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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
Jones Financial Companies
1076
Jones Financial Companies
Missouri
$2.59M +$742K +15,534 +41%
FHB
1077
First Hawaiian Bank
Hawaii
$2.59M +$924K +19,359 +56%
MGIA
1078
Moneta Group Investment Advisors
Missouri
$2.59M +$493K +10,329 +24%
FDS
1079
Freedom Day Solutions
Texas
$2.59M -$66.7K -1,398 -3%
WSFS
1080
Wilmington Savings Fund Society
Delaware
$2.58M -$164K -3,426 -6%
CAM
1081
Costello Asset Management
Pennsylvania
$2.58M +$2.49M +52,155 +4,189%
SAMC
1082
Spectrum Asset Management (California)
California
$2.57M -$9.45K -198 -0.4%
FMI
1083
F/M Investments
District of Columbia
$2.57M +$2.33M +48,807 +1,102%
MWM
1084
Meridian Wealth Management
Kentucky
$2.57M +$59.9K +1,254 +2%
SFO
1085
Stokes Family Office
Louisiana
$2.56M -$138K -2,889 -5%
DBIA
1086
Dumont & Blake Investment Advisors
New Jersey
$2.55M -$9.02K -189 -0.4%
CFSG
1087
Community Financial Services Group
Vermont
$2.55M +$43K +900 +2%
MCM
1088
MV Capital Management
Maryland
$2.54M +$431K +9,030 +21%
MSS
1089
Mitchell Sinkler & Starr
Pennsylvania
$2.54M +$2.3M +48,282 +1,102%
GCM
1090
Geneva Capital Management
Wisconsin
$2.54M +$507K +10,626 +25%
CIAS
1091
CFS Investment Advisory Services
New Jersey
$2.53M -$91.9K -1,926 -3%
WBC
1092
West Branch Capital
Massachusetts
$2.52M +$21.3K +447 +0.9%
OWA
1093
Octavia Wealth Advisors
Ohio
$2.52M -$159K -3,333 -6%
MCM
1094
Mendel Capital Management
Arkansas
$2.52M +$2.49M +52,194 New
HIP
1095
HUB Investment Partners
Texas
$2.51M -$335K -7,008 -12%
NG
1096
Northstar Group
New York
$2.5M +$14.3K +300 +0.6%
MIM
1097
Miller Investment Management
Pennsylvania
$2.5M
MIAS
1098
Mason Investment Advisory Services
Virginia
$2.5M +$1.75M +36,720 +243%
BWM
1099
BNC Wealth Management
Oregon
$2.5M +$13.2K +276 +0.5%
CCA
1100
Checchi Capital Advisers
California
$2.5M -$23.2K -486 -0.9%

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.