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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
BCI
301
Brinker Capital Investments
Pennsylvania
$25M +$18.2M +380,988 +279%
BAM
302
Berkshire Asset Management
Pennsylvania
$24.9M +$518K +10,857 +2%
TF
303
TIAA FSB
Florida
$24.8M +$3.28M +68,748 +15%
HCM
304
Hilton Capital Management
New York
$24.6M +$1.7M +35,652 +8%
DIA
305
Davidson Investment Advisors
Montana
$24.6M +$132K +2,766 +0.5%
MTWSIF
306
Mivtachim The Workers Social Insurance Fund
Israel
$24.6M
X
307
Xponance
Pennsylvania
$23.7M +$2.79M +58,536 +14%
JCM
308
Janney Capital Management
Pennsylvania
$23.6M +$2.54M +53,208 +12%
MLICM
309
Metropolitan Life Insurance Company (MetLife)
New York
$23.6M -$772K -16,176 -3%
NWM
310
Nicola Wealth Management
British Columbia, Canada
$23.1M +$1.22M +25,500 +6%
Cetera Investment Advisers
311
Cetera Investment Advisers
Illinois
$23.1M +$1.29M +26,919 +6%
NMIFOAC
312
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$22.8M
JIC
313
Johnson Investment Counsel
Ohio
$22.8M +$105K +2,190 +0.5%
CTI
314
Community Trust & Investment
Kentucky
$22.8M +$359K +7,515 +2%
AHB
315
Abner Herrman & Brock
New Jersey
$22.7M -$40.4K -846 -0.2%
CCT
316
Country Club Trust
Missouri
$22.6M -$29.6K -621 -0.1%
AAM
317
Advisors Asset Management
Colorado
$22.5M +$1.49M +31,215 +7%
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$22.5M -$383K -8,013 -2%
NIG
319
NFJ Investment Group
Texas
$22.3M +$1.35M +28,293 +7%
CAM
320
ClariVest Asset Management
California
$22M +$1.83M +38,406 +9%
HIMCH
321
Hartford Investment Management Co (HIMCO)
Connecticut
$22M +$1.57M +32,835 +8%
SWM
322
Spire Wealth Management
Virginia
$21.8M +$2.42M +50,742 +13%
OC
323
Oakworth Capital
Alabama
$21.5M +$1.08M +22,536 +5%
AIM
324
Artemis Investment Management
United Kingdom
$21.5M +$11.5M +239,922 +117%
CAN
325
Cetera Advisor Networks
California
$21.5M +$830K +17,382 +4%

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.