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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
FWA
2576
FSC Wealth Advisors
New York
$127K +$126K +2,640 New
TFO
2577
Tarbox Family Office
California
$126K
KCM
2578
KRS Capital Management
Michigan
$125K +$125K +2,610 New
AIL
2579
AGF Investments LLC
Ontario, Canada
$124K -$24.1K -504 -16%
MS
2580
Mizuho Securities
Japan
$124K +$86.1K +1,803 +238%
Cohen & Steers
2581
Cohen & Steers
New York
$123K
TLFA
2582
True Link Financial Advisors
California
$121K -$14.5K -303 -11%
GC
2583
Garde Capital
Washington
$119K
EPM
2584
Equitec Proprietary Markets
Illinois
$119K +$118K +2,469 New
WAM
2585
WFA Asset Management
Wisconsin
$119K +$118K +2,466 New
WB
2586
West Bancorporation
Iowa
$118K +$117K +2,451 New
RDIA
2587
RE Dickinson Investment Advisors
Iowa
$117K +$115K +2,418 New
AG
2588
AIA Group
Hong Kong
$115K -$1.27M -26,664 -92%
HR
2589
Howe & Rusling
New York
$115K -$10.6K -222 -9%
SFPG
2590
Stonebridge Financial Planning Group
Florida
$115K +$143 +3 +0.1%
BFG
2591
Baron Financial Group
New Jersey
$111K
MSE
2592
MUFG Securities EMEA
United Kingdom
$109K -$58.7M -1,228,680 -100%
AWM
2593
AllSquare Wealth Management
New York
$107K -$7.16K -150 -6%
KLWA
2594
Kelly Lawrence W & Associates
California
$107K +$106K +2,220 New
CWM
2595
CarsonAllaria Wealth Management
Illinois
$107K +$106K +2,226 New
EIP
2596
Ellis Investment Partners
Pennsylvania
$105K
BWP
2597
Baldwin Wealth Partners
Massachusetts
$103K
CWM
2598
Cranbrook Wealth Management
Michigan
$103K
HIM
2599
Hillsdale Investment Management
Ontario, Canada
$102K -$15K -315 -13%
BC
2600
Burleson & Co
California
$102K +$286 +6 +0.3%

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.