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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
DA
1326
Doliver Advisors
Texas
$1.68M +$22.9K +480 +1%
OHWP
1327
Oak Harbor Wealth Partners
North Carolina
$1.68M +$1.66M +34,734 New
TNA
1328
True North Advisors
Texas
$1.67M -$132K -2,760 -7%
VT
1329
Vise Technologies
New York
$1.67M +$1.65M +34,539 New
GTAM
1330
Global Trust Asset Management
Florida
$1.66M -$54.3K -1,137 -3%
RCM
1331
Regency Capital Management
Hawaii
$1.66M -$120K -2,508 -7%
CMI
1332
Clare Market Investments
Texas
$1.66M -$774K -16,203 -32%
WA
1333
WBH Advisory
Maryland
$1.66M +$60.2K +1,260 +4%
BFM
1334
Boston Financial Management
Massachusetts
$1.65M +$14.8K +309 +0.9%
WFI
1335
West Family Investments
California
$1.65M -$139K -2,913 -8%
HIM
1336
HawsGoodwin Investment Management
Tennessee
$1.65M +$29.6K +621 +2%
GC
1337
GFG Capital
Florida
$1.64M +$109K +2,283 +7%
TCOO
1338
Trust Company of Oklahoma
Oklahoma
$1.61M -$6.3K -132 -0.4%
FCFC
1339
First Commonwealth Financial Corp
Pennsylvania
$1.6M +$5.73K +120 +0.4%
MWM
1340
Madison Wealth Management
Ohio
$1.6M +$135K +2,835 +9%
BFPW
1341
BOK Financial Private Wealth
Colorado
$1.6M +$133K +2,796 +9%
Kayne Anderson Rudnick Investment Management
1342
Kayne Anderson Rudnick Investment Management
California
$1.59M
QCIG
1343
Quad-Cities Investment Group
Iowa
$1.59M -$45.5K -954 -3%
HA
1344
Harbor Advisors
Florida
$1.59M
MFGM
1345
Marshall Financial Group (Maryland)
Maryland
$1.59M +$887K +18,582 +129%
LSA
1346
Leonteq Securities AG
Switzerland
$1.59M +$1.57M +32,919 New
ESCM
1347
Echo Street Capital Management
New York
$1.58M +$714K +14,955 +84%
SCM
1348
Spreng Capital Management
Ohio
$1.58M -$5.01K -105 -0.3%
ACM
1349
Argent Capital Management
Missouri
$1.58M
HI
1350
Harbour Investments
Wisconsin
$1.56M -$3.06M -64,200 -66%

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.