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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
GC
2301
Gibson Capital
Pennsylvania
$255K +$291K +6,300 New
CA
2302
Claris Advisors
Missouri
$254K
OWA
2303
Outlook Wealth Advisors
Texas
$254K +$8.02K +174 +3%
PRC
2304
Pearl River Capital
Michigan
$252K -$556K -12,054 -66%
SRC
2305
Sage Rhino Capital
California
$251K -$6.36K -138 -2%
WIM
2306
Warwick Investment Management
Texas
$251K +$2.08K +45 +0.7%
HFAS
2307
Hummer Financial Advisory Services
Illinois
$250K
WWMSC
2308
Wagner Wealth Management (South Carolina)
South Carolina
$250K +$62.7K +1,359 +28%
AAP
2309
Arax Advisory Partners
Colorado
$249K -$12K -261 -4%
SIC
2310
Schwartz Investment Counsel
Michigan
$249K
HAS
2311
HBW Advisory Services
California
$249K +$28.8K +624 +5%
TF
2312
Trek Financial
Arizona
$249K +$284K +6,150 New
PIFP
2313
Partners in Financial Planning
Virginia
$248K +$21.4K +465 +9%
SDJVC
2314
St. Denis J. Villere & Co
Louisiana
$248K -$27.7K -600 -9%
OCM
2315
Objective Capital Management
Ohio
$248K -$20.8K -450 -7%
HHAA
2316
Henry H. Armstrong Associates
Pennsylvania
$248K
FW
2317
FirstPurpose Wealth
Utah
$247K +$57K +1,236 +25%
BWFA
2318
Baltimore-Washington Financial Advisors
Maryland
$246K +$281K +6,090 New
SWIG
2319
Strategic Wealth Investment Group
Kentucky
$245K -$45.5K -987 -14%
WI
2320
Wedgewood Investors
Pennsylvania
$244K
ETIA
2321
Epic Trust Investment Advisors
Washington
$244K +$35.3K +765 +15%
AIA
2322
Avalon Investment & Advisory
Texas
$243K -$10.7K -231 -4%
MA
2323
MBA Advisors
Pennsylvania
$243K -$4.7K -102 -2%
CA
2324
Centerpoint Advisors
Massachusetts
$243K
CC
2325
Colrain Capital
Massachusetts
$243K

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.