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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
ESBC
1626
E.S. Barr & Co
Kentucky
$943K
BFO
1627
Boston Family Office
Massachusetts
$941K +$9.88K +207 +1%
SFWA
1628
Summit Financial Wealth Advisors
Louisiana
$940K +$7.88K +165 +0.8%
HIC
1629
Holderness Investments Company
North Carolina
$940K +$22.5K +471 +2%
KFS
1630
Kurt F. Somerville
$937K -$107K -2,250 -10%
DE
1631
Day & Ennis
Georgia
$937K +$859 +18 +0.1%
CAC
1632
Certified Advisory Corp
Florida
$936K -$53K -1,110 -5%
PIM
1633
Perpetual Investment Management
Australia
$934K -$1.9M -39,900 -67%
5L
1634
55I LLC
Massachusetts
$933K +$90.4K +1,893 +11%
OA
1635
Oxbow Advisors
Texas
$932K +$28.4K +594 +3%
FBT
1636
First Bankers Trust
Kentucky
$930K -$43K -900 -4%
MSFP
1637
Mark Sheptoff Financial Planning
Connecticut
$926K -$80.9K -1,695 -8%
BC
1638
Bowman & Company
Wisconsin
$924K +$912K +19,113 New
PFO
1639
Pathstone Family Office
New Jersey
$921K -$9.02K -189 -1%
PIA
1640
Perennial Investment Advisors
California
$921K -$7.88K -165 -0.9%
MSCM
1641
McElhenny Sheffield Capital Management
Texas
$919K -$1.15K -24 -0.1%
EBSAM
1642
Eubel Brady & Suttman Asset Management
Ohio
$919K +$9.6K +201 +1%
WSCM
1643
Wellington Shields Capital Management
New York
$919K +$430K +9,000 +90%
AWS
1644
AJ Wealth Strategies
New York
$918K
SLT
1645
St Louis Trust
Missouri
$918K
MFW
1646
Mosaic Family Wealth
Missouri
$916K +$4.3K +90 +0.5%
TWM
1647
Triton Wealth Management
Arizona
$913K -$51.7K -1,083 -5%
LRPA
1648
L. Roy Papp & Associates
Arizona
$912K -$57.3K -1,200 -6%
TA
1649
Tectonic Advisors
Texas
$910K +$42.3K +885 +5%
FDCC
1650
Foster Dykema Cabot & Co
Massachusetts
$909K

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.