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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
MM
2151
MQS Management
New York
$319K +$363K +7,878 New
KWM
2152
Kaydan Wealth Management
Michigan
$319K -$553 -12 -0.2%
SA
2153
Sicart Associates
New York
$316K
AI
2154
Accredited Investors
Minnesota
$315K -$1.8K -39 -0.5%
IAP
2155
Indie Asset Partners
Indiana
$315K
DCM
2156
DGS Capital Management
New Jersey
$315K +$78.4K +1,701 +28%
OFS
2157
OneAscent Financial Services
Alabama
$315K +$358K +7,773 New
WAS
2158
Wealth Advisory Solutions
Indiana
$314K -$130K -2,820 -27%
FSA
2159
Financial Sense Advisors
California
$314K +$357K +7,749 New
CFFP
2160
Center for Financial Planning
Michigan
$313K +$18.7K +405 +6%
LWP
2161
Legacy Wealth Planning
Nevada
$312K -$19.9K -432 -5%
STA
2162
Summit Trail Advisors
New York
$312K +$28.2K +612 +9%
FH
2163
FWG Holdings
Florida
$312K +$355K +7,695 New
TA
2164
TFG Advisers
Michigan
$311K -$4.7K -102 -1%
OPWM
2165
Oakwell Private Wealth Management
Texas
$311K +$10.8K +234 +3%
OIS
2166
Okabena Investment Services
Minnesota
$310K +$138K +3,000 +65%
BC
2167
Bridgefront Capital
Texas
$310K +$352K +7,641 New
PCMK
2168
Paragon Capital Management (Kansas)
Kansas
$309K +$36.7K +795 +12%
HCM
2169
Howland Capital Management
Massachusetts
$308K -$60.9K -1,320 -15%
WFS
2170
Widmann Financial Services
Maryland
$308K -$41.4K -897 -11%
WCG
2171
Weaver Consulting Group
California
$308K +$48.4K +1,050 +16%
LA
2172
Legacy Advisors
Pennsylvania
$308K +$62.7K +1,359 +22%
SC
2173
Stephens Consulting
Michigan
$307K -$6.92K -150 -2%
EM
2174
ELCO Management
New York
$306K -$24.9K -540 -7%
PCA
2175
Pallas Capital Advisors
Massachusetts
$306K -$13.4K -291 -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.