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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
TFP
1526
Tilia Fiduciary Partners
North Carolina
$1.13M +$1.12M +23,391 New
FCT
1527
First Community Trust
Iowa
$1.13M +$1.11M +23,340 New
FFA
1528
First Foundation Advisors
California
$1.13M +$117K +2,445 +12%
6F
1529
626 Financial
Michigan
$1.13M +$1.11M +23,316 New
BHTS
1530
Bar Harbor Trust Services
Maine
$1.12M +$230K +4,815 +26%
Two Sigma Advisers
1531
Two Sigma Advisers
New York
$1.11M -$3.85M -80,700 -78%
GWM
1532
Gray Wealth Management
Maine
$1.11M -$67.7K -1,419 -6%
CA
1533
Calton & Associates
Florida
$1.11M -$73.2K -1,533 -6%
ARC
1534
Advisor Resource Council
Texas
$1.1M +$1.09M +22,740 New
VAFP
1535
Vahanian & Associates Financial Planning
New York
$1.09M +$1.08M +22,698 New
PTP
1536
Platform Technology Partners
New York
$1.09M +$8.02K +168 +0.7%
MA
1537
MKT Advisors
California
$1.09M +$1.15M +24,141 New
IFWM
1538
Institute for Wealth Management
Colorado
$1.09M +$573 +12 +0.1%
WP
1539
WealthShield Partners
North Carolina
$1.09M +$226K +4,737 +27%
FNB
1540
Farmers National Bank
Kentucky
$1.09M -$74.5K -1,560 -6%
GSEP
1541
Golden State Equity Partners
California
$1.08M -$1.42M -29,820 -57%
IWP
1542
Icon Wealth Partners
Texas
$1.08M
BI
1543
Ballast Inc
Kentucky
$1.08M +$39.2K +822 +4%
OPWM
1544
Oxinas Partners Wealth Management
Indiana
$1.08M +$108K +2,253 +11%
KCM
1545
Kanawha Capital Management
Virginia
$1.07M +$421K +8,820 +66%
IF
1546
Intrua Financial
Texas
$1.07M -$95.1K -1,992 -8%
BEAM
1547
Baker Ellis Asset Management
Washington
$1.07M +$14.3K +300 +1%
TF
1548
TLWM Financial
Texas
$1.07M +$26.9K +564 +3%
WDC
1549
Woodward Diversified Capital
California
$1.07M +$172K +3,603 +19%
PFSC
1550
Peoples Financial Services Corp
Pennsylvania
$1.07M -$8.59K -180 -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.