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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
IA
1151
IFG Advisory
Georgia
$2.27M -$48.4K -1,014 -2%
MCM
1152
Monument Capital Management
Virginia
$2.27M -$162K -3,390 -7%
QP
1153
Quilter Plc
United Kingdom
$2.26M -$1.99M -41,646 -47%
DAS
1154
Dynamic Advisor Solutions
Arizona
$2.26M +$107K +2,247 +5%
OAM
1155
Occidental Asset Management
California
$2.25M +$159K +3,327 +8%
IC
1156
Inverness Counsel
New York
$2.24M -$425K -8,898 -16%
VWM
1157
Vigilare Wealth Management
Arizona
$2.24M -$67.3K -1,410 -3%
SC
1158
Sepio Capital
Utah
$2.24M -$28.4K -594 -1%
PP
1159
Pacifica Partners
Canada
$2.24M +$393K +8,235 +21%
KIC
1160
Kensington Investment Counsel
California
$2.23M +$2.21M +46,236 New
MFWM
1161
Motley Fool Wealth Management
Virginia
$2.23M +$46K +963 +2%
BOS
1162
Bank of Stockton
California
$2.22M +$13.5K +282 +0.6%
NFAM
1163
North Fourth Asset Management
New Jersey
$2.2M -$16.4M -344,358 -88%
MOS
1164
MGO One Seven
Ohio
$2.2M +$1.28M +26,796 +143%
VAM
1165
Verity Asset Management
North Carolina
$2.2M +$42.3K +885 +2%
BCM
1166
Bluefin Capital Management
New York
$2.19M -$1.3M -27,168 -37%
SNBOSD
1167
Security National Bank of So Dak
Iowa
$2.18M +$7.88K +165 +0.4%
JFA
1168
Johanson Financial Advisors
California
$2.18M -$35.4K -741 -2%
RHDIC
1169
R.H. Dinel Investment Counsel
California
$2.18M
KFBMI
1170
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.17M
UM
1171
Ulysses Management
New York
$2.17M -$716K -15,000 -25%
PCC
1172
Park Circle Company
Maryland
$2.17M
LWA
1173
Lineweaver Wealth Advisors
Ohio
$2.17M +$746K +15,630 +53%
SCM
1174
Shelton Capital Management
Colorado
$2.17M -$473K -9,900 -18%
S
1175
SimplyRich
California
$2.16M

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.