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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
BI
1776
Blooom Inc
Kansas
$753K -$30.9K -648 -4%
VCA
1777
Verdence Capital Advisors
Maryland
$752K -$9.31K -195 -1%
TCM
1778
Tributary Capital Management
Nebraska
$751K -$14.3K -300 -2%
CPIG
1779
Chicago Partners Investment Group
Illinois
$749K -$6.73K -141 -0.8%
SWM
1780
Sugarloaf Wealth Management
Georgia
$747K
TI
1781
Truehand Inc
New Hampshire
$747K
SSW
1782
Smith Shellnut Wilson
Mississippi
$747K +$2.72K +57 +0.4%
OR
1783
Olympiad Research
Connecticut
$747K +$228K +4,767 +44%
HBT
1784
Hills Bank & Trust
Iowa
$746K -$10.7K -225 -1%
MPI
1785
Mairs & Power Inc
Minnesota
$745K -$14.3K -300 -2%
TWA
1786
TPB Wealth Advisors
Texas
$744K +$32.9K +690 +5%
DC
1787
DeDora Capital
California
$743K -$20.3K -426 -3%
MW
1788
Marcum Wealth
Ohio
$742K -$32.2K -675 -4%
VC
1789
Veracity Capital
Georgia
$742K -$21.3K -447 -3%
TAM
1790
Tealwood Asset Management
Minnesota
$740K -$5.3K -111 -0.7%
DDC
1791
DF Dent & Co
Maryland
$740K +$20.9K +438 +3%
DA
1792
Denali Advisors
California
$738K -$14.3K -300 -2%
HI
1793
Hendershot Investments
Virginia
$736K +$240K +5,025 +49%
PPWP
1794
Proquility Private Wealth Partners
Nevada
$734K -$137K -2,877 -15%
CFMC
1795
Curbstone Financial Management Corp
New Hampshire
$734K
SSWM
1796
Sheets Smith Wealth Management
North Carolina
$733K -$19.6K -411 -3%
XF
1797
XML Financial
Maryland
$733K +$5.01K +105 +0.7%
AWM
1798
Accurate Wealth Management
Florida
$733K +$5.87K +123 +0.8%
CWM
1799
Cahaba Wealth Management
Georgia
$733K +$34.4K +720 +5%
CFS
1800
CRA Financial Services
New Jersey
$731K -$14.6K -306 -2%

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.