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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
WPWM
2551
Western Pacific Wealth Management
Illinois
$195K +$193K +4,050 New
BWL
2552
Bogart Wealth LLC
Virginia
$181K -$1K -21 -0.6%
BA
2553
Bivin & Associates
Oklahoma
$179K +$177K +3,705 New
MCA
2554
Maryland Capital Advisors
Maryland
$177K +$175K +3,675 New
ICM
2555
Islay Capital Management
Texas
$172K +$9.88K +207 +6%
SFA
2556
Semmax Financial Advisors
North Carolina
$172K +$79.6K +1,668 +88%
TLCM
2557
Twin Lakes Capital Management
California
$169K
CA
2558
Crewe Advisors
Utah
$168K +$95.1K +1,992 +134%
MGIM
2559
M&G Investment Management
United Kingdom
$167K +$26M +543,627 +19%
SQA
2560
Simon Quick Advisors
New Jersey
$165K +$34.8K +729 +27%
AWM
2561
Accel Wealth Management
Iowa
$152K +$2.44K +51 +2%
NR
2562
Newfound Research
Massachusetts
$151K +$90.1K +1,887 +152%
TSWM
2563
Tyler-Stone Wealth Management
Ohio
$150K +$149K +3,111 New
CWAF
2564
Core Wealth Advisors (Florida)
Florida
$149K
FMP
2565
Financial Management Professionals
Texas
$148K -$23.1K -483 -14%
EA
2566
Evolution Advisers
Virginia
$148K +$146K +3,066 New
WIM
2567
Westside Investment Management
California
$145K
AW
2568
Avion Wealth
Texas
$140K +$24.3K +510 +21%
MWA
2569
Miller Wealth Advisors
Colorado
$136K +$135K +2,826 New
KFI
2570
Key Financial Inc
Pennsylvania
$133K -$14.3K -300 -10%
SC
2571
Seldon Capital
California
$133K +$131K +2,754 New
RG
2572
Retirement Group
California
$131K -$677K -14,184 -84%
BCM
2573
Blume Capital Management
California
$130K
SAS
2574
Stelac Advisory Services
New York
$130K +$128K +2,691 New
C
2575
Covestor
United Kingdom
$128K +$126K +2,646 New

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.