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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
BO
1001
Bank OZK
Arkansas
$2.92M -$2.44K -51 -0.1%
CF
1002
Centaurus Financial
California
$2.91M -$29.1K -609 -1%
SAM
1003
Sompo Asset Management
Japan
$2.9M -$27.2K -570 -0.9%
MIC
1004
Means Investment Company
Maine
$2.9M +$58.7K +1,230 +2%
HTC
1005
Haverford Trust Company
Pennsylvania
$2.9M +$66.5K +1,392 +2%
GVAG
1006
Great Valley Advisor Group
Delaware
$2.9M +$128K +2,673 +5%
DWA
1007
Douglass Winthrop Advisors
New York
$2.9M +$129K +2,700 +5%
LIA
1008
LS Investment Advisors
Michigan
$2.9M -$2.14M -44,850 -43%
HAI
1009
Hennessy Advisors Inc
California
$2.89M -$115K -2,400 -4%
TCOV
1010
Trust Company of Vermont
Vermont
$2.89M +$122K +2,556 +4%
FGP
1011
Foyston, Gordon, & Payne
Ontario, Canada
$2.89M
AIM
1012
Aspen Investment Management
Michigan
$2.88M +$407K +8,520 +17%
MYLI
1013
Meiji Yasuda Life Insurance
Japan
$2.88M -$519K -10,872 -15%
CFM
1014
Capricorn Fund Managers
United Kingdom
$2.87M +$2.84M +59,580 New
HTHT
1015
Hemenway Trust Hemenway Trust
New Hampshire
$2.87M +$64.7K +1,356 +2%
CG
1016
Cutler Group
California
$2.86M -$1.15M -24,132 -29%
SLI
1017
Sumitomo Life Insurance
Japan
$2.86M -$83.2K -1,743 -3%
GAMC
1018
Garner Asset Management Corp
Texas
$2.84M +$18.6K +390 +0.7%
TIAM2
1019
Tru Independence Asset Management 2
Oregon
$2.84M +$1.69M +35,406 +151%
WWA
1020
WC Walker & Associates
California
$2.83M +$106K +2,226 +4%
MSAM
1021
Moloney Securities Asset Management
Missouri
$2.83M -$43.5K -912 -2%
CFIA
1022
Cantor Fitzgerald Investment Advisors
New York
$2.83M -$81.5K -1,707 -3%
AWM
1023
Aries Wealth Management
Maine
$2.83M +$132K +2,775 +5%
EH
1024
Equitable Holdings
New York
$2.83M +$294K +6,162 +12%
HW
1025
Hancock Whitney
Mississippi
$2.82M -$78.8K -1,650 -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.