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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
CFA
1176
Carroll Financial Associates
North Carolina
$2.16M +$138K +2,901 +7%
MCAI
1177
Members Capital Advisors Inc
Wisconsin
$2.16M +$434K +9,084 +25%
SIM
1178
Sterling Investment Management
Arizona
$2.15M -$32.1K -672 -1%
FPCG
1179
Fort Pitt Capital Group
Pennsylvania
$2.15M -$312K -6,525 -13%
CW
1180
CreativeOne Wealth
Kansas
$2.15M -$186K -3,894 -8%
BO
1181
BRR OpCo
Ohio
$2.14M -$92.1K -1,929 -4%
TTWM
1182
TCV Trust & Wealth Management
Virginia
$2.14M
KC
1183
Kinloch Capital
Virginia
$2.14M -$117K -2,442 -5%
PFBT
1184
Parkside Financial Bank & Trust
Missouri
$2.14M -$18.2K -381 -0.9%
BSB
1185
Bangor Savings Bank
Maine
$2.14M +$16.6K +348 +0.8%
DPIM
1186
Duff & Phelps Investment Management
Illinois
$2.13M +$33.4K +699 +2%
PWA
1187
Providence Wealth Advisors
Illinois
$2.13M -$8.31K -174 -0.4%
IAN
1188
Integrated Advisors Network
Texas
$2.13M -$2.16M -45,177 -51%
SAI
1189
Systematic Alpha Investments
New Jersey
$2.13M
IIC
1190
Ironwood Investment Counsel
Arizona
$2.12M -$2K -42 -0.1%
HT
1191
HighTower Trust
Texas
$2.12M +$16.3K +342 +0.8%
FWP
1192
FAS Wealth Partners
Kansas
$2.11M +$380K +7,953 +22%
CIA
1193
Choate Investment Advisors
Massachusetts
$2.11M +$7.59K +159 +0.4%
CPO
1194
Cerity Partners OCIO
New York
$2.1M +$74.9K +1,569 +4%
SS
1195
Sunbelt Securities
Texas
$2.1M +$464K +9,723 +27%
ATPW
1196
Ashton Thomas Private Wealth
Arizona
$2.09M +$1.14M +23,874 +123%
AIM
1197
Anchor Investment Management
South Carolina
$2.09M +$225K +4,716 +12%
CNC
1198
Canandaigua National Corp
New York
$2.09M +$37.1K +777 +2%
FLPIM
1199
F.L. Putnam Investment Management
Massachusetts
$2.08M -$186K -3,888 -8%
CS
1200
Candriam SCA
Luxembourg
$2.08M -$4.18M -87,606 -67%

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.