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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
LCM
2526
LVM Capital Management
Michigan
$209K +$207K +4,335 New
CMS
2527
Capital Market Strategies
Florida
$209K +$207K +4,338 New
KIG
2528
Kessler Investment Group
Indiana
$208K -$3.31M -69,435 -94%
GBWM
2529
Granite Bay Wealth Management
New Hampshire
$208K +$206K +4,320 New
ACM
2530
Ategra Capital Management
Virginia
$206K +$204K +4,275 New
JWM
2531
Janiczek Wealth Management
Colorado
$206K -$20.6K -432 -9%
FFWM
2532
Future Financial Wealth Management
Ohio
$206K
PCM
2533
Poehling Capital Management
Wisconsin
$206K +$204K +4,278 New
TWM
2534
TriaGen Wealth Management
California
$204K +$202K +4,221 New
PCWA
2535
Pacific Capital Wealth Advisors
California
$203K -$11.6K -243 -5%
CVM
2536
Cheviot Value Management
California
$203K -$9.31K -195 -4%
CCM
2537
Crew Capital Management
Ohio
$203K +$201K +4,200 New
OFW
2538
Omnia Family Wealth
Florida
$202K +$199K +4,173 New
DIM
2539
DC Investments Management
Virginia
$202K +$200K +4,179 New
SL
2540
Summitry LLC
California
$202K +$200K +4,188 New
BDFN
2541
Bond & Devick Financial Network
Minnesota
$202K +$200K +4,191 New
TIP
2542
Torray Investment Partners
Maryland
$202K +$200K +4,194 New
CHAM
2543
Clear Harbor Asset Management
Connecticut
$201K -$35.8K -750 -15%
GBA
2544
Garrison Bradford & Associates
New York
$201K +$199K +4,164 New
MWP
2545
Meridian Wealth Partners
Pennsylvania
$201K +$199K +4,164 New
AAM
2546
Augustine Asset Management
Florida
$201K +$199K +4,170 New
WCF
2547
West Coast Financial
California
$201K +$199K +4,170 New
ECAM
2548
East Coast Asset Management
Massachusetts
$201K +$199K +4,176 New
APW
2549
Acima Private Wealth
Virginia
$199K
ODG
2550
O'Dell Group
Ohio
$198K

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.