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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
JAM
351
Jupiter Asset Management
United Kingdom
$18.4M -$42.6M -892,938 -70%
CICI
352
Capital Investment Counsel Inc
North Carolina
$18.3M +$673K +14,100 +4%
Nomura Holdings
353
Nomura Holdings
Japan
$18.2M +$7.51M +157,296 +69%
Connor, Clark & Lunn Investment Management (CC&L)
354
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$18.1M -$2.6M -54,465 -13%
GCM
355
Gabalex Capital Management
New York
$18.1M +$1.43M +30,000 +9%
NCM
356
Novare Capital Management
North Carolina
$18M +$29.9K +627 +0.2%
BMO
357
Beck Mack & Oliver
New York
$18M -$28.6K -600 -0.2%
OPERF
358
Oregon Public Employees Retirement Fund
Oregon
$17.9M -$25.5M -534,486 -59%
NEI
359
Northwest & Ethical Investments
Ontario, Canada
$17.9M +$769K +16,110 +5%
GG
360
Greenwood Gearhart
Arkansas
$17.8M +$462K +9,672 +3%
FWCM
361
Ferguson Wellman Capital Management
Oregon
$17.7M +$506K +10,593 +3%
GHA
362
GW Henssler & Associates
Georgia
$17.7M +$137K +2,880 +0.8%
AC
363
Allstate Corporation
Illinois
$17.5M +$13M +272,376 +304%
HWA
364
Heritage Wealth Advisors
Virginia
$17.4M +$1.25M +26,271 +8%
CC
365
Cadinha & Co
Hawaii
$17.3M -$9.24M -193,575 -35%
DADC
366
D.A. Davidson & Co
Montana
$17.1M -$868K -18,192 -5%
SAM
367
Securian Asset Management
Minnesota
$17M -$244K -5,121 -1%
JIR
368
James Investment Research
Ohio
$17M -$480K -10,053 -3%
PA
369
Pinnacle Associates
New York
$16.9M +$4.19M +87,681 +33%
EMPI
370
Elo Mutual Pension Insurance
Finland
$16.8M +$1.16M +24,309 +8%
ADEF
371
Adams Diversified Equity Fund
Maryland
$16.7M
PGFC
372
Peapack-Gladstone Financial Corp
New Jersey
$16.4M +$128K +2,688 +0.8%
WT
373
Whittier Trust
California
$16.4M -$431K -9,018 -3%
BBVA
374
Banco Bilbao Vizcaya Argentaria
Spain
$16.1M +$6.03M +126,231 +60%
IAA
375
Independent Advisor Alliance
North Carolina
$16.1M -$778K -16,296 -5%

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.