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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
MJB
926
Mark J. Bradley
$3.46M -$22.2K -465 -0.6%
KCPG
927
Kavar Capital Partners Group
Kansas
$3.46M +$200K +4,191 +6%
IRF
928
IBM Retirement Fund
New York
$3.46M -$2.38M -49,755 -41%
ACG
929
Allen Capital Group
Nebraska
$3.44M +$192K +4,026 +6%
SAM
930
Strategy Asset Managers
California
$3.44M -$536K -11,220 -14%
LCP
931
Legacy Capital Partners
Wisconsin
$3.44M -$433K -9,075 -11%
DIS
932
Diversified Investment Strategies
Louisiana
$3.43M
PHS
933
Pekin Hardy Strauss
Illinois
$3.43M +$158K +3,306 +5%
KA
934
Kovack Advisors
Florida
$3.39M -$194K -4,059 -5%
NC
935
NovaPoint Capital
Georgia
$3.39M +$382K +8,010 +13%
WIA
936
World Investment Advisors
California
$3.38M +$21.2K +444 +0.6%
PCM
937
Parsons Capital Management
Rhode Island
$3.38M +$2.86K +60 +0.1%
CCM
938
Cullen Capital Management
New York
$3.37M +$84.9K +1,779 +3%
FAP
939
Financial Advisory Partners
Florida
$3.36M +$3.33M +69,681 New
SVWAG
940
Sound View Wealth Advisors Group
Georgia
$3.36M +$122K +2,550 +4%
TPA
941
Trivium Point Advisory
Connecticut
$3.33M +$227K +4,758 +7%
TLP
942
Trinity Legacy Partners
Texas
$3.33M +$215K +4,506 +7%
CDH
943
Charles D. Hyman
$3.32M -$52.8K -1,107 -2%
QFA
944
Quattro Financial Advisors
Texas
$3.32M +$807K +16,911 +33%
WPW
945
Waldron Private Wealth
Pennsylvania
$3.32M -$34.4K -720 -1%
ATFA
946
All Terrain Financial Advisors
Minnesota
$3.32M -$99.7K -2,088 -3%
IAIM
947
International Assets Investment Management
Florida
$3.31M +$54.9K +1,149 +2%
FMTCOCP
948
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.3M -$16.5K -345 -0.5%
HWAM
949
Hennion & Walsh Asset Management
New Jersey
$3.3M +$90.1K +1,887 +3%
VAS
950
Vestmark Advisory Solutions
Massachusetts
$3.29M +$463K +9,696 +17%

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.