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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
ET
1201
Equitable Trust
Tennessee
$2.08M -$172K -3,597 -8%
IIA
1202
ICW Investment Advisors
Arizona
$2.08M +$47.5K +996 +2%
WI
1203
Wintrust Investments
Illinois
$2.07M +$2.05M +42,972 New
FAM
1204
Fred Alger Management
New York
$2.07M +$147K +3,084 +8%
MCM
1205
McMillion Capital Management
North Carolina
$2.07M +$13.9K +291 +0.7%
MS
1206
Madden Securities
Texas
$2.07M +$1.23M +25,695 +149%
SYBT
1207
Stock Yards Bank & Trust
Kentucky
$2.07M +$94.4K +1,977 +5%
SNBOSCI
1208
Security National Bank of Sioux City Iowa
Iowa
$2.06M +$52.8K +1,107 +3%
BEI
1209
Benjamin Edwards Inc
Missouri
$2.06M +$933K +19,539 +84%
HFM
1210
Hartford Financial Management
Connecticut
$2.06M -$859 -18 -0%
OIA
1211
Optimum Investment Advisors
Illinois
$2.05M -$27.2K -570 -1%
HH
1212
Hilltop Holdings
Texas
$2.05M +$158K +3,318 +8%
RBFC
1213
Roman Butler Fullerton & Co
Missouri
$2.04M +$28.6K +600 +1%
WG
1214
Welch Group
Alabama
$2.03M -$28.2K -591 -1%
BL
1215
Balentine LLC
Georgia
$2.03M +$312K +6,531 +18%
MC
1216
Martin & Co
Tennessee
$2.02M -$38.5K -807 -2%
BPFA
1217
Barnes Pettey Financial Advisors
Mississippi
$2.02M +$2M +41,916 New
CWP
1218
CFM Wealth Partners
Texas
$2.02M -$46.5K -975 -2%
GWMIA
1219
Global Wealth Management Investment Advisory
Florida
$2.01M +$63.7K +1,335 +3%
MCA
1220
MSH Capital Advisors
Arizona
$2.01M +$1.99M +41,625 New
CBA
1221
Coastal Bridge Advisors
Connecticut
$2.01M +$963K +20,166 +94%
AC
1222
Abbrea Capital
California
$2M -$10.9K -228 -0.5%
AP
1223
Arlington Partners
Alabama
$2M +$260K +5,436 +15%
ANRIA
1224
American National Registered Investment Advisor
Texas
$1.99M -$286 -6 -0%
B
1225
Bailard
California
$1.99M -$18.8K -393 -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.