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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
DBRC
1426
D.B. Root & Company
Pennsylvania
$1.34M -$40.8K -855 -3%
FFS
1427
Founders Financial Securities
Maryland
$1.34M +$28.4K +594 +2%
AT
1428
Arden Trust
Delaware
$1.34M -$59.6K -1,248 -4%
LWP
1429
Lumature Wealth Partners
Georgia
$1.34M +$62.6K +1,311 +5%
MSR
1430
Main Street Research
Connecticut
$1.34M +$87.1K +1,824 +7%
CA
1431
Continuum Advisory
Idaho
$1.33M -$239K -5,013 -5%
AA
1432
Altman Advisors
Illinois
$1.33M +$70.6K +1,479 +5%
WP
1433
WealthPLAN Partners
Nebraska
$1.32M -$26.5K -555 -2%
MAWAG
1434
Mid-American Wealth Advisory Group
Missouri
$1.32M +$1.3M +27,297 New
OPS
1435
Orion Portfolio Solutions
Nebraska
$1.31M +$35.9K +753 +3%
SAM
1436
Secure Asset Management
Michigan
$1.31M +$109K +2,286 +9%
MBT
1437
Montecito Bank & Trust
California
$1.31M -$97.7K -2,046 -7%
AIP
1438
Almanack Investment Partners
Pennsylvania
$1.31M +$4.58K +96 +0.4%
VDI
1439
Vaughan David Investments
Illinois
$1.31M +$23.8K +498 +2%
GTCM
1440
Gyon Technologies Capital Management
New Jersey
$1.3M -$362K -7,575 -22%
MPIA
1441
Mountain Pacific Investment Advisers
Idaho
$1.3M -$28.6K -600 -2%
NFC
1442
Northeast Financial Consultants
Connecticut
$1.3M -$64.6K -1,353 -5%
WEPOG
1443
Wealth Enhancement & Preservation of GA
Georgia
$1.3M +$59.4K +1,245 +5%
DAM
1444
Diamant Asset Management
Connecticut
$1.3M
NRS
1445
Neville Rodie & Shaw
New York
$1.29M
IBOK
1446
Independence Bank of Kentucky
Kentucky
$1.29M -$6.01K -126 -0.5%
LCM
1447
LCM Capital Management
Illinois
$1.29M +$39.8K +834 +3%
CL
1448
Choreo LLC
Illinois
$1.28M +$14.3K +300 +1%
JIP
1449
Jaffetilchin Investment Partners
Florida
$1.28M +$141K +2,958 +13%
OCM
1450
Orser Capital Management
Texas
$1.28M -$614K -12,864 -33%

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.