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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
M1FG
701
Mach-1 Financial Group
Arkansas
$5.54M +$18.9K +396 +0.3%
AAMA
702
Advanced Asset Management Advisors
Ohio
$5.53M
O
703
Ossiam
France
$5.53M +$292K +6,126 +6%
AF
704
Ally Financial
Michigan
$5.5M
PFPT
705
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.5M +$401K +8,409 +8%
BSW
706
Buckingham Strategic Wealth
Missouri
$5.42M -$199K -4,173 -4%
WAM
707
Walker Asset Management
Missouri
$5.4M +$5.34M +111,948 New
RIM
708
Redpoint Investment Management
Australia
$5.39M -$22.6K -474 -0.4%
SCM
709
SKBA Capital Management
California
$5.38M
CA
710
Cornerstone Advisors
North Carolina
$5.35M +$5.3M +111,000 New
MIAN
711
Mariner Independent Advisor Network
Kansas
$5.35M -$54.9K -1,149 -1%
SFI
712
Siemens Fonds Invest
Germany
$5.33M +$21.6K +453 +0.4%
IAS
713
Investment Advisory Services
Texas
$5.28M +$215K +4,497 +4%
GFA
714
Gifford Fong Associates
California
$5.27M
FMBTD
715
First Midwest Bank Trust Division
Illinois
$5.26M -$30.2K -633 -0.6%
PT
716
Plimoth Trust
Massachusetts
$5.26M +$60.9K +1,275 +1%
6M
717
6 Meridian
Kansas
$5.24M -$74.5K -1,560 -1%
BB
718
Busey Bank
Illinois
$5.23M -$70K -1,467 -1%
RFM
719
Royal Fund Management
Florida
$5.22M -$24.1K -504 -0.5%
IUHSA
720
Itau Unibanco Holding S.A.
Brazil
$5.22M +$3.01M +63,066 +136%
SIM
721
Stratos Investment Management
Ohio
$5.21M +$360K +7,548 +8%
DT
722
Diversified Trust
Tennessee
$5.2M -$129K -2,694 -2%
OSIA
723
O'Shares Investment Advisers
Massachusetts
$5.2M +$374K +7,833 +8%
PBC
724
Pavion Blue Capital
California
$5.19M -$39.5K -828 -0.8%
BHWM
725
Bar Harbor Wealth Management
New Hampshire
$5.18M -$272K -5,691 -5%

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.