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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
IRAG
2701
Investment Research & Advisory Group
Georgia
$8K
CM
2702
Cornerstone Management
Georgia
$7.24K +$7.16K +150 New
KC
2703
Knuff & Co
California
$7K -$66.6K -1,395 -90%
DWMG
2704
DB Wealth Management Group
California
$7K
WIA
2705
Wealthstreet Investment Advisors
Texas
$7K
RWA
2706
RGT Wealth Advisors
Texas
$7K +$7.16K +150 New
YAL
2707
Your Advocates Ltd
Texas
$6K
PP
2708
PFS Partners
New Jersey
$5.37K +$5.3K +111 New
EAM
2709
Eukles Asset Management
Ohio
$5K
LIM
2710
Longfellow Investment Management
Massachusetts
$5K
UIA
2711
Ulland Investment Advisors
Minnesota
$5K +$5.01K +105 New
AWA
2712
Artemis Wealth Advisors
New York
$3.69K
AFG
2713
Albion Financial Group
Utah
$3K -$142K -2,970 -98%
AWMS
2714
Advocacy Wealth Management Services
Georgia
$3K
DTIM
2715
Danda Trouve Investment Management
Kansas
$3K
AWA
2716
Aquire Wealth Advisors
Utah
$3K +$2.86K +60 New
UFF
2717
USA Financial Formulas
Michigan
$2K -$1.43K -30 -42%
DRS
2718
Deane Retirement Strategies
Louisiana
$2K
FHC
2719
First Heartland Consultants
Missouri
$1.3K +$112K +2,355 +10%
CIA
2720
Cascade Investment Advisors
Oregon
$1.01K
MWA
2721
Moser Wealth Advisors
Washington
$1K
SCA
2722
Sandy Cove Advisors
Massachusetts
$1K +$1K +21 New
IA
2723
IFS Advisors
Kansas
$1K +$1.43K +30 New
SPA
2724
Shore Point Advisors
New Jersey
$1K +$1.43K +30 New
FGAM
2725
Financial Gravity Asset Management
Texas
$897 +$274K +5,748 +53%

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.