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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
ONST
1751
Old North State Trust
North Carolina
$786K +$59K +1,236 +8%
LFA
1752
Legacy Financial Advisors
Kentucky
$783K +$2.29K +48 +0.3%
BAS
1753
Brown Advisory Securities
Maryland
$782K +$12.7K +267 +2%
FAT
1754
First American Trust
California
$781K -$3.96M -83,049 -84%
FC
1755
Ferris Capital
Massachusetts
$781K
CCM
1756
Cribstone Capital Management
Maine
$781K +$17.6K +369 +2%
SCM
1757
Southport Capital Management
Tennessee
$781K +$254K +5,325 +49%
TCM
1758
Traynor Capital Management
Pennsylvania
$778K -$163K -3,423 -17%
FCA
1759
FinTrust Capital Advisors
South Carolina
$778K -$141K -2,949 -15%
WWM
1760
Windsor Wealth Management
Indiana
$778K -$6.73K -141 -0.9%
BFAG
1761
Blackston Financial Advisory Group
Florida
$778K +$770K +16,131 New
TCM
1762
TD Capital Management
Tennessee
$771K
CPWA
1763
Cerro Pacific Wealth Advisors
California
$770K -$83.1K -1,740 -10%
MLL
1764
Moody Lynn & Lieberson
Massachusetts
$767K -$286 -6 -0%
PGCM
1765
Prescott Group Capital Management
Oklahoma
$766K
BTW
1766
Boston Trust Walden
Massachusetts
$765K +$39.4K +825 +5%
SFA
1767
Souders Financial Advisors
Ohio
$765K +$58K +1,215 +8%
E
1768
ETFidea
New York
$763K +$755K +15,819 New
SIC
1769
Sterling Investment Counsel
New York
$761K +$753K +15,771 New
CCM
1770
Carlson Capital Management
Minnesota
$760K +$6.88K +144 +0.9%
FA
1771
Faithward Advisors
Pennsylvania
$757K -$47.3K -990 -6%
BMC
1772
Benin Management Corp
Connecticut
$755K -$71.6K -1,500 -9%
SFS
1773
Security Financial Services
Indiana
$755K +$747K +15,651 New
AW
1774
ACG Wealth
Georgia
$754K -$116K -2,439 -13%
SCM
1775
Sterneck Capital Management
Missouri
$753K -$32.2K -675 -4%

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.