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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
FCFS
1476
First Command Financial Services
Texas
$1.22M -$44.7K -936 -4%
FCB
1477
First Command Bank
Texas
$1.22M
BCM
1478
Birmingham Capital Management
Alabama
$1.22M +$5.01K +105 +0.4%
AIC
1479
Ayalon Insurance Company
Israel
$1.22M +$1K +21 +0.1%
WFA
1480
WMG Financial Advisors
Tennessee
$1.21M +$1.2M +25,128 New
CA
1481
Crumly & Associates
Illinois
$1.21M -$410K -8,592 -25%
RFA
1482
Reilly Financial Advisors
California
$1.21M +$16.5K +345 +1%
AIC
1483
Archer Investment Corporation
Indiana
$1.21M -$74K -1,551 -6%
BCP
1484
Blue Chip Partners
Michigan
$1.2M -$716 -15 -0.1%
WAG
1485
Winthrop Advisory Group
Massachusetts
$1.2M -$12.9K -270 -1%
AI
1486
AXS Investments
New York
$1.2M +$741K +15,531 +166%
LCM
1487
Logan Capital Management
Pennsylvania
$1.2M -$21.9K -459 -2%
IIA
1488
IPG Investment Advisors
California
$1.2M +$1.18M +24,762 New
WP
1489
WealthSource Partners
California
$1.19M -$28.1K -588 -2%
AP
1490
Americana Partners
Texas
$1.19M +$35.8K +750 +3%
SPA
1491
Sentinel Pension Advisors
Massachusetts
$1.19M +$365K +7,650 +45%
AWM
1492
Aberdeen Wealth Management
Illinois
$1.19M -$100K -2,100 -8%
LJAC
1493
L.J. Altfest & Co
New York
$1.19M -$57.1K -1,197 -5%
PAM
1494
Paradigm Asset Management
New York
$1.18M +$80.5K +1,686 +7%
PG
1495
Patten Group
Tennessee
$1.18M +$37.1K +777 +3%
FNFDCM
1496
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.18M +$59.4K +1,245 +5%
AIM
1497
AMI Investment Management
Indiana
$1.18M
YWP
1498
YorkBridge Wealth Partners
New York
$1.18M +$17.9K +375 +2%
ERIC
1499
Eagle Rock Investment Company
Georgia
$1.17M +$1.16M +24,240 New
CFO
1500
CVA Family Office
Colorado
$1.17M +$337K +7,062 +41%

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.