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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
WA
2801
WESPAC Advisors
California
-$323K -6,942 Closed
GSIS
2802
Global Strategic Investment Solutions
Arizona
-$316K -6,804 Closed
Financial Engines Advisors
2803
Financial Engines Advisors
California
-$312K -6,732 Closed
DA
2804
DCM Advisors
New York
-$302K -6,498 Closed
RW
2805
Rede Wealth
Virginia
-$297K -6,396 Closed
HWM
2806
Hemington Wealth Management
Virginia
-$263K -5,661 Closed
AI
2807
Atom Investors
Texas
-$251K -5,409 Closed
WIC
2808
Whitegate Investment Counselors
New Hampshire
-$246K -5,301 Closed
HR
2809
Hardy Reed
Mississippi
-$244K -5,256 Closed
MFG
2810
Menard Financial Group
Texas
-$238K -5,133 Closed
AC
2811
Arjuna Capital
North Carolina
-$226K -4,854 Closed
Aristotle Capital Management
2812
Aristotle Capital Management
California
-$224K -4,830 Closed
AWM
2813
Aevitas Wealth Management
Massachusetts
-$223K -4,794 Closed
PWM
2814
Palumbo Wealth Management
New York
-$221K -4,752 Closed
PSP
2815
Principal Street Partners
Tennessee
-$220K -4,746 Closed
ACM
2816
Arlington Capital Management
Illinois
-$217K -4,680 Closed
EPA
2817
Element Pointe Advisors
Florida
-$217K -4,680 Closed
SIGI
2818
Susquehanna International Group (Ireland)
Ireland
-$216K -4,659 Closed
RCM
2819
Requisite Capital Management
Texas
-$215K -4,623 Closed
AAP
2820
Ardsley Advisory Partners
Connecticut
-$209K -4,500 Closed
AWM
2821
Aprio Wealth Management
Georgia
-$208K -4,476 Closed
SFA
2822
Source Financial Advisors
New York
-$207K -4,467 Closed
VLKIM
2823
Van Lanschot Kempen Investment Management
Netherlands
-$207K -4,452 Closed
RCA
2824
Ranch Capital Advisors
Florida
-$169K -3,648 Closed
SOW
2825
State of Wyoming
Wyoming
-$157K -3,369 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.