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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
BWM
2426
Blossom Wealth Management
California
$204K +$8.3K +180 +4%
QFA
2427
Quantum Financial Advisors
California
$204K +$218K +4,731 New
OWA
2428
Opal Wealth Advisors
New York
$204K +$232K +5,028 New
RWA
2429
RGT Wealth Advisors
Texas
$203K +$230K +4,998 New
CWC
2430
Carolinas Wealth Consulting
North Carolina
$203K +$2.05M +44,544 +744%
GAB
2431
German American Bancorp
Indiana
$202K -$78.4K -1,701 -25%
JWBC
2432
J.W. Burns & Co
New York
$202K
KFC
2433
Klingenstein Fields & Co
New York
$202K
SPWM
2434
Schrum Private Wealth Management
Florida
$202K +$415 +9 +0.2%
BWM
2435
Birchcreek Wealth Management
Ohio
$202K +$230K +4,989 New
DSN
2436
D. Scott Neal
Kentucky
$200K -$70.8K -1,536 -24%
ACP
2437
Arcus Capital Partners
Georgia
$200K +$1.52K +33 +0.7%
BDFN
2438
Bond & Devick Financial Network
Minnesota
$200K +$34.6K +750 +18%
BBPWM
2439
Blue Bell Private Wealth Management
Pennsylvania
$197K -$83.4K -1,809 -27%
EWM
2440
Evermay Wealth Management
Virginia
$197K -$51.6K -1,119 -19%
MSFP
2441
Mark Sheptoff Financial Planning
Connecticut
$196K -$683K -14,820 -75%
IFS
2442
Intelligent Financial Strategies
Minnesota
$196K -$45.8K -993 -17%
GKIM
2443
GW&K Investment Management
Massachusetts
$194K -$2.35K -51 -1%
EI
2444
Ellevest Inc
New York
$193K -$57.7K -1,251 -21%
GLLW
2445
Graves Light Lenhart Wealth
Virginia
$192K -$14.9K -324 -6%
FP
2446
Financial Perspectives
Minnesota
$192K
BWP
2447
Baldwin Wealth Partners
Massachusetts
$190K -$6.78K -147 -3%
CYG
2448
Clean Yield Group
Vermont
$188K
ACM
2449
Antonetti Capital Management
Florida
$183K -$39.4K -855 -16%
JEST
2450
JTC Employer Solutions Trustee
Jersey
$182K -$20.8K -450 -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.