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Walmart Inc

2,730 hedge funds and large institutions have $127B invested in Walmart Inc in 2021 Q4 according to their latest regulatory filings, with 399 funds opening new positions, 1,122 increasing their positions, 900 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 399 | Existing positions closed: 110

25% more repeat investments, than reductions

Existing positions increased: 1,122 | Existing positions reduced: 900

20% more call options, than puts

Call options by funds: $3.51B | Put options by funds: $2.92B

10% more funds holding

Funds holding: 2,4832,730 (+247)

6% more funds holding in top 10

Funds holding in top 10: 7276 (+4)

1.33% more ownership

Funds ownership: 94.2%95.53% (+1.3%)

4% more capital invested

Capital invested by funds: $122B → $127B (+$4.6B)

Holders
2,730
Holders Change
+247
Holders Change %
+9.95%
% of All Funds
42.01%
Holding in Top 10
76
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.56%
% of All Funds
1.17%
New
399
Increased
1,122
Reduced
900
Closed
110
Calls
$3.51B
Puts
$2.92B
Net Calls
+$586M
Net Calls Change
-$43.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
2476
Marotta Asset Management
Virginia
$226K +$224K +4,689 New
FCM
2477
Firestone Capital Management
Florida
$226K
KWA
2478
Kellett Wealth Advisors
Ohio
$226K +$223K +4,674 New
CWM
2479
Collaborative Wealth Management
Florida
$226K +$223K +4,677 New
CG
2480
Castellan Group
Kentucky
$226K +$224K +4,692 New
BCB
2481
Brian C. Broderick
$225K
SPWG
2482
Sage Private Wealth Group
Illinois
$225K +$8.45K +177 +4%
AIIMS
2483
Analyst IMS Investment Management Services
Israel
$225K +$226K +4,725 New
CYG
2484
Clean Yield Group
Vermont
$224K -$4.44K -93 -2%
AAM
2485
Autus Asset Management
Arizona
$224K +$4.87K +102 +2%
PS
2486
Planned Solutions
California
$224K +$221K +4,635 New
OIS
2487
Okabena Investment Services
Minnesota
$224K +$222K +4,647 New
SFG
2488
Sovereign Financial Group
Connecticut
$224K +$222K +4,656 New
ACA
2489
Affinity Capital Advisors
California
$223K -$4.44K -93 -2%
GA
2490
Geller Advisors
New York
$223K -$573 -12 -0.3%
OPTFSNA
2491
Old Point Trust & Financial Services N A
Virginia
$223K
TA
2492
TrueWealth Advisors
Alabama
$223K +$221K +4,620 New
HKIMG
2493
Hutchens & Kramer Investment Management Group
Indiana
$222K +$221K +4,626 New
PIFP
2494
Partners in Financial Planning
Virginia
$221K
BG
2495
Benedetti & Gucer
Georgia
$220K -$22.3K -468 -9%
AF
2496
Affiance Financial
Minnesota
$220K
BWA
2497
Bordeaux Wealth Advisors
California
$220K +$218K +4,566 New
WWMSC
2498
Wagner Wealth Management (South Carolina)
South Carolina
$219K -$18K -378 -8%
LBC
2499
Lawrence B. Cohen
$218K -$615K -12,879 -74%
FL
2500
Fort LP
Maryland
$218K -$481K -10,077 -69%

WMT Hedge Fund Activity: Q4 2021 in Review

2,730 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q4 2021, worth a combined $127B — up 3.8% from $122B a quarter earlier.

Buyers outnumbered sellers: 399 funds opened new WMT positions and 110 closed out — a net gain of 289 holders — while 1,122 added to existing stakes and 900 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $1.49B. The largest seller was Fisher Asset Management, cutting an estimated $1.14B.

  • 2,730 institutional investors held Walmart Inc (WMT) as of Q4 2021, up from 2,483 in Q3 2021.
  • Funds reported $127B of Walmart Inc stock for Q4 2021, up 3.8% quarter-over-quarter.
  • 399 funds opened new Walmart Inc positions in Q4 2021 and 110 closed out, a net change of +289 holders.
  • The largest Walmart Inc buyer in Q4 2021 was GQG Partners, an estimated $1.49B added.
  • The largest Walmart Inc seller in Q4 2021 was Fisher Asset Management, an estimated $1.14B sold.

Based on aggregated 13F filings for Q4 2021.