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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
RIA
2626
Richwood Investment Advisors
Ohio
$72K +$71.6K +1,500 New
MWC
2627
MBM Wealth Consultants
Missouri
$70K +$31.5K +660 +83%
NWM
2628
Navigation Wealth Management
Colorado
$69K +$68.5K +1,434 New
BAM
2629
Baldrige Asset Management
Pennsylvania
$68K -$3.01K -63 -4%
RDFA
2630
Ritter Daniher Financial Advisory
Ohio
$68K +$45.8K +960 +213%
SIC
2631
SJS Investment Consulting
Ohio
$64K +$63.2K +1,323 New
RI
2632
Rinkey Investments
California
$64K +$64.4K +1,350 New
RWML
2633
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$63.6K -$5.59K -117 -8%
AHIA
2634
Andrew Hill Investment Advisors
Florida
$63K +$63.2K +1,323 New
KFS
2635
Kelly Financial Services
Massachusetts
$62.8K -$37.7K -789 -38%
LWP
2636
Laurel Wealth Planning
Minnesota
$62K
HF
2637
Halpern Financial
Virginia
$60.3K -$14.2K -297 -19%
UCB
2638
United Community Bank
South Carolina
$59.9K +$59.3K +1,242 New
SC
2639
Steph & Co
Wisconsin
$58K +$44.1K +924 +331%
TF
2640
TimeScale Financial
Massachusetts
$56K +$143 +3 +0.3%
CT
2641
Clearstead Trust
Maine
$54K
FFA
2642
Freedman Financial Associates
Massachusetts
$51K
HFS
2643
HBC Financial Services
Washington
$50K -$3.01K -63 -7%
RIM
2644
Rockbridge Investment Management
New York
$50K +$36.5K +765 +287%
TAM
2645
Tucker Asset Management
Colorado
$49.1K -$18.8K -393 -28%
GIA
2646
Goodwin Investment Advisory
Georgia
$48K
LWA
2647
Lowe Wealth Advisors
Maryland
$48K
PSB
2648
Piscataqua Savings Bank
New Hampshire
$46K
HNWA
2649
Henrickson Nauta Wealth Advisors
Michigan
$44K +$45.1K +945 New
HFA
2650
HC Financial Advisors
California
$43K

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.