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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
DA
1501
Dillon & Associates
Michigan
$1.17M -$20.8K -435 -2%
CA
1502
Claro Advisors
Massachusetts
$1.17M +$82.4K +1,725 +8%
TWP
1503
Tempus Wealth Planning
California
$1.16M +$131K +2,745 +13%
EFSCE
1504
Enterprise Financial Services Corp (EFSC)
Missouri
$1.16M -$1.03M -21,543 -47%
4WM
1505
44 Wealth Management
Oregon
$1.16M
BAM
1506
Beaumont Asset Management
Texas
$1.16M +$70.9K +1,485 +7%
AIS
1507
AM Investment Strategies
Tennessee
$1.16M +$106K +2,226 +10%
DHFB
1508
Dixon Hubard Feinour & Brown
Virginia
$1.16M +$271K +5,679 +31%
KNW
1509
Kesler Norman & Wride
Utah
$1.15M +$71.6K +1,500 +7%
MECA
1510
Miller Equity Capital Advisors
Texas
$1.15M +$14.6K +306 +1%
LPIC
1511
LeJeune Puetz Investment Counsel
Michigan
$1.15M -$10.7K -225 -0.9%
ASBI
1512
American State Bank (Iowa)
Iowa
$1.15M +$52.4K +1,098 +5%
VCM
1513
Virtue Capital Management
Tennessee
$1.15M +$16.8K +351 +1%
RWM
1514
Ritholtz Wealth Management
New York
$1.14M -$47.1K -987 -4%
HCM
1515
Hollencrest Capital Management
California
$1.14M +$129K +2,700 +13%
PWM
1516
PBMares Wealth Management
Virginia
$1.14M +$26.4K +552 +2%
EWM
1517
Empirical Wealth Management
Washington
$1.14M +$1.43K +30 +0.1%
CST
1518
Charles Schwab Trust
Nevada
$1.14M +$207K +4,326 +22%
EAM
1519
Evanson Asset Management
California
$1.14M -$18.8K -393 -2%
FPS
1520
Fieldpoint Private Securities
Connecticut
$1.14M +$202K +4,236 +22%
AA
1521
Ancora Advisors
Ohio
$1.14M -$27.2K -570 -2%
MCWA
1522
Meadow Creek Wealth Advisors
Georgia
$1.13M +$1.12M +23,505 New
PAA
1523
Peregrine Asset Advisers
Oregon
$1.13M +$195K +4,083 +21%
LOPW
1524
Live Oak Private Wealth
North Carolina
$1.13M
HFBOT
1525
Home Federal Bank of Tennessee
Tennessee
$1.13M

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.