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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
WP
1701
Wealthspan Partners
Iowa
$848K +$839K +17,577 New
BWA
1702
Beam Wealth Advisors
Louisiana
$847K -$70K -1,467 -8%
EC
1703
Enhancing Capital
Pennsylvania
$846K +$837K +17,538 New
LSPW
1704
Lake Street Private Wealth
Illinois
$844K +$235K +4,923 +39%
FANJ
1705
Financial Architects (New Jersey)
New Jersey
$843K -$19.2K -402 -2%
LIG
1706
Lokken Investment Group
Delaware
$843K +$18K +378 +2%
RPGK
1707
Retirement Planning Group (Kansas)
Kansas
$843K +$148K +3,102 +22%
BOPW
1708
Brandywine Oak Private Wealth
Pennsylvania
$840K -$51K -1,068 -6%
CWA
1709
Clearview Wealth Advisors
Oregon
$840K -$46.8K -981 -5%
BDWM
1710
Brewin Dolphin Wealth Management
Ireland
$839K
LRWA
1711
Long Run Wealth Advisors
New York
$838K +$832K +17,418 New
CNBTD
1712
Citizens National Bank Trust Department
Mississippi
$837K -$2.64M -55,314 -76%
KPW
1713
Kore Private Wealth
New York
$837K -$24.2K -507 -3%
SFG
1714
Summit Financial Group
West Virginia
$837K +$14.3K +300 +2%
RWI
1715
Red Wave Investments
Pennsylvania
$836K
ICM
1716
IMS Capital Management
Oregon
$832K +$143K +3,000 +21%
GFS
1717
GYL Financial Synergies
Connecticut
$826K -$5.16K -108 -0.6%
NCM
1718
Noesis Capital Mangement
Florida
$826K +$56.7K +1,188 +7%
WA
1719
Wealth Alliance
New York
$824K +$280K +5,871 +52%
SC
1720
Solstein Capital
California
$824K +$623K +13,053 +324%
FAG
1721
Financial Advisory Group
Texas
$822K +$2.72K +57 +0.3%
AGA
1722
Arkos Global Advisors
Texas
$820K +$24.5K +513 +3%
DCM
1723
Donaldson Capital Management
Indiana
$815K +$225K +4,722 +39%
BHIA
1724
Birch Hill Investment Advisors
Massachusetts
$814K -$261K -5,475 -24%
HSG
1725
Helen Stephens Group
Texas
$813K +$805K +16,854 New

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.