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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
AS
1026
Altshuler Shaham
Israel
$2.82M -$593M -12,420,894 -100%
PFGIA
1027
Patriot Financial Group Insurance Agency
Massachusetts
$2.8M -$44.7K -936 -2%
SAM
1028
Summit Asset Management
Tennessee
$2.8M +$44.8K +939 +2%
HI
1029
HBK Investments
Texas
$2.78M -$973K -20,379 -26%
TA
1030
Tiedemann Advisors
New York
$2.76M
BP
1031
Ballentine Partners
Massachusetts
$2.76M +$252K +5,289 +10%
GIM
1032
Guardian Investment Management
California
$2.76M +$623K +13,050 +30%
B
1033
Bensler
Washington
$2.76M +$2.73M +57,171 New
TC
1034
Telemus Capital
Michigan
$2.75M -$19.9K -417 -0.7%
1WA
1035
180 Wealth Advisors
Washington
$2.75M +$93.1K +1,950 +3%
MWM
1036
Modera Wealth Management
New Jersey
$2.74M +$1.66M +34,668 +157%
GPTE
1037
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.74M +$2.71M +56,772 New
SJIA
1038
St. James Investment Advisors
New York
$2.73M +$2.7M +56,484 New
AUB
1039
Atlantic Union Bankshares
Virginia
$2.73M +$757K +15,849 +39%
AIA
1040
AIMZ Investment Advisors
California
$2.73M +$85.9K +1,800 +3%
WWM
1041
Wolff Wiese Magana
California
$2.73M +$322K +6,753 +14%
MA
1042
Mutual Advisors
Nebraska
$2.73M -$366K -7,665 -12%
SCP
1043
Silverleafe Capital Partners
Tennessee
$2.73M -$53.4K -1,119 -2%
CCM
1044
Crossvault Capital Management
Texas
$2.72M -$4.58M -95,886 -63%
SG
1045
Stonnington Group
California
$2.72M -$721K -15,102 -21%
GP
1046
Girard Partners
Pennsylvania
$2.72M +$117K +2,442 +5%
RCAG
1047
Rehmann Capital Advisory Group
Michigan
$2.72M +$29.6K +621 +1%
FHA
1048
Flagship Harbor Advisors
Massachusetts
$2.72M +$480K +10,047 +22%
CP
1049
Cumberland Partners
Ontario, Canada
$2.71M +$45.4K +951 +2%
MCA
1050
Magnolia Capital Advisors
Mississippi
$2.71M +$80.1K +1,677 +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.