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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
CCG
1126
Ceeto Capital Group
Florida
$2.37M +$28.6K +600 +1%
PFT
1127
Providence First Trust
Arizona
$2.36M
MCM
1128
Maryland Capital Management
Maryland
$2.35M +$166K +3,474 +8%
BHBT
1129
Burke & Herbert Bank & Trust
Virginia
$2.35M -$6.88K -144 -0.3%
GCC
1130
Game Creek Capital
Massachusetts
$2.35M +$2.33M +48,750 New
SG
1131
StoneX Group
New York
$2.35M +$246K +5,154 +12%
HCM
1132
Hengehold Capital Management
Ohio
$2.34M +$135K +2,838 +6%
PCM
1133
Prelude Capital Management
New York
$2.34M +$1.7M +35,646 +279%
JWCA
1134
J.W. Coons Advisors
Ohio
$2.33M -$39.7K -831 -2%
WA
1135
Wambolt & Associates
Colorado
$2.33M +$168K +3,519 +8%
DP
1136
Dearborn Partners
Illinois
$2.32M -$371K -7,779 -14%
BTWM
1137
Baker Tilly Wealth Management
Wisconsin
$2.32M +$190K +3,984 +9%
HVP
1138
Hudson Value Partners
Florida
$2.32M
DWM
1139
Dakota Wealth Management
Florida
$2.31M -$393K -8,223 -15%
BCM
1140
Beck Capital Management
Texas
$2.31M -$692K -14,490 -23%
ST
1141
Smithfield Trust
Pennsylvania
$2.3M -$38.1K -798 -2%
SP
1142
Successful Portfolios
Florida
$2.3M +$14.9K +312 +0.7%
LNB
1143
Ledyard National Bank
$2.3M -$5.16K -108 -0.2%
RP
1144
Riverbridge Partners
Minnesota
$2.29M -$153K -3,210 -6%
SWM
1145
Sculati Wealth Management
Michigan
$2.29M +$34.7K +726 +2%
DSC
1146
Duncker Streett & Co
Missouri
$2.29M
QI
1147
Qtron Investments
Massachusetts
$2.29M
NAM
1148
NTV Asset Management
West Virginia
$2.29M
BONH
1149
Bank of New Hampshire
New Hampshire
$2.28M -$363K -7,605 -14%
TFS
1150
TrustCore Financial Services
Tennessee
$2.27M -$678K -14,199 -23%

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.