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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
Treasurer of the State of North Carolina
151
Treasurer of the State of North Carolina
North Carolina
$88.2M +$579K +12,120 +0.7%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$88.2M +$976K +20,448 +1%
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$87.7M +$10.6M +221,499 +14%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$87.2M +$5.69M +119,160 +7%
JMPWA
155
JP Morgan Private Wealth Advisors
California
$86.8M +$2.91M +60,885 +4%
First Trust Advisors
156
First Trust Advisors
Illinois
$85.6M -$170M -3,550,722 -67%
Skandinaviska Enskilda Banken (SEB)
157
Skandinaviska Enskilda Banken (SEB)
Sweden
$83.3M +$6.22M +130,245 +8%
AC
158
Armistice Capital
New York
$82.6M +$28.7M +600,825 +54%
Bank Julius Baer & Co
159
Bank Julius Baer & Co
Switzerland
$80.9M -$1.03M -21,585 -1%
MNG
160
Manning & Napier Group
New York
$80.5M -$4.51M -94,524 -5%
Bank of Nova Scotia
161
Bank of Nova Scotia
Ontario, Canada
$80.2M +$4.68M +98,091 +6%
PI
162
PineBridge Investments
New York
$78.4M +$8.99M +188,208 +13%
SIG
163
Stonegate Investment Group
Alabama
$77.7M +$76.9M +1,611,429 New
Nomura Asset Management
164
Nomura Asset Management
Japan
$77.5M -$744K -15,585 -1%
Two Sigma Investments
165
Two Sigma Investments
New York
$77.2M -$50.7M -1,060,962 -40%
IG
166
ING Group
Netherlands
$74.1M +$50.6M +1,060,347 +223%
BNP Paribas Financial Markets
167
BNP Paribas Financial Markets
France
$73.9M -$8.69M -182,100 -11%
MAM
168
Martingale Asset Management
Massachusetts
$73.4M -$5.21M -109,107 -7%
UH
169
Unigestion Holding
Switzerland
$72M -$19.6M -409,653 -22%
GIA
170
Gateway Investment Advisers
Ohio
$70.8M -$615K -12,885 -0.9%
Aviva
171
Aviva
United Kingdom
$68.8M -$739K -15,471 -1%
DC
172
Davenport & Co
Virginia
$68.6M +$58.8M +1,232,406 +646%
Retirement Systems of Alabama
173
Retirement Systems of Alabama
Alabama
$68.2M -$2.8M -58,626 -4%
PWLP
174
Prio Wealth Limited Partnership
Massachusetts
$67.9M +$491K +10,287 +0.7%
Royal London Asset Management
175
Royal London Asset Management
United Kingdom
$67.5M +$5.97M +125,082 +10%

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.