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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
WKWM
826
Walter & Keenan Wealth Management
Indiana
$4.11M -$14.3K -300 -0.4%
SAM
827
Silvercrest Asset Management
New York
$4.1M +$898K +18,801 +28%
CCT
828
Capital City Trust
Florida
$4.09M +$34.9K +732 +0.9%
CWG
829
Cornerstone Wealth Group
North Carolina
$4.09M -$4.59M -96,048 -53%
RMC
830
Resources Management Corp
Connecticut
$4.08M +$75K +1,572 +2%
SCM
831
Spring Capital Management
Texas
$4.08M +$4.04M +84,603 New
AAS
832
Ameritas Advisory Services
Nebraska
$4.08M +$4.04M +84,555 New
IAIM
833
Industrial Alliance Investment Management
Quebec, Canada
$4.07M +$4.03M +84,381 New
RF
834
Robbins Farley
New Hampshire
$4.05M +$159K +3,324 +4%
HIIFS
835
Harel Insurance Investments & Financial Services
Israel
$4.05M -$1.03M -21,513 -21%
WCM
836
Windward Capital Management
California
$4.05M +$50.3K +1,053 +1%
SIP
837
Stoneridge Investment Partners
Pennsylvania
$4.03M +$263K +5,505 +7%
UCMOK
838
United Capital Management of KS
Kansas
$4.03M +$194K +4,074 +5%
BCFS
839
Butensky & Cohen Financial Security
Florida
$4.03M +$203K +4,242 +5%
SWM
840
Scissortail Wealth Management
Oklahoma
$4.02M +$3.98M +83,460 New
GJIC
841
Gamble Jones Investment Counsel
California
$4.02M +$29.8K +624 +0.8%
DA
842
Duality Advisers
Florida
$4.02M +$876K +18,339 +28%
AWA
843
Arkadios Wealth Advisors
Georgia
$3.99M +$162K +3,387 +4%
IFG
844
Independent Financial Group
California
$3.98M -$131K -2,736 -3%
GCA
845
Greenwood Capital Associates
South Carolina
$3.98M -$389K -8,151 -9%
NERM
846
New England Research & Management
Illinois
$3.97M +$64.4K +1,350 +2%
HA
847
HYA Advisors
Missouri
$3.96M +$20.6K +432 +0.5%
PJSIMP
848
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.94M -$37.4K -783 -0.9%
ST
849
Somerset Trust
Pennsylvania
$3.93M +$110K +2,313 +3%
IC
850
Inscription Capital
Texas
$3.92M +$273K +5,712 +8%

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.