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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
HT
626
HAP Trading
New York
$6.52M -$1.32M -27,603 -17%
GIA
627
GHP Investment Advisors
Colorado
$6.51M +$453K +9,480 +8%
OCM
628
One Capital Management
California
$6.51M +$868K +18,186 +16%
TPCW
629
TD Private Client Wealth
New York
$6.47M -$802K -16,794 -11%
ABC
630
Associated Banc-Corp
Wisconsin
$6.45M +$42.7K +894 +0.7%
OPPTF
631
OPSEU Pension Plan Trust Fund
Ontario, Canada
$6.45M +$46.4K +972 +0.7%
SGAM
632
Smith Group Asset Management
Texas
$6.44M
RBA
633
Richard Bernstein Advisors
New York
$6.44M
UFG
634
United Fire Group
Iowa
$6.44M
CT
635
Caldwell Trust
Florida
$6.43M -$15.5K -324 -0.2%
QCM
636
Quantinno Capital Management
New York
$6.41M +$6.34M +132,879 New
SFA
637
Sequoia Financial Advisors
Ohio
$6.37M +$2.48M +52,032 +65%
SCM
638
Sitrin Capital Management
California
$6.35M +$30.5K +639 +0.5%
HKIM
639
Hayek Kallen Investment Management
Alabama
$6.33M -$71.8K -1,503 -1%
AM
640
Atwater Malick
Pennsylvania
$6.32M +$231K +4,848 +4%
EWM
641
Evercore Wealth Management
New York
$6.32M -$26.5K -555 -0.4%
CB
642
Community Bank
New York
$6.31M +$9.02K +189 +0.1%
NB
643
Northwest Bancshares
Pennsylvania
$6.3M -$53.1K -1,113 -0.8%
JCM
644
Jacobi Capital Management
Pennsylvania
$6.29M +$118K +2,469 +2%
WTC
645
WhitTier Trust Company
Nevada
$6.26M -$124K -2,589 -2%
BOTW
646
Bank of the West
California
$6.24M +$116K +2,436 +2%
GL
647
Graypoint LLC
New York
$6.23M -$41.8K -876 -0.7%
AAM
648
Artha Asset Management
New Jersey
$6.22M +$6.16M +129,000 New
FIB
649
First Interstate Bank
Montana
$6.2M -$25.2K -528 -0.4%
WC
650
Woodstock Corp
Massachusetts
$6.19M +$147K +3,087 +2%

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.