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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
PAS
726
Park Avenue Securities
New York
$5.16M +$492K +10,296 +11%
AHC
727
Adell Harriman & Carpenter
Texas
$5.16M -$49.7K -1,041 -1%
ECM
728
Everence Capital Management
Indiana
$5.13M
BAM
729
Belpointe Asset Management
Nevada
$5.12M -$200K -4,182 -4%
JWM
730
JGP Wealth Management
Oregon
$5.12M +$244K +5,121 +5%
GIM
731
Goelzer Investment Management
Indiana
$5.12M -$83.9K -1,758 -2%
BG
732
Bahl & Gaynor
Ohio
$5.12M +$15.5K +324 +0.3%
IWC
733
Integrated Wealth Concepts
Massachusetts
$5.11M +$1.27M +26,652 +34%
IIM
734
Intact Investment Management
Quebec, Canada
$5.05M -$2.13M -44,700 -30%
FB
735
Fulton Bank
Pennsylvania
$5.05M +$154K +3,216 +3%
RAM
736
Riggs Asset Management
Pennsylvania
$5.03M +$81.1K +1,698 +2%
GIM
737
Grassi Investment Management
California
$5.02M
FFA
738
Fragasso Financial Advisors
Pennsylvania
$5.02M +$243K +5,094 +5%
CFGS
739
Concourse Financial Group Securities
Alabama
$4.96M +$579K +12,132 +13%
CWM
740
Cornerstone Wealth Management
Missouri
$4.96M +$84.8K +1,776 +2%
DAC
741
Dividend Assets Capital
South Carolina
$4.88M -$399K -8,355 -8%
SWA
742
SFMG Wealth Advisors
Texas
$4.87M +$463K +9,705 +11%
CBTWT
743
Community Bank & Trust (Waco, Texas)
Texas
$4.86M +$28.6K +600 +0.6%
DCM
744
Dupont Capital Management
Delaware
$4.86M -$5.03M -105,342 -51%
VWA
745
V Wealth Advisors
Kansas
$4.85M +$98.5K +2,064 +2%
BIM
746
Bridgecreek Investment Management
Oklahoma
$4.84M +$46.5K +975 +1%
HCM
747
Hodges Capital Management
Texas
$4.84M -$2.02M -42,351 -30%
HC
748
Hourglass Capital
Texas
$4.83M -$1.81M -37,845 -27%
CCM
749
Chickasaw Capital Management
Tennessee
$4.82M -$226K -4,740 -5%
VFA
750
Valeo Financial Advisors
Indiana
$4.82M -$98.8K -2,070 -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.