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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
PFS
576
Physicians Financial Services
North Carolina
$7.64M -$115K -2,418 -2%
BMSSC
577
B. Metzler seel. Sohn & Co
Germany
$7.63M +$2.43M +50,985 +47%
NEAM
578
New England Asset Management
Connecticut
$7.59M +$684K +14,325 +10%
DWM
579
Dorchester Wealth Management
Quebec, Canada
$7.55M -$2.86K -60 -0%
AAM
580
Auxier Asset Management
Oregon
$7.53M -$43.7K -915 -0.6%
RC
581
RBF Capital
California
$7.49M
BRWM
582
B. Riley Wealth Management
Tennessee
$7.49M +$481K +10,068 +7%
MHIC
583
Marble Harbor Investment Counsel
Massachusetts
$7.43M +$180K +3,765 +3%
AAA
584
Adams Asset Advisors
Texas
$7.42M +$41.5K +870 +0.6%
PAI
585
Pittenger & Anderson Inc
Nebraska
$7.4M +$579K +12,138 +9%
BHB
586
Bank Hapoalim BM
Israel
$7.39M -$150K -3,132 -2%
TW
587
Transform Wealth
Colorado
$7.36M -$1.33M -27,765 -15%
MWM
588
Marietta Wealth Management
Georgia
$7.35M +$242K +5,079 +3%
HT
589
Heritage Trust
Oklahoma
$7.28M +$36.4K +762 +0.5%
Twin Tree Management
590
Twin Tree Management
Texas
$7.25M -$3.45M -72,342 -32%
BBA
591
Baader Bank Aktiengesellschaft
Germany
$7.24M +$7.16M +150,000 New
HWM
592
HB Wealth Management
Georgia
$7.22M +$7.15M +149,802 New
MCM
593
Mattern Capital Management
Colorado
$7.22M +$696K +14,583 +11%
TF
594
TRH Financial
Iowa
$7.22M +$1.43M +29,874 +25%
EWM
595
Executive Wealth Management
Michigan
$7.19M +$242K +5,079 +4%
GGS
596
Galvin Gaustad & Stein
Arizona
$7.16M +$162K +3,390 +2%
ACM
597
AlphaStar Capital Management
North Carolina
$7.14M +$473K +9,903 +7%
HL
598
HeadInvest LLC
Maine
$7.12M +$79.5K +1,665 +1%
MM
599
Meridian Management
Arkansas
$7.08M -$46.3K -969 -0.7%
BCV
600
Banque Cantonale Vaudoise
Switzerland
$7.07M +$4.73M +99,108 +208%

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.