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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
KPCM
1851
Kings Point Capital Management
New York
$650K +$32.9K +690 +5%
SIA
1852
Soltis Investment Advisors
Utah
$649K -$26.6K -558 -4%
LC
1853
LCNB Corp
Ohio
$649K -$8.88K -186 -1%
AL
1854
Aspiriant LLC
California
$647K +$64.2K +1,344 +11%
MIM
1855
Meixler Investment Management
Arizona
$645K +$638K +13,365 New
HCMG
1856
Howard Capital Management Group
California
$641K -$4.15K -87 -0.6%
LNWTC
1857
Laird Norton Wetherby Trust Company
Washington
$641K +$716 +15 +0.1%
LCM
1858
Lewis Capital Management
California
$639K +$632K +13,248 New
PPG
1859
Peak Planning Group
Colorado
$639K +$1.86K +39 +0.3%
PCS
1860
Personal CFO Solutions
New Jersey
$633K +$20.2K +423 +3%
MWM
1861
Maltin Wealth Management
New Jersey
$633K +$30.6K +642 +5%
TCM
1862
Tradewinds Capital Management
Washington
$632K
OC
1863
Oarsman Capital
Wisconsin
$630K -$143K -3,000 -19%
CCMD
1864
Cypress Capital Management (Delaware)
Delaware
$629K +$5.44K +114 +0.9%
CF
1865
Copperwynd Financial
Arizona
$628K -$32.8K -687 -5%
IWA
1866
Intercontinental Wealth Advisors
Texas
$628K -$143 -3 -0%
TAM
1867
Trillium Asset Management
Massachusetts
$626K -$5.16K -108 -0.8%
LF
1868
Lee Financial
Texas
$623K +$1.43K +30 +0.2%
CWAG
1869
Compton Wealth Advisory Group
Virginia
$621K +$11K +231 +2%
SBF
1870
Sara-Bay Financial
Florida
$621K +$58.3K +1,221 +10%
RPCONE
1871
Retirement Planning Company of New England
Rhode Island
$620K +$614K +12,870 New
GWCM
1872
Godshalk Welsh Capital Management
Pennsylvania
$619K
AIA
1873
Armor Investment Advisors
North Carolina
$618K +$106K +2,229 +21%
EA
1874
Echo45 Advisors
California
$618K +$612K +12,819 New
CPA
1875
Capital Planning Advisors
California
$617K +$25.5K +534 +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.