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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
IWS
1651
Insight Wealth Strategies
California
$909K +$132K +2,772 +17%
BMC
1652
Beaton Management Company
Massachusetts
$908K
CCM
1653
Compton Capital Management
Rhode Island
$907K +$71.6K +1,500 +9%
NFSG
1654
Newbridge Financial Services Group
Florida
$904K +$675K +14,130 +307%
SMA
1655
Sage Mountain Advisors
Georgia
$903K +$37.7K +789 +4%
FFA
1656
Founders Financial Alliance
North Carolina
$902K -$40.4K -846 -4%
FG
1657
Foster Group
Iowa
$901K -$13.9K -291 -2%
CRI
1658
Colonial River Investments
Virginia
$901K +$892K +18,681 New
LFA
1659
Laraway Financial Advisors
Minnesota
$901K +$892K +18,690 New
MWM
1660
Merriman Wealth Management
Washington
$900K +$24.3K +510 +3%
FPCP
1661
Fort Point Capital Partners
California
$900K +$188K +3,936 +27%
TAIM
1662
TD Ameritrade Investment Management
Nebraska
$898K -$296K -6,195 -25%
RMCM
1663
Reynders McVeigh Capital Management
Massachusetts
$898K -$17K -357 -2%
AFG
1664
Arkansas Financial Group
Arkansas
$896K -$70.3K -1,473 -7%
JIC
1665
Joel Isaacson & Co
New York
$893K +$26.9K +564 +3%
CLOS
1666
Compagnie Lombard Odier SCmA
Switzerland
$892K -$60.9K -1,275 -6%
WAM
1667
WNY Asset Management
New York
$892K -$31.7K -663 -3%
ACA
1668
Atlas Capital Advisors
Wyoming
$883K -$282K -5,898 -24%
CHA
1669
Carmichael Hill & Associates
Maryland
$881K -$21.5K -450 -2%
PIM
1670
Penobscot Investment Management
Massachusetts
$878K -$203K -4,260 -19%
CAM
1671
Cozad Asset Management
Illinois
$878K -$75.9K -1,590 -8%
AWA
1672
AmeriServ Wealth Advisors
Pennsylvania
$878K +$573 +12 +0.1%
CGFA
1673
Colton Groome Financial Advisors
North Carolina
$878K +$12.6K +264 +1%
PFA
1674
Professional Financial Advisors
Nebraska
$875K
AA
1675
Advisory Alpha
Michigan
$875K +$270K +5,661 +45%

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.