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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
BS
1251
Boenning & Scattergood
Pennsylvania
$1.92M -$121K -2,526 -6%
LOAMU
1252
Lombard Odier Asset Management (USA)
New York
$1.91M +$1.89M +39,636 New
MSFS
1253
Main Street Financial Solutions
Pennsylvania
$1.9M +$262K +5,496 +16%
HCP
1254
Holt Capital Partners
Texas
$1.9M -$12.9K -270 -0.7%
NFG
1255
Nations Financial Group
Iowa
$1.89M +$38.2K +801 +2%
NAS
1256
Nicolet Advisory Services
Wisconsin
$1.89M -$36.5K -765 -2%
JFGIW
1257
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.89M -$26.2K -549 -1%
GA
1258
GraniteShares Advisors
New York
$1.88M +$1.86M +39,051 New
AFA
1259
AllGen Financial Advisors
Florida
$1.88M -$87.5M -1,833,396 -98%
SACTSONJ
1260
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.88M
CI
1261
Conning Inc
Connecticut
$1.88M -$43K -900 -2%
VF
1262
Virtu Financial
New York
$1.88M +$1.18M +24,615 +172%
LOIM
1263
Liberty One Investment Management
Illinois
$1.88M +$143K +2,997 +8%
MWM
1264
Mission Wealth Management
California
$1.87M +$6.73K +141 +0.4%
PWA
1265
Primoris Wealth Advisors
Florida
$1.87M +$1.85M +38,847 New
TCOT
1266
Trust Company of Toledo
Ohio
$1.87M -$10.5K -219 -0.6%
NFG
1267
Next Financial Group
Texas
$1.86M +$126K +2,643 +7%
CAG
1268
Csenge Advisory Group
Florida
$1.86M -$3.33M -69,756 -63%
PL
1269
Plancorp LLC
Missouri
$1.86M +$14.8K +309 +0.8%
TA
1270
TruWealth Advisors
Louisiana
$1.86M -$8.78M -183,909 -83%
CFCI
1271
Comprehensive Financial Consultants Institutional
Indiana
$1.86M +$1.95M +40,833 New
ZIG
1272
Zullo Investment Group
Pennsylvania
$1.85M +$1.84M +38,469 New
PAG
1273
Powers Advisory Group
Illinois
$1.85M +$1.83M +38,394 New
AssetMark Inc
1274
AssetMark Inc
California
$1.85M -$343K -7,185 -16%
FAIM
1275
Financial Advocates Investment Management
Washington
$1.84M +$403K +8,445 +28%

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.