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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
PH
1301
Pinnacle Holdings
Oklahoma
$1.74M +$4.01K +84 +0.2%
WPA
1302
Winning Points Advisors
Florida
$1.73M +$310K +6,498 +16%
CBT
1303
CoreFirst Bank & Trust
Kansas
$1.73M -$19.2K -402 -1%
IFS
1304
Ifrah Financial Services
Arkansas
$1.73M -$21.8K -456 -1%
BW
1305
Bison Wealth
Georgia
$1.73M -$270K -5,661 -14%
HWA
1306
HCR Wealth Advisors
California
$1.73M +$19.8K +414 +1%
BCM
1307
Breiter Capital Management
Florida
$1.73M +$106K +2,217 +7%
LC
1308
Lavaca Capital
Texas
$1.72M +$12.6K +264 +0.7%
MIM
1309
MTM Investment Management
South Carolina
$1.71M
9WM
1310
9258 Wealth Management
Ohio
$1.71M +$91.8K +1,923 +6%
VWMG
1311
Virginia Wealth Management Group
Virginia
$1.71M +$1.69M +35,379 New
TIA
1312
Trust Investment Advisors
Indiana
$1.71M +$54.6K +1,143 +3%
MFG
1313
MidWestOne Financial Group
Iowa
$1.7M +$30.1K +630 +2%
HW
1314
Hedeker Wealth
Illinois
$1.7M -$61K -1,278 -4%
GCC
1315
Guardian Capital (Canada)
Ontario, Canada
$1.7M
CWM
1316
Centric Wealth Management
Illinois
$1.7M +$66.6K +1,395 +4%
PI
1317
PFS Investments
Georgia
$1.69M +$135K +2,823 +9%
EBWM
1318
Eagle Bluffs Wealth Management
Missouri
$1.69M +$1.67M +35,052 New
WWM
1319
Western Wealth Management
Colorado
$1.69M +$1.68M +35,199 New
MMG
1320
Monetary Management Group
Missouri
$1.69M +$100K +2,100 +6%
I
1321
INVST
Indiana
$1.69M +$391K +8,196 +28%
MPM
1322
MBB Public Markets
Illinois
$1.69M +$1.67M +34,950 New
RE
1323
RBC Europe
United Kingdom
$1.69M -$235K -4,917 -12%
BNP Paribas Asset Management
1324
BNP Paribas Asset Management
France
$1.68M +$24.5K +513 +1%
BCM
1325
Bayesian Capital Management
New York
$1.68M +$128K +2,682 +8%

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.