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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
ZCM
426
Ziegler Capital Management
Illinois
$12.4M +$808K +16,926 +7%
TH
427
TCTC Holdings
Texas
$12.4M +$9.31K +195 +0.1%
CIC
428
Cutler Investment Counsel
Oregon
$12.3M +$160K +3,360 +1%
BPA
429
Beacon Pointe Advisors
California
$12.3M -$4.63M -96,951 -28%
CT
430
Cambridge Trust
Massachusetts
$12.2M +$2.2M +46,053 +22%
BRWA
431
B. Riley Wealth Advisors
Florida
$12.2M +$318K +6,663 +3%
ETC
432
Exchange Traded Concepts
Oklahoma
$12.2M +$6.27M +131,436 +109%
SGA
433
Strategic Global Advisors
California
$12.2M +$983K +20,586 +9%
EWM
434
Edge Wealth Management
New York
$12.1M +$142K +2,982 +1%
VWM
435
Venturi Wealth Management
Texas
$12.1M +$156K +3,276 +1%
CIA
436
CCM Investment Advisers
South Carolina
$12.1M -$321K -6,723 -3%
TBA
437
Tower Bridge Advisors
Pennsylvania
$12.1M -$84.9K -1,779 -0.7%
MCM
438
MAI Capital Management
Ohio
$12M +$303K +6,351 +3%
SBH
439
Segall Bryant & Hamill
Illinois
$12M -$151K -3,162 -1%
PG
440
Pendal Group
Australia
$12M +$3.97M +83,238 +50%
JMFC
441
J.M. Forbes & Co
Massachusetts
$12M +$15K +315 +0.1%
MA
442
Montag & Associates
Georgia
$11.9M -$134K -2,811 -1%
BG
443
Bollard Group
Massachusetts
$11.9M
AI
444
Atria Investments
North Carolina
$11.9M +$358K +7,509 +3%
ASN
445
Advisory Services Network
Georgia
$11.9M -$861K -18,030 -7%
HA
446
Hamel Associates
New Jersey
$11.8M -$20.8K -435 -0.2%
CAMG
447
CWA Asset Management Group
Florida
$11.8M +$249K +5,226 +2%
MYAM
448
Meiji Yasuda Asset Management
Japan
$11.7M +$1.4M +29,394 +14%
AP
449
Atwood & Palmer
Missouri
$11.6M +$451K +9,456 +4%
PL
450
Parthenon LLC
Kentucky
$11.5M -$516K -10,812 -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.