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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
MMHP
1101
Murphy Middleton Hinkle & Parker
Georgia
$2.48M
HCM
1102
Harvey Capital Management
Florida
$2.48M
NAMP
1103
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.48M -$7.3K -153 -0.3%
EHWM
1104
Eads & Heald Wealth Management
Georgia
$2.48M +$2.15K +45 +0.1%
CM
1105
Churchill Management
California
$2.47M -$19.3K -405 -0.8%
SIAP
1106
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.47M +$100K +2,100 +4%
ABP
1107
Arthur B. Page
$2.46M +$3.58K +75 +0.1%
TCA
1108
Transcend Capital Advisors
New Jersey
$2.46M -$90.5K -1,896 -4%
FCBT
1109
First Citizens Bank & Trust
North Carolina
$2.45M -$277K -5,799 -10%
PRS
1110
Pinkerton Retirement Specialists
Idaho
$2.44M +$102K +2,133 +4%
RSWM
1111
Robertson Stephens Wealth Management
California
$2.44M +$2.09M +43,797 +661%
CG
1112
Colony Group
Massachusetts
$2.43M +$13K +273 +0.5%
HCM
1113
Hudson Capital Management
New Jersey
$2.43M +$31.7K +663 +1%
MMPW
1114
Mitchell McLeod Pugh & Williams
Alabama
$2.43M +$40.8K +855 +2%
MG
1115
Mather Group
Illinois
$2.42M +$589K +12,342 +33%
MWM
1116
Mattern Wealth Management
Kansas
$2.42M -$214K -4,473 -8%
HBWM
1117
Hollow Brook Wealth Management
New York
$2.42M +$267K +5,595 +13%
MFM
1118
MD Financial Management
Ontario, Canada
$2.42M +$337K +7,050 +16%
BBWA
1119
Bell & Brown Wealth Advisors
California
$2.41M +$326K +6,828 +15%
CWM
1120
Cordatus Wealth Management
Pennsylvania
$2.4M +$2.38M +49,824 New
NGA
1121
Naples Global Advisors
Florida
$2.4M +$80.6K +1,689 +4%
BMA
1122
Brooks Moore & Associates
Tennessee
$2.4M +$538K +11,265 +29%
SXL
1123
Summit X LLC
Missouri
$2.38M +$31.1K +651 +1%
HIA
1124
Harbor Investment Advisory
Maryland
$2.38M +$8.16K +171 +0.3%
IGGA
1125
Iron Gate Global Advisors
Utah
$2.37M -$2.72K -57 -0.1%

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.