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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
MTWM
2601
Masso Torrence Wealth Management
New Jersey
$102K +$101K +2,121 New
CFN
2602
Cordasco Financial Network
Florida
$101K
EARNEST Partners
2603
EARNEST Partners
Georgia
$99K
PP
2604
PrairieView Partners
Minnesota
$97K
LFG
2605
Leverty Financial Group
Wisconsin
$97K +$96.4K +2,019 New
SC
2606
Schubert & Co
Texas
$94K +$93K +1,947 New
DWP
2607
Destiny Wealth Partners
Florida
$93K +$4.73K +99 +5%
MAWCM
2608
Mine & Arao Wealth Creation & Management
California
$92K
MUMSS
2609
Mitsubishi UFJ Morgan Stanley Securities
Japan
$91K +$2.86K +60 +3%
CFG
2610
CKW Financial Group
Hawaii
$90K
MWM
2611
Mascoma Wealth Management
New Hampshire
$88K +$1.15K +24 +1%
CCA
2612
Column Capital Advisors
Indiana
$87K -$29.6K -621 -26%
PCTC
2613
Perkins Coie Trust Company
Washington
$87K -$2.29K -48 -3%
PWC
2614
PYA Waltman Capital
Tennessee
$87K +$85.8K +1,797 New
BLC
2615
Brown, Lisle/Cummings
Rhode Island
$85.7K +$84.8K +1,776 New
BCM
2616
Bourgeon Capital Management
Connecticut
$84K
AA
2617
AlphaMark Advisors
Kentucky
$81K
CMA
2618
Cedar Mountain Advisors
Oregon
$80K
TCWA
2619
Ten Capital Wealth Advisors
Washington
$79K +$14.3K +300 +23%
CWA
2620
Carolina Wealth Advisors
South Carolina
$78K -$73.2K -1,533 -49%
PO
2621
Private Ocean
California
$74K -$14.5K -303 -17%
LPWM
2622
Lake Point Wealth Management
Texas
$74K
CSWM
2623
Cassady Schiller Wealth Management
Ohio
$74K +$72.9K +1,527 New
VRS
2624
Virginia Retirement Systems
Virginia
$73.6K +$5.49M +114,900 +8%
BHWM
2625
Bay Harbor Wealth Management
Maryland
$73K +$3.29K +69 +5%

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.