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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
KOMWMG
2176
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$306K -$7.75K -168 -2%
WTB
2177
Washington Trust Bank
Washington
$305K -$8.85K -192 -2%
JDR
2178
Jay D. Rosenbaum
$304K
SCM
2179
Stonebridge Capital Management
California
$304K
RGF
2180
Retirement Guys Formula
Ohio
$304K +$46.5K +1,008 +15%
CSI
2181
Cross Staff Investments
New York
$303K
SCI
2182
S&CO Inc
Massachusetts
$303K
WF
2183
Wayfinding Financial
Washington
$303K +$2.35K +51 +0.7%
AC
2184
Apella Capital
Connecticut
$303K +$345K +7,482 New
CFS
2185
Cannon Financial Strategists
Georgia
$303K +$13.8K +300 +4%
CT
2186
Coastline Trust
Rhode Island
$301K +$12.7K +276 +4%
BMWM
2187
Brown Miller Wealth Management
Virginia
$300K +$830 +18 +0.2%
LI
2188
LVZ Inc
Michigan
$299K +$29.3K +636 +9%
NWM
2189
Northwest Wealth Management
Iowa
$299K +$53.5K +1,161 +19%
FCMC
2190
Founders Capital Management (Connecticut)
Connecticut
$298K
DFG
2191
Demars Financial Group
Washington
$298K +$1.25K +27 +0.4%
ECM
2192
Exchange Capital Management
Michigan
$298K +$14K +303 +4%
PCG
2193
Private Capital Group
Connecticut
$297K -$120K -2,598 -26%
CA
2194
Crewe Advisors
Utah
$297K +$100K +2,169 +42%
EA
2195
Echo45 Advisors
California
$296K -$179K -3,885 -35%
BFA
2196
Beacon Financial Advisory
Ohio
$296K -$4.43K -96 -1%
FAFN
2197
First Affirmative Financial Network
Colorado
$295K -$80.1K -1,737 -19%
AOWM
2198
Alpha Omega Wealth Management
Virginia
$295K -$16.2K -351 -5%
Fiera Capital (Canada)
2199
Fiera Capital (Canada)
Quebec, Canada
$295K -$8.16K -177 -2%
TCM
2200
Tufton Capital Management
Maryland
$291K -$3.46K -75 -1%

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.