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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
LD
2651
Lipe & Dalton
New York
$43K +$10.9K +228 +35%
MIM
2652
Macroview Investment Management
Maryland
$37K -$9.31K -195 -20%
CF
2653
Concorde Financial
Texas
$37K +$37.1K +777 New
SIA
2654
Sit Investment Associates
Minnesota
$36K +$35.8K +750 New
LFA
2655
Level Financial Advisors
New York
$35K +$34.4K +720 New
JRFS
2656
James Reed Financial Services
Ohio
$35K +$34.5K +723 New
LAS
2657
Lloyd Advisory Services
Georgia
$34K -$8.31K -174 -20%
CWM
2658
Cedar Wealth Management
California
$33K
OAJ
2659
Ogorek Anthony Joseph
New York
$32K
ACK
2660
Andrew C. Karlinski
$32K +$32.1K +672 New
MBFW
2661
Morton Brown Family Wealth
Pennsylvania
$31K +$30.9K +648 New
GWA
2662
Gibson Wealth Advisors
Texas
$29K +$28.6K +600 New
OA
2663
Operose Advisors
Wisconsin
$29K +$28.6K +600 New
SMFG
2664
Sumitomo Mitsui Financial Group
Japan
$28K -$212K -4,449 -88%
IAG
2665
Investmark Advisory Group
Connecticut
$28K +$28.6K +600 New
SMG
2666
Spectrum Management Group
Indiana
$27K -$17.5K -366 -39%
FA
2667
Financial Avengers
California
$27K
PCFFS
2668
Pacific Center for Financial Services
California
$24K
IAS
2669
IMA Advisory Services
Colorado
$23K
EWM
2670
Elmwood Wealth Management
California
$22K +$22.1K +462 New
MFA
2671
McClarren Financial Advisors
Pennsylvania
$21K +$143 +3 +0.7%
KFP
2672
KB Financial Partners
New Jersey
$21K +$21.1K +441 New
AWM
2673
Activest Wealth Management
Florida
$20K -$16.5K -345 -46%
CP
2674
Corbenic Partners
Pennsylvania
$20K +$5.01K +105 +35%
FCG
2675
Financial Connections Group
California
$20K +$20.2K +423 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.