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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
FPWM
1801
FSB Premier Wealth Management
Iowa
$731K
GFP
1802
Gryphon Financial Partners
Ohio
$731K +$288K +6,039 +66%
GWANC
1803
Guardian Wealth Advisors (North Carolina)
North Carolina
$728K +$720K +15,084 New
SMH
1804
Sanders Morris Harris
Texas
$724K
FPGK
1805
Financial Partners Group (Kansas)
Kansas
$723K -$53.6K -1,122 -7%
CA
1806
CGN Advisors
Kansas
$722K +$64.7K +1,356 +10%
MCWS
1807
McKinley Carter Wealth Services
West Virginia
$720K -$111K -2,319 -13%
KLI
1808
Kelman-Lazarov Inc
Tennessee
$720K
JMF
1809
Johnson Midwest Financial
Iowa
$716K
MFG
1810
Merit Financial Group
Georgia
$714K -$28.4K -594 -4%
AFS
1811
Annapolis Financial Services
Maryland
$710K +$3.01K +63 +0.4%
RPWA
1812
Regent Peak Wealth Advisors
Georgia
$709K +$14.2K +297 +2%
AFS
1813
Axiom Financial Strategies
Indiana
$709K +$21.5K +450 +3%
PCA
1814
Pallas Capital Advisors
Massachusetts
$704K +$5.01K +105 +0.7%
IRC
1815
Investors Research Corp
Georgia
$702K +$1.15K +24 +0.2%
CAG
1816
Crestwood Advisors Group
Massachusetts
$699K +$57.3K +1,200 +9%
HFA
1817
High Falls Advisors
New York
$697K +$17.3K +363 +3%
GG
1818
Gleason Group
Kentucky
$694K -$10.7K -225 -2%
NF
1819
Norwood Financial
Pennsylvania
$691K +$684K +14,325 New
JWA
1820
JFS Wealth Advisors
Pennsylvania
$690K +$81.2K +1,701 +13%
WAL
1821
W Advisors LLC
Tennessee
$688K +$681K +14,265 New
CNB
1822
Camden National Bank
Maine
$687K +$21.5K +450 +3%
APW
1823
Austin Private Wealth
Texas
$686K +$16K +336 +2%
WE
1824
Wealth Effects
Massachusetts
$686K +$679K +14,223 New
IIA
1825
Integral Investment Advisors
California
$685K +$678K +14,208 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.