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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
FFBTD
1351
First Financial Bank - Trust Division
Ohio
$1.56M -$72K -1,509 -4%
AGP
1352
Autumn Glory Partners
Texas
$1.55M +$1.54M +32,220 New
LB
1353
Legacy Bridge
Iowa
$1.55M +$563K +11,790 +58%
AFP
1354
Ausdal Financial Partners
Iowa
$1.55M +$75.2K +1,575 +5%
PCM
1355
Pinnbrook Capital Management
New York
$1.55M +$1.53M +32,103 New
OPA
1356
Old Port Advisors
Maine
$1.54M +$15.5K +324 +1%
MFW
1357
Meristem Family Wealth
Minnesota
$1.54M -$143K -3,000 -9%
P
1358
Pitcairn
Pennsylvania
$1.54M -$55.3K -1,158 -4%
DAM
1359
Deltec Asset Management
New York
$1.54M -$50.8K -1,065 -3%
SF
1360
Symphony Financial
Texas
$1.54M +$129K +2,712 +9%
NL
1361
Navalign LLC
California
$1.53M -$11.9K -249 -0.8%
AF
1362
Aldebaran Financial
$1.53M +$13.6K +285 +0.9%
SVCF
1363
Silicon Valley Community Foundation
California
$1.53M +$1.51M +31,704 New
SAF
1364
Smith Anglin Financial
Texas
$1.53M -$2.44K -51 -0.2%
HCM
1365
Highlander Capital Management
New Jersey
$1.53M
CCIA
1366
Cherry Creek Investment Advisors
Colorado
$1.53M +$20.6K +432 +1%
LWM
1367
Laidlaw Wealth Management
New York
$1.52M +$1.51M +31,575 New
LA
1368
Lifeworks Advisors
Michigan
$1.52M +$1.51M +31,575 New
GIP
1369
Greatmark Investment Partners
Georgia
$1.52M -$802K -16,800 -35%
FNBTCON
1370
First National Bank & Trust Co of Newtown
Pennsylvania
$1.51M -$26.5K -555 -2%
UHC
1371
Union Heritage Capital
Michigan
$1.51M
CCG
1372
Chatham Capital Group
Georgia
$1.51M
ACM
1373
AlphaCrest Capital Management
New York
$1.5M -$763K -15,987 -34%
NL
1374
NVWM LLC
Pennsylvania
$1.5M +$22.8K +477 +2%
BCA
1375
Bay Colony Advisors
Massachusetts
$1.5M -$138K -2,886 -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.