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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
KPWS
551
Kestra Private Wealth Services
Texas
$8.11M +$912K +19,101 +13%
VWA
552
Visionary Wealth Advisors
Illinois
$8.09M +$141K +2,955 +2%
USCWA
553
U.S. Capital Wealth Advisors
Texas
$8.07M +$115K +2,415 +1%
SCM
554
Stevens Capital Management
Pennsylvania
$7.92M +$5.75M +120,435 +275%
PGIM
555
Pacific Global Investment Management
California
$7.92M -$308K -6,444 -4%
WSTAM
556
Wilbanks Smith & Thomas Asset Management
Virginia
$7.89M +$272K +5,694 +4%
HI
557
Horizon Investments
North Carolina
$7.89M +$547K +11,451 +8%
AWM
558
Avitas Wealth Management
California
$7.87M +$152K +3,174 +2%
CBN
559
Cadence Bank NA
Texas
$7.86M -$89.1K -1,866 -1%
MMA
560
Miracle Mile Advisors
California
$7.84M +$143K +3,000 +2%
OHIS
561
Oak Harvest Investment Services
Texas
$7.82M +$697K +14,604 +10%
AWM
562
Altavista Wealth Management
North Carolina
$7.82M +$359K +7,521 +5%
AAIM
563
American Assets Investment Management
California
$7.81M +$7.73M +162,000 New
FFWA
564
FRG Family Wealth Advisors
Washington
$7.78M +$226K +4,725 +3%
BFS
565
Bradley Foster & Sargent
Connecticut
$7.78M +$696K +14,580 +10%
PI
566
Parkside Investments
Illinois
$7.77M +$213K +4,470 +3%
GG
567
Gofen & Glossberg
Illinois
$7.76M +$699K +14,634 +10%
RWP
568
RWA Wealth Partners
Massachusetts
$7.75M +$86.2K +1,806 +1%
GF
569
Gabelli Funds
New York
$7.74M +$28.6K +600 +0.4%
APA
570
American Portfolios Advisors
New York
$7.74M +$373K +7,803 +5%
FMC
571
First Merchants Corp
Indiana
$7.71M +$145K +3,039 +2%
WPC
572
Waters Parkerson & Co
Louisiana
$7.7M +$14.6K +306 +0.2%
PHK
573
Point72 Hong Kong
Hong Kong
$7.68M +$5.93M +124,203 +354%
BRCM
574
Bright Rock Capital Management
Massachusetts
$7.67M
TI
575
Tidal Investments
Wisconsin
$7.67M +$2.47M +51,669 +48%

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.