Indiana
$358K +$277 +6 +0.1%
MWM
2060
Minot Wealth Management
Massachusetts
$357K +$94.2K +2,043 +30%
EBA
2061
Eagle Bay Advisors
New York
$355K +$36K +780 +10%
FBT
2062
First Bank & Trust
South Dakota
$355K -$21K -456 -5%
WA
2063
WealthTrust Axiom
Pennsylvania
$355K
FSA
2064
Fort Sheridan Advisors
Illinois
$354K -$138K -3,000 -26%
PP
2065
Patron Partners
Texas
$354K -$1.52K -33 -0.4%
FPTW
2066
Franklin, Parlapiano, Turner & Welch
Texas
$354K
MAM
2067
MMA Asset Management
Pennsylvania
$354K
WH
2068
Willner & Heller
California
$353K +$4.43K +96 +1%
CCP
2069
Cassia Capital Partners
North Carolina
$352K +$10.5K +228 +3%
FB
2070
First Bancorp
Maine
$352K +$138K +3,000 +53%
WWM
2071
Windsor Wealth Management
Indiana
$351K -$354K -7,686 -48%
FC
2072
Fusion Capital
South Carolina
$351K -$36.1K -783 -8%
BA
2073
Bridgewater Advisors
New York
$351K -$277 -6 -0.1%
EDRIA
2074
Edmonds Duncan Registered Investment Advisors
Kansas
$351K
SN
2075
Sittner & Nelson
Oregon
$351K +$69.2K +1,500 +21%

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.