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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
BFA
1726
Bill Few Associates
Pennsylvania
$813K +$805K +16,863 New
AW
1727
Apricus Wealth
South Carolina
$812K +$804K +16,839 New
WW
1728
Waterfront Wealth
Kansas
$811K +$2.15K +45 +0.3%
CC
1729
Callan Capital
California
$811K +$138K +2,883 +21%
GCS
1730
Gordian Capital (Singapore)
Singapore
$811K +$802K +16,800 New
NWMG
1731
National Wealth Management Group
Ohio
$811K +$802K +16,806 New
TA
1732
TKG Advisors
Indiana
$809K +$801K +16,770 New
FIM
1733
Freedom Investment Management
Connecticut
$808K -$183K -3,825 -19%
KC
1734
Kingfisher Capital
North Carolina
$806K
PK
1735
Pflug Koory
Nebraska
$806K +$30.1K +630 +4%
B
1736
Barings
North Carolina
$806K +$189K +3,969 +31%
PVH
1737
Psagot Value Holdings
Israel
$805K -$453K -9,480 -36%
F
1738
F3Logic
Minnesota
$803K -$48.6K -1,017 -6%
NW
1739
Naviter Wealth
Arkansas
$803K +$792K +16,590 New
CSB
1740
City State Bank
Iowa
$803K +$795K +16,647 New
WMA
1741
Wealth Management Associates
New Jersey
$801K +$87.1K +1,824 +12%
IC
1742
Intersect Capital
California
$801K -$483K -10,107 -38%
MC
1743
Manteio Capital
New Jersey
$800K +$792K +16,587 New
B
1744
Bridgeworth
Alabama
$799K
GAM
1745
Gould Asset Management
California
$796K +$22.2K +465 +3%
NP
1746
NorthRock Partners
Minnesota
$791K +$195K +4,083 +33%
SFG
1747
Sunburst Financial Group
Alabama
$788K +$31.5K +660 +4%
Manulife (Manufacturers Life Insurance)
1748
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$788K +$18.6M +389,541 +2%
LC
1749
Lindbrook Capital
California
$787K +$500K +10,482 +180%
NRW
1750
Nova R Wealth
Kansas
$787K +$779K +16,311 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.