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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
SP
1051
Symmetry Partners
Connecticut
$2.71M
CPC
1052
Congress Park Capital
New York
$2.71M +$1.86K +39 +0.1%
RWA
1053
Ropes Wealth Advisors
Massachusetts
$2.7M -$33.8K -708 -1%
SA
1054
SRH Advisors
Kansas
$2.7M +$23.2K +486 +0.9%
OF
1055
Outfitter Financial
Maine
$2.7M +$12.2K +255 +0.5%
BFG
1056
Beacon Financial Group
Texas
$2.7M +$41.5K +870 +2%
DI
1057
Diligent Investors
California
$2.69M +$65.6K +1,374 +3%
RGC
1058
Roberts, Glore & Co
Illinois
$2.68M -$25.9K -543 -1%
AWA
1059
Arete Wealth Advisors
Illinois
$2.67M +$72K +1,509 +3%
PA
1060
Procyon Advisors
Connecticut
$2.67M +$747K +15,639 +39%
RA
1061
RFG Advisory
Alabama
$2.67M -$191K -4,011 -7%
DFA
1062
Delta Financial Advisors
Louisiana
$2.67M +$6.45K +135 +0.2%
HNW
1063
High Note Wealth
Minnesota
$2.65M +$90.1K +1,887 +4%
WCA
1064
Westover Capital Advisors
Delaware
$2.65M -$89.7K -1,878 -3%
CAAS
1065
Capital Asset Advisory Services
Michigan
$2.64M -$20.6K -432 -0.8%
WCM
1066
Wunderlich Capital Managemnt
Tennessee
$2.62M +$9.74K +204 +0.4%
ACS
1067
Archford Capital Strategies
Illinois
$2.62M +$28.5K +597 +1%
TMAM
1068
Tokio Marine Asset Management
Japan
$2.62M -$485K -10,149 -16%
WWM
1069
WT Wealth Management
Arizona
$2.62M +$375K +7,848 +17%
CL
1070
CPWM LLC
Washington
$2.6M +$2.67M +56,016 New
AWAG
1071
ARS Wealth Advisors Group
Florida
$2.6M +$43.7K +915 +2%
CGL
1072
Clarius Group LLC
Washington
$2.6M +$30.8K +645 +1%
WANY
1073
Wealthspire Advisors (New York)
New York
$2.6M -$319K -6,681 -11%
CIAS
1074
Capital Investment Advisory Services
North Carolina
$2.6M -$78.8K -1,650 -3%
JAM
1075
JCIC Asset Management
Ontario, Canada
$2.59M -$10K -210 -0.4%

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.