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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
HWIS
1451
Hancock Whitney Investment Services
Louisiana
$1.27M +$1.26M +26,421 New
JE
1452
JMAC Enterprises
Pennsylvania
$1.27M +$1.31M +27,534 New
CCC
1453
Crescent Capital Consulting
Louisiana
$1.27M +$1.43K +30 +0.1%
TBNY
1454
Trustco Bank (New York)
New York
$1.27M +$5.59K +117 +0.4%
SFFS
1455
Stonehage Fleming Financial Services
Jersey
$1.27M -$21.2K -444 -2%
WSC
1456
Wellington Shields & Co
New York
$1.27M
CHJWM
1457
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.26M +$45.8K +960 +4%
FNBOSM
1458
First National Bank of South Miami
Florida
$1.26M +$245K +5,127 +24%
KJHP
1459
K.J. Harrison & Partners
Ontario, Canada
$1.26M -$1.37M -28,770 -52%
HCM
1460
Highview Capital Management
Illinois
$1.26M +$1.25M +26,190 New
RG
1461
Rathbones Group
United Kingdom
$1.26M
RFA
1462
Resurgent Financial Advisors
Georgia
$1.26M +$1.24M +26,052 New
AIM
1463
AHL Investment Management
Florida
$1.26M +$1.24M +26,040 New
FA
1464
FDx Advisors
Illinois
$1.25M +$496K +10,395 +67%
FFMBT
1465
First Farmers & Merchants Bank Trust
Tennessee
$1.25M +$1.24M +25,926 New
FDS
1466
First Dallas Securities
Texas
$1.24M -$78.8K -1,650 -6%
BFC
1467
Bedel Financial Consulting
Indiana
$1.24M +$26.6K +558 +2%
RCM
1468
RB Capital Management
Nevada
$1.24M +$30.4K +636 +3%
CCM
1469
Chilton Capital Management
Texas
$1.24M
SFG
1470
StrategIQ Financial Group
Indiana
$1.24M +$823K +17,241 +204%
AWM
1471
Altium Wealth Management
New York
$1.23M +$154K +3,222 +14%
KFGK
1472
Keystone Financial Group (Kentucky)
Kentucky
$1.23M
TA
1473
TCM Advisors
West Virginia
$1.23M +$1.23M +25,800 New
PWPS
1474
Pinnacle Wealth Planning Services
Ohio
$1.23M +$76.8K +1,608 +7%
CA
1475
CoreCap Advisors
Michigan
$1.23M +$1.22M +25,461 New

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.