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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
PMG
1276
ProVise Management Group
Florida
$1.84M -$180K -3,771 -9%
WAM
1277
Weatherly Asset Management
California
$1.84M -$88.1K -1,845 -5%
PHIMC
1278
Private Harbour Investment Management & Counsel
Ohio
$1.84M -$15.8K -330 -0.9%
MWA
1279
Meridian Wealth Advisors
Texas
$1.83M +$30.8K +645 +2%
PAM
1280
Pegasus Asset Management
New York
$1.83M +$94K +1,968 +5%
FFN
1281
Focus Financial Network
Minnesota
$1.82M +$670K +14,034 +59%
CG
1282
Caprock Group
Idaho
$1.82M -$65.3K -1,368 -4%
MGP
1283
Metis Global Partners
California
$1.82M +$1.8M +37,773 New
MCM
1284
Manchester Capital Management
Vermont
$1.82M -$9.88K -207 -0.5%
AIC
1285
Argus Investors Counsel
New York
$1.82M -$91.7K -1,920 -5%
SWM
1286
SeaCrest Wealth Management
New York
$1.81M -$81.5K -1,707 -4%
GGI
1287
Godsey & Gibb Inc
Virginia
$1.81M +$1.8M +37,614 New
BWM
1288
Baystate Wealth Management
Massachusetts
$1.8M +$25.6K +537 +1%
KWM
1289
Keebeck Wealth Management
Illinois
$1.8M +$52.3K +1,095 +3%
CGH
1290
CMG Global Holdings
Texas
$1.8M +$538K +11,259 +43%
PCA
1291
Peddock Capital Advisors
Massachusetts
$1.79M +$24.1K +504 +1%
MSU
1292
Mizuho Securities USA
New York
$1.79M -$144K -3,024 -8%
AWM
1293
Axxcess Wealth Management
California
$1.79M +$1.77M +37,077 New
GLA
1294
Great Lakes Advisors
Illinois
$1.78M +$131K +2,742 +8%
PI
1295
Pettee Investors
Connecticut
$1.78M +$149K +3,111 +9%
KF
1296
Krilogy Financial
Missouri
$1.77M -$63.9K -1,338 -4%
PWM
1297
Peterson Wealth Management
Nevada
$1.77M +$78.3K +1,641 +5%
SJIM
1298
St. Johns Investment Management
Florida
$1.76M +$125K +2,622 +8%
ZIG
1299
Zurich Insurance Group
Switzerland
$1.75M +$1.73M +36,300 New
PWM
1300
Perigon Wealth Management
California
$1.74M +$224K +4,695 +15%

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.