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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
WPP
1551
Whalerock Point Partners
Rhode Island
$1.07M
DWM
1552
Darwin Wealth Management
Florida
$1.07M +$738K +15,465 +214%
SCFS
1553
S.C. Financial Services
Arizona
$1.07M +$1.05M +21,975 New
PWMG
1554
Prestige Wealth Management Group
New Jersey
$1.06M +$25.2K +528 +2%
NCM
1555
Narwhal Capital Management
Georgia
$1.06M
RG
1556
Renaissance Group
Kentucky
$1.06M +$70.6K +1,479 +7%
HCM
1557
Huber Capital Management
California
$1.06M -$964K -20,184 -48%
LOAMS
1558
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.06M +$1.05M +21,963 New
SA
1559
Strategic Advisors
New York
$1.06M -$23.8K -498 -2%
DIM
1560
Delta Investment Management
California
$1.06M +$4.01K +84 +0.4%
PIA
1561
Pinion Investment Advisors
Kansas
$1.06M +$59K +1,236 +6%
GWSG
1562
GPS Wealth Strategies Group
Colorado
$1.06M -$59.3K -1,242 -5%
SIA
1563
Schechter Investment Advisors
Michigan
$1.06M +$1.05M +21,894 New
DI
1564
Disciplined Investments
Oklahoma
$1.05M
PWP
1565
Principle Wealth Partners
Connecticut
$1.05M -$16K -336 -2%
CWA
1566
Canvas Wealth Advisors
Kansas
$1.05M +$263K +5,505 +34%
IPW
1567
Inlet Private Wealth
Florida
$1.05M
BJL
1568
Brighton Jones LLC
Washington
$1.05M +$33.8K +708 +3%
NFG
1569
Norris Financial Group
South Carolina
$1.04M -$21.2K -444 -2%
CC
1570
Cannell & Co
New York
$1.04M
AB
1571
Atlas Brown
Kentucky
$1.04M +$1.29K +27 +0.1%
ATC
1572
Adirondack Trust Company
New York
$1.04M +$1.86K +39 +0.2%
RHBC
1573
R.H. Bluestein & Co
Michigan
$1.04M +$412K +8,625 +67%
BFO
1574
Biltmore Family Office
North Carolina
$1.03M -$25.8K -540 -2%
AAM
1575
Aureus Asset Management
Massachusetts
$1.03M

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.