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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
RMSCM
851
R.M. Sincerbeaux Capital Management
New York
$3.92M
SS
852
Simplicity Solutions
Minnesota
$3.91M +$1.71M +35,910 +79%
RMAM
853
Raab & Moskowitz Asset Management
New Jersey
$3.91M +$105K +2,190 +3%
TC
854
TownSquare Capital
Utah
$3.88M +$509K +10,671 +15%
PDN
855
Pensionfund DSM Netherlands
Netherlands
$3.88M -$1.79M -37,500 -32%
AAM
856
AR Asset Management
California
$3.88M
GWM
857
GDS Wealth Management
Texas
$3.86M +$3.82M +79,983 New
ADL
858
Asset Dedication LLC
California
$3.86M +$245K +5,124 +7%
QIM
859
Quest Investment Management
Oregon
$3.85M
PA
860
Parallel Advisors
California
$3.85M +$51.6K +1,080 +1%
BL
861
BFSG LLC
California
$3.84M -$50.3K -1,053 -1%
JAG
862
Journey Advisory Group
Kentucky
$3.83M +$594K +12,432 +19%
TSS
863
Two Sigma Securities
New York
$3.83M +$3.42M +71,550 +914%
CAL
864
Capital Analysts LLC
Pennsylvania
$3.82M -$51.8K -1,086 -1%
EWA
865
EP Wealth Advisors
California
$3.82M +$535K +11,202 +16%
AIM
866
Acropolis Investment Management
Missouri
$3.82M +$22.9K +480 +0.6%
TYCC
867
Texas Yale Capital Corp
Florida
$3.82M +$75.9K +1,590 +2%
KP
868
Keel Point
Alabama
$3.81M +$181K +3,795 +5%
BFC
869
Blue Fin Capital
Rhode Island
$3.81M +$69.5K +1,455 +2%
AG
870
Ascent Group
Virginia
$3.8M +$3.89M +81,399 New
SWA
871
Stratos Wealth Advisors
Ohio
$3.79M +$16.5K +345 +0.4%
ACM
872
Alpha Capital Management
Texas
$3.78M +$55.7K +1,167 +2%
PC
873
Pecaut & Co
Iowa
$3.78M -$210K -4,395 -5%
KLCM
874
KG&L Capital Management
Louisiana
$3.76M +$117K +2,442 +3%
JHCP
875
Jackson Hole Capital Partners
Oklahoma
$3.75M +$105K +2,202 +3%

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.