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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
MIM
476
Marco Investment Management
Georgia
$10.6M +$771K +16,140 +8%
SAM
477
Shell Asset Management
Netherlands
$10.6M -$2.3M -48,159 -18%
Grantham, Mayo, Van Otterloo & Co (GMO)
478
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.5M +$10.4M +218,523 New
FNT
479
First Nebraska Trust
Nebraska
$10.5M -$295K -6,180 -3%
WCM
480
Whitener Capital Management
North Carolina
$10.5M +$970K +20,325 +10%
AIM
481
Allen Investment Management
New York
$10.5M +$1.32M +27,687 +15%
BCM
482
Bridgeway Capital Management
Texas
$10.5M -$17.9M -375,675 -63%
SPC
483
Sigma Planning Corp
Michigan
$10.4M -$425K -8,904 -4%
FF
484
FourThought Financial
Florida
$10.4M +$131K +2,754 +1%
FNBOO
485
First National Bank of Omaha
Nebraska
$10.4M -$52.7K -1,104 -0.5%
OAM
486
Oppenheimer Asset Management
New York
$10.3M +$580K +12,144 +6%
FNT
487
First National Trust
Pennsylvania
$10.3M +$124K +2,607 +1%
ACP
488
Ashfield Capital Partners
California
$10.3M -$78.8K -1,650 -0.8%
QT
489
Quantbot Technologies
New York
$10.3M +$176K +3,681 +2%
CSIC
490
Clifford Swan Investment Counsel
California
$10.2M +$116K +2,427 +1%
BFEC
491
Benjamin F. Edwards & Company
Missouri
$10.1M +$1.99M +41,784 +25%
RCYC
492
Richard C. Young & Co
Rhode Island
$10.1M -$165K -3,465 -2%
NMIMC
493
Northwestern Mutual Investment Management Company
Wisconsin
$10.1M +$696K +14,580 +7%
HI
494
Hoey Investments
Pennsylvania
$10M -$84.6K -1,773 -0.8%
PFM
495
Parsec Financial Management
North Carolina
$10M -$138K -2,883 -1%
CA
496
Callahan Advisors
Texas
$9.95M -$300K -6,294 -3%
Lido Advisors
497
Lido Advisors
California
$9.9M +$2.06M +43,248 +27%
HIC
498
Hartline Investment Corp
Illinois
$9.87M -$2.75M -57,600 -22%
FSA
499
Franklin Street Advisors
North Carolina
$9.86M +$331K +6,933 +4%
PFS
500
Prospera Financial Services
Texas
$9.79M +$1.01M +21,177 +12%

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.