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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
SSB
376
Sandy Spring Bank
Maryland
$16.1M +$396K +8,292 +3%
HPC
377
HM Payson & Co
Maine
$16M -$193K -4,044 -1%
EIP
378
Easterly Investment Partners
Massachusetts
$15.9M -$4.29M -89,880 -21%
MSRPS
379
Maryland State Retirement & Pension System
Maryland
$15.9M +$109K +2,286 +0.7%
OMC
380
Overbrook Management Corp
New York
$15.7M -$301K -6,297 -2%
LIM
381
Lathrop Investment Management
Arkansas
$15.7M -$60K -1,257 -0.4%
AWM
382
Ameliora Wealth Management
Switzerland
$15.6M +$16.9M +354,318 New
AAIM
383
Asset Advisors Investment Management
Georgia
$15.5M +$114K +2,385 +0.7%
CA
384
CapWealth Advisors
Tennessee
$15.5M +$445K +9,312 +3%
CAM
385
Cresset Asset Management
Illinois
$15.4M +$5.94M +124,449 +64%
TRSOTSOK
386
Teachers Retirement System of the State of Kentucky
Kentucky
$15.2M -$134K -2,808 -0.9%
ECM
387
Empirical Capital Management
Tennessee
$15.2M
KWILP
388
Kiwi Wealth Investments Limited Partnership
New Zealand
$15M +$6.51M +136,305 +78%
CFB
389
Cullen/Frost Bankers
Texas
$15M -$145K -3,030 -1%
CA
390
CSM Advisors
Pennsylvania
$15M -$541K -11,325 -4%
BPWM
391
Badgley Phelps Wealth Managers
Washington
$14.8M +$168K +3,525 +1%
JRCM
392
Jones Road Capital Management
New York
$14.7M +$2.08M +43,500 +17%
WCMN
393
Westchester Capital Management (Nebraska)
Nebraska
$14.6M -$46.4K -972 -0.3%
EDRH
394
Edmond de Rothschild Holding
Switzerland
$14.5M +$6.09M +127,662 +74%
Wealthfront Advisers
395
Wealthfront Advisers
California
$14.4M +$775K +16,242 +6%
WT
396
Washington Trust
Rhode Island
$14.3M -$3.67M -76,947 -21%
RC
397
RegentAtlantic Capital
New Jersey
$14.2M -$569K -11,919 -4%
Voloridge Investment Management
398
Voloridge Investment Management
Florida
$14.2M -$40.2M -841,518 -74%
AAS
399
Avantax Advisory Services
Texas
$14.2M +$898K +18,813 +7%
PCIA
400
Prime Capital Investment Advisors
Kansas
$14.2M +$9.89M +207,141 +238%

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.