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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
FWP
2101
Firethorn Wealth Partners
Georgia
$338K +$2.21K +48 +0.6%
PWA
2102
Primoris Wealth Advisors
Florida
$337K -$155K -3,357 -29%
FCFC
2103
First Citizens Financial Corp
Iowa
$337K -$13.8K -300 -3%
CCP
2104
Clarkston Capital Partners
Michigan
$337K +$13.8K +300 +4%
UBG
2105
United Bank (Georgia)
Georgia
$336K +$277 +6 +0.1%
WAS
2106
Winch Advisory Services
Wisconsin
$336K +$9.96K +216 +3%
PP
2107
PDS Planning
Ohio
$335K -$50.6K -1,098 -12%
CC
2108
Corsicana & Co
Texas
$335K
HSWM
2109
Hubbell Strickland Wealth Management
Louisiana
$335K +$1.25K +27 +0.3%
MGAM
2110
McGowan Group Asset Management
Texas
$335K +$33.3K +723 +10%
CCA
2111
Cobblestone Capital Advisors
New York
$334K +$11.3K +246 +3%
HBCM
2112
Heron Bay Capital Management
Michigan
$333K -$98.6K -2,139 -21%
FFIC
2113
First Fiduciary Investment Counsel
Ohio
$332K
RWA
2114
River Wealth Advisors
Pennsylvania
$331K +$58.4K +1,266 +18%
LNWTC
2115
Laird Norton Wetherby Trust Company
Washington
$330K -$215K -4,662 -36%
NSAM
2116
North Star Asset Management
Wisconsin
$330K
LF
2117
Lantz Financial
Illinois
$329K -$13.8K -300 -4%
SWA
2118
SOA Wealth Advisors
New York
$329K -$5.53K -120 -1%
WCM
2119
Wedge Capital Management
North Carolina
$329K +$10.7K +231 +3%
AFAS
2120
Acorn Financial Advisory Services
Virginia
$328K +$8.58K +186 +2%
ACM
2121
Aquatic Capital Management
Illinois
$328K +$360K +7,800 +2,600%
CG
2122
Clarus Group
Texas
$327K +$277 +6 +0.1%
BTIM
2123
BancFirst Trust & Investment Management
Oklahoma
$325K -$137K -2,976 -31%
FBB
2124
Fulton Breakefield Broenniman
Maryland
$325K -$18K -390 -5%
FA
2125
Fiducient Advisors
Illinois
$324K -$17K -369 -4%

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.