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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
CWM
2326
Concentric Wealth Management
California
$243K
MCM
2327
Magnolia Capital Management
New York
$243K
HBW
2328
Hazlett, Burt & Watson
West Virginia
$243K +$692 +15 +0.2%
EW
2329
Element Wealth
Mississippi
$243K +$1.38K +30 +0.5%
SCP
2330
Syntal Capital Partners
Texas
$243K +$277K +6,000 New
AHB
2331
Abner Herrman & Brock
New Jersey
$242K -$21.3M -461,265 -99%
VCM
2332
Versant Capital Management
Arizona
$242K -$4.7K -102 -2%
EFL
2333
ERn Financial LLC
Wisconsin
$242K -$3.46K -75 -1%
ADBIC
2334
A.D. Beadell Investment Counsel
Wisconsin
$241K
NCM
2335
Northside Capital Management
Oregon
$241K
IA
2336
Integrity Advisory
Kansas
$240K -$61.4K -1,332 -18%
WA
2337
Wealth Architects
California
$240K -$27.1K -588 -9%
KA
2338
Klingman & Associates
New York
$240K -$11.3K -246 -4%
RTS
2339
Round Table Services
New Jersey
$240K -$6.92K -150 -2%
DI
2340
DFPG Investments
Utah
$240K +$24.2K +525 +10%
DWM
2341
Darwin Wealth Management
Florida
$239K -$27.4K -594 -10%
MKC
2342
M. Kraus & Co
Vermont
$239K -$2.9K -63 -1%
QWM
2343
Quaker Wealth Management
New Jersey
$239K +$56.4K +1,224 +26%
OGC
2344
Oak Grove Capital
New Hampshire
$238K -$62.3K -1,350 -19%
MWM
2345
MinichMacGregor Wealth Management
New York
$238K -$3.6K -78 -1%
NC
2346
NinePointTwo Capital
California
$238K +$5.81K +126 +2%
LCM
2347
LVM Capital Management
Michigan
$236K +$3.87K +84 +1%
BA
2348
Bluesphere Advisors
Pennsylvania
$235K +$5.67K +123 +2%
SICM
2349
Sustainable Insight Capital Management
New York
$235K +$13.8K +300 +6%
LFA
2350
Lauterbach Financial Advisors
Texas
$234K

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.