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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
PPG
2076
Peak Planning Group
Colorado
$351K +$399K +8,658 New
AA
2077
Auxano Advisors
Washington
$350K +$399K +8,643 New
LIA
2078
LBMC Investment Advisors
Tennessee
$349K +$277 +6 +0.1%
AAM
2079
Austin Asset Management
Texas
$349K +$23.7K +513 +6%
CRIG
2080
Charter Research & Investment Group
Connecticut
$348K -$415 -9 -0.1%
PB
2081
Pinnacle Bancorp
Nebraska
$348K
SMG
2082
Smart Money Group
Texas
$347K +$3.18K +69 +0.8%
SGCA
2083
Steel Grove Capital Advisors
Tennessee
$347K +$5.81K +126 +1%
CAM
2084
Columbia Asset Management
Michigan
$346K +$394K +8,535 New
SF
2085
Summit Financial
New Jersey
$346K +$2.9K +63 +0.7%
MLFP
2086
MPS Loria Financial Planners
Illinois
$345K -$11.1K -240 -3%
FCCM
2087
First City Capital Management
Georgia
$345K -$3.18K -69 -0.8%
CCC
2088
Chelsea Counsel Company
California
$344K
TRIA
2089
Trail Ridge Investment Advisors
Colorado
$344K
NS
2090
Newman & Schimel
Illinois
$344K +$1.52K +33 +0.4%
TPWA
2091
TRUE Private Wealth Advisors
Oregon
$343K
PAM
2092
Private Asset Management
California
$342K
GPA
2093
Garrison Point Advisors
California
$342K +$138 +3 +0%
CWM
2094
Circle Wealth Management
New Jersey
$341K -$388K -8,409 -50%
PMFA
2095
Plante Moran Financial Advisors
Michigan
$341K -$8.72K -189 -2%
ISB
2096
Iowa State Bank
Iowa
$341K
NPF
2097
Norris Perne & French
Michigan
$340K -$47K -1,020 -11%
EFM
2098
E Fund Management
China
$339K +$1.94K +42 +0.5%
JWM
2099
Janiczek Wealth Management
Colorado
$339K +$31.4K +681 +10%
Financial Engines Advisors
2100
Financial Engines Advisors
California
$339K +$386K +8,379 New

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.