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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
SLWA
2776
San Luis Wealth Advisors
California
-$1.21M -26,091 Closed
XT
2777
XTX Topco
Cayman Islands
-$1.2M -25,821 Closed
ED
2778
Exane Derivatives
France
-$1.12M -24,165 Closed
GPFA
2779
Game Plan Financial Advisors
Ohio
-$1.12M -24,036 Closed
HPWM
2780
High Pines Wealth Management
Massachusetts
-$1.01M -21,750 Closed
AFA
2781
Abacus FCF Advisors
Florida
-$1.03M -21,528 Closed
FC
2782
FORA Capital
Florida
-$836K -17,997 Closed
JGIA
2783
Jackson Grant Investment Advisers
Connecticut
-$784K -16,884 Closed
SM
2784
Sciencast Management
New Jersey
-$694K -15,033 Closed
Q
2785
QVR
California
-$673K -14,490 Closed
LIP
2786
Liontrust Investment Partners
United Kingdom
-$636K -13,689 Closed
MA
2787
MCF Advisors
Kentucky
-$571K -12,288 Closed
BI
2788
Bramshill Investments
Florida
-$558K -12,009 Closed
KOCAA
2789
Knights of Columbus Asset Advisors
Connecticut
-$548K -11,796 Closed
CCWA
2790
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$548K -11,790 Closed
BOS
2791
Bingham Osborn & Scarborough
California
-$496K -10,677 Closed
LP
2792
LMR Partners
United Kingdom
-$482K -10,377 Closed
TC
2793
Toews Corporation
New Jersey
-$404K -8,700 Closed
RIM
2794
Redwood Investment Management
Arizona
-$404K -8,697 Closed
QTM
2795
qPULA Trading Management
New York
-$394K -8,472 Closed
CCM
2796
Crabel Capital Management
California
-$385K -8,295 Closed
AI
2797
ArchPoint Investors
Florida
-$367K -7,890 Closed
CPA
2798
Clear Perspective Advisors
Illinois
-$365K -7,851 Closed
AG
2799
AlphaSimPlex Group
Massachusetts
-$353K -7,596 Closed
TW
2800
TrinityPoint Wealth
Connecticut
-$333K -7,176 Closed

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.