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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
IA
1576
Insight Advisors
Pennsylvania
$1.03M +$211K +4,410 +26%
FWM
1577
Focused Wealth Management
New York
$1.03M -$140K -2,931 -12%
LC
1578
Lincoln Capital
Nebraska
$1.03M
UCI
1579
Uncommon Cents Investing
Wisconsin
$1.03M +$239K +5,010 +31%
HNWAG
1580
High Net Worth Advisory Group
Florida
$1.03M +$1.02M +21,276 New
POIA
1581
Pin Oak Investment Advisors
Texas
$1.02M +$7.88K +165 +0.8%
WBCM
1582
Wilson & Boucher Capital Management
California
$1.02M +$1.01M +21,216 New
CCA
1583
Catalyst Capital Advisors
New York
$1.02M +$112K +2,340 +12%
APG
1584
Abacus Planning Group
South Carolina
$1.02M -$22.9K -480 -2%
OFA
1585
Oak Family Advisors
Illinois
$1.01M +$106K +2,229 +12%
SAA
1586
Southeast Asset Advisors
Georgia
$1.01M +$573 +12 +0.1%
CCI
1587
Credit Capital Investments
New Jersey
$1.01M
LCM
1588
Liberty Capital Management
Michigan
$1.01M
GSWM
1589
Golden State Wealth Management
California
$1.01M +$329K +6,894 +49%
IP
1590
Intellectus Partners
California
$1.01M -$28.6K -600 -3%
LFA
1591
Landmark Financial Advisors
Kentucky
$1.01M +$66.7K +1,398 +7%
CC
1592
Courier Capital
New York
$1M -$273K -5,712 -22%
PWP
1593
Pursue Wealth Partners
California
$1M +$995K +20,835 New
DIP
1594
DT Investment Partners
Pennsylvania
$1M -$49.4K -1,035 -5%
PAMP
1595
Polar Asset Management Partners
Ontario, Canada
$1M +$466K +9,768 +89%
SCA
1596
Southern Capital Advisors
Tennessee
$1M +$992K +20,772 New
PA
1597
PFG Advisors
Arizona
$1M -$2.15K -45 -0.2%
SIG
1598
Sky Investment Group
Connecticut
$1M -$12.2K -255 -1%
CAN
1599
Claraphi Advisory Network
United States
$1M -$6.16K -129 -0.6%
TW
1600
Towerpoint Wealth
California
$999K

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.