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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
EF
801
Exeter Financial
Arizona
$4.25M +$27.4K +573 +0.7%
ECM
802
Estabrook Capital Management
New York
$4.25M +$181K +3,789 +4%
LA
803
LVW Advisors
New York
$4.24M -$167K -3,504 -4%
DMBA
804
Deseret Mutual Benefit Administrators
Utah
$4.24M +$137K +2,874 +3%
BB
805
Berkshire Bank
Massachusetts
$4.22M +$49.7K +1,041 +1%
AC
806
Annandale Capital
Texas
$4.21M -$10.2K -213 -0.2%
GI
807
GAMCO Investors
Connecticut
$4.21M -$241K -5,046 -5%
MCA
808
Millennium Capital Advisors
Arkansas
$4.21M +$4.16M +87,210 New
PS
809
Pensionfund Sabic
Netherlands
$4.2M
Koshinski Asset Management
810
Koshinski Asset Management
Illinois
$4.19M +$272K +5,694 +7%
PWP
811
Perfromance Wealth Partners
Illinois
$4.19M +$4.15M +86,886 New
FCM
812
Fourpath Capital Management
Oklahoma
$4.19M +$4.15M +86,871 New
LTI
813
Laffer Tengler Investments
Tennessee
$4.18M +$39.7K +831 +1%
NB
814
NBT Bank
New York
$4.17M -$22.2K -465 -0.5%
FCH
815
Freestone Capital Holdings
Washington
$4.17M +$677K +14,187 +20%
First Manhattan
816
First Manhattan
New York
$4.17M +$6.88K +144 +0.2%
SCM
817
Silvant Capital Management
Georgia
$4.16M -$215K -4,494 -5%
PCA
818
Providence Capital Advisors
North Carolina
$4.16M +$372K +7,800 +10%
WFG
819
Wills Financial Group
Virginia
$4.16M -$219K -4,596 -5%
JWCA
820
J.W. Cole Advisors
Florida
$4.15M +$4.11M +86,112 New
VVP
821
Venture Visionary Partners
Ohio
$4.15M +$99.3K +2,079 +2%
FA
822
Financial Advantage
Maryland
$4.14M -$6.3K -132 -0.2%
IC
823
IEQ Capital
California
$4.14M +$745K +15,606 +22%
NWM
824
Northcape Wealth Management
New York
$4.14M +$4.1M +85,794 New
KHLMTHM
825
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.13M

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.