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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
FPB
1376
First PREMIER Bank
South Dakota
$1.5M -$10K -210 -0.7%
CAGAS
1377
Capital Advisory Group Advisory Services
Minnesota
$1.5M -$331K -6,933 -18%
SCM
1378
SOL Capital Management
Maryland
$1.5M
PNC
1379
Park National Corp
Ohio
$1.49M -$132K -2,763 -8%
XSC
1380
X-Square Capital
Puerto Rico
$1.49M +$86.9K +1,821 +6%
IP
1381
Ignite Planners
California
$1.48M +$1.49M +31,200 New
LW
1382
Linscomb Wealth
Texas
$1.48M +$3.72K +78 +0.3%
GC
1383
Gilbert & Cook
Iowa
$1.48M +$16.6K +348 +1%
IIL
1384
Insight Inv LLC
California
$1.48M +$1.46M +30,600 New
Capstone Investment Advisors
1385
Capstone Investment Advisors
New York
$1.48M -$23.8M -498,597 -94%
SIG
1386
Sargent Investment Group
Maryland
$1.48M -$215K -4,500 -13%
WJWM
1387
Williams Jones Wealth Management
New York
$1.48M -$22.1K -462 -1%
DLA
1388
Douglas Lane & Associates
New York
$1.47M -$98.7K -2,067 -6%
OQS
1389
Occudo Quantitative Strategies
Florida
$1.47M +$1.46M +30,540 New
IB
1390
Intrust Bank
Kansas
$1.47M -$54.3K -1,137 -4%
QCM
1391
Quest Capital Management
Texas
$1.46M -$2.44K -51 -0.2%
CAC
1392
Cowen and Company
New York
$1.46M +$1.44M +30,222 New
GAM
1393
Grandview Asset Management
Pennsylvania
$1.46M +$1.44M +30,165 New
EFS
1394
Essex Financial Services
Connecticut
$1.45M -$83.6K -1,752 -5%
Tudor Investment Corp
1395
Tudor Investment Corp
Connecticut
$1.45M -$8.1M -169,668 -85%
VFPI
1396
Vantage Financial Partners (Illinois)
Illinois
$1.45M +$143K +3,000 +11%
SFS
1397
Summit Financial Strategies
Ohio
$1.43M -$48.3K -1,011 -3%
QPWM
1398
Quadrant Private Wealth Management
Pennsylvania
$1.43M +$102K +2,130 +8%
PTB
1399
Pioneer Trust Bank
Oregon
$1.43M +$516K +10,800 +57%
WPC
1400
White Pine Capital
Minnesota
$1.43M +$11.2K +234 +0.8%

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.