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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
CA
501
CV Advisors
Florida
$9.71M +$9.61M +201,402 New
AT
502
Arvest Trust
Oklahoma
$9.7M +$9.6M +201,084 New
RP
503
Rowlandmiller & Partners
Georgia
$9.67M -$506K -10,590 -5%
DY
504
Dowling & Yahnke
California
$9.64M +$295K +6,171 +3%
SCA
505
Spearhead Capital Advisors
Florida
$9.63M +$213K +4,455 +2%
MCM
506
Monarch Capital Management
Indiana
$9.61M -$104K -2,172 -1%
WB
507
Webster Bank
Connecticut
$9.59M +$294K +6,159 +3%
AP
508
Advisor Partners
California
$9.57M -$142K -2,979 -1%
CFG
509
Citizens Financial Group
Rhode Island
$9.56M -$161K -3,378 -2%
FMWA
510
Forvis Mazars Wealth Advisors
Missouri
$9.52M +$122K +2,559 +1%
LBC
511
Lowe Brockenbrough & Co
Virginia
$9.51M +$83.9K +1,758 +0.9%
SCA
512
Snowden Capital Advisors
New York
$9.47M -$119K -2,487 -1%
Parallax Volatility Advisers
513
Parallax Volatility Advisers
California
$9.46M +$9.36M +196,164 New
BCM
514
Buckhead Capital Management
Georgia
$9.38M -$404K -8,454 -4%
TWM
515
TLW Wealth Management
Florida
$9.37M +$991K +20,760 +12%
SWM
516
Segment Wealth Management
Texas
$9.36M +$230K +4,809 +3%
SC
517
Samlyn Capital
New York
$9.3M +$9.2M +192,756 New
TF
518
Tompkins Financial
New York
$9.19M +$93.4K +1,956 +1%
BL
519
BCWM LLC
Kansas
$9.16M +$91.5K +1,917 +1%
HFS
520
Hantz Financial Services
Michigan
$9.15M +$347K +7,260 +4%
DJSG
521
D.J. St. Germain
Massachusetts
$9.15M +$437K +9,162 +5%
Vontobel Holding
522
Vontobel Holding
Switzerland
$9.14M +$450K +9,417 +5%
Cerity Partners
523
Cerity Partners
New York
$9.13M -$902K -18,897 -18%
KAM
524
KEB Asset Management
Illinois
$9.01M +$8.92M +186,825 New
BGIM
525
Brandywine Global Investment Management
Pennsylvania
$8.99M +$2.67M +55,827 +43%

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.