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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
BIA
2676
Bell Investment Advisors
California
$19K +$2.58K +54 +16%
PGAM
2677
Princeton Global Asset Management
New Jersey
$19K +$4.73K +99 +33%
NC
2678
NewSquare Capital
Pennsylvania
$18K +$7.16K +150 +65%
MW
2679
Milestone Wealth
New York
$18K +$18.2K +381 New
SFG
2680
Steward Financial Group
Texas
$18K +$18.3K +384 New
RBC
2681
Roble Belko & Company
Pennsylvania
$17K
CCMW
2682
Cypress Capital Management (Wyoming)
Wyoming
$17K +$16.5K +345 New
MG
2683
MilWealth Group
Wisconsin
$16.4K
Baillie Gifford & Co
2684
Baillie Gifford & Co
United Kingdom
$15K
TIM
2685
Tortoise Investment Management
New York
$15K +$8.16K +171 +114%
KC
2686
Kenfarb & Co
Kentucky
$15K +$14.6K +306 New
S
2687
Surevest
California
$15K +$14.6K +306 New
IWP
2688
IAG Wealth Partners
Wisconsin
$14K
TC
2689
Tacita Capital
Ontario, Canada
$14K
RCM
2690
Raleigh Capital Management
North Carolina
$14K +$14.3K +300 New
CWM
2691
Curi Wealth Management
North Carolina
$14K +$14.6K +306 New
MAM
2692
McCarthy Asset Management
California
$13K -$1.43K -30 -10%
FEG
2693
Financial Enhancement Group
Indiana
$12K
BBHC
2694
Brown Brothers Harriman & Co
New York
$11.2K -$264K -5,529 -2%
BA
2695
Bellwether Advisors
Nebraska
$11K
HWM
2696
HighMark Wealth Management
Minnesota
$10K
IHWM
2697
Iron Horse Wealth Management
Iowa
$9K
DWA
2698
Delos Wealth Advisors
Texas
$9K +$8.31K +174 +1,933%
BC
2699
Barnett & Company
Tennessee
$9K +$8.59K +180 New
CP
2700
Castleview Partners
Texas
$8.32K +$173M +3,613,713 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.