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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
BONST
2251
Bank of Nova Scotia Trust
Ontario, Canada
$271K -$11.2K -243 -4%
CC
2252
Commons Capital
Massachusetts
$271K +$1.94K +42 +0.6%
ML
2253
McAdam LLC
Pennsylvania
$270K -$11.8K -255 -4%
BFA
2254
Beaumont Financial Advisors
Massachusetts
$270K -$9.27K -201 -3%
1IA
2255
1620 Investment Advisors
Massachusetts
$270K +$16.9K +366 +6%
WA
2256
WP Advisors
California
$270K +$57.7K +1,251 +23%
WPA
2257
West Paces Advisors
Georgia
$269K +$31.7K +687 +12%
IF
2258
Insight Folios
North Carolina
$269K -$2.9K -63 -0.9%
HGWM
2259
Horst & Graben Wealth Management
Oregon
$269K +$306K +6,633 New
PFA
2260
Pinnacle Family Advisors
Missouri
$268K -$3.46K -75 -1%
AWG
2261
Altus Wealth Group
Colorado
$268K -$1.25K -27 -0.5%
BAG
2262
Briggs Advisory Group
Rhode Island
$268K
OC
2263
Oppenheimer & Close
New York
$268K +$69.2K +1,500 +29%
GAM
2264
Gemmer Asset Management
California
$267K -$1.8K -39 -0.6%
WIA
2265
Westbourne Investment Advisors
Maryland
$267K
ACM
2266
Advance Capital Management
Michigan
$267K +$9.27K +201 +3%
SPWG
2267
Sage Private Wealth Group
Illinois
$267K +$57.4K +1,245 +23%
BWG
2268
Beta Wealth Group
California
$267K +$304K +6,600 New
MA
2269
Maxele Advisors
Missouri
$267K -$3.46K -75 -1%
CAM
2270
Cypress Asset Management
Texas
$266K
HHGA
2271
Halbert Hargrove Global Advisors
California
$265K +$8.3K +180 +3%
HWA
2272
HHM Wealth Advisors
Tennessee
$265K +$104K +2,256 +53%
VCAM
2273
Van Cleef Asset Management
Ohio
$264K -$11.1K -240 -4%
AMIM
2274
Aull & Monroe Investment Management
Alabama
$264K
PWM
2275
Paulson Wealth Management
Illinois
$263K -$2.63K -57 -0.9%

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.