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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
TFGT
2501
TS Financial Group (TSFG)
Illinois
$218K -$11.2K -234 -5%
BONST
2502
Bank of Nova Scotia Trust
Ontario, Canada
$217K -$34.4K -720 -14%
WJA
2503
Willis Johnson & Associates
Texas
$217K -$24.9K -522 -10%
BFWA
2504
Benchmark Financial Wealth Advisors
Florida
$217K +$215K +4,506 New
PP
2505
Pegasus Partners
Wisconsin
$216K -$22.3K -468 -9%
BCPWM
2506
Bradley & Co Private Wealth Management
Florida
$215K
LWM
2507
Lyell Wealth Management
California
$215K +$5.44K +114 +3%
MA
2508
MAS Advisors
Florida
$215K +$215K +4,509 New
CPSC
2509
Carl P. Sherr & Co
Massachusetts
$214K -$24.5K -513 -10%
NEPPG
2510
New England Professional Planning Group
Rhode Island
$214K
WGAM
2511
Wilkinson Global Asset Management
New York
$214K
BCMO
2512
Buckingham Capital Management (Ohio)
Ohio
$213K +$859 +18 +0.4%
OL
2513
Optas LLC
Texas
$213K +$1.43K +30 +0.7%
WMS
2514
Wealth Management Solutions
Pennsylvania
$213K +$210K +4,407 New
BBW
2515
Blue Barn Wealth
Utah
$213K +$211K +4,410 New
MYIA
2516
Mount Yale Investment Advisors
Colorado
$213K +$211K +4,410 New
EL
2517
EMFO LLC
Florida
$212K
SIC
2518
Sigma Investment Counselors
Michigan
$211K -$10K -210 -5%
HKAM
2519
Horizon Kinetics Asset Management
New York
$211K +$209K +4,371 New
GG
2520
Golden Green
South Carolina
$210K -$261K -5,463 -56%
SICM
2521
Sustainable Insight Capital Management
New York
$210K -$69.7K -1,461 -25%
TF
2522
Trek Financial
Arizona
$210K -$53.6K -1,122 -20%
BIC
2523
Beach Investment Counsel
Pennsylvania
$210K
BWM
2524
Blossom Wealth Management
California
$210K +$208K +4,359 New
CCFM
2525
Clear Creek Financial Management
Washington
$209K -$63.2K -1,323 -23%

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.