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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
OFS
1876
Orrstown Financial Services
Pennsylvania
$616K -$114K -2,388 -16%
AIP
1877
Ahrens Investment Partners
Louisiana
$616K
ECG
1878
Edge Capital Group
Georgia
$615K -$14K -294 -2%
MSA
1879
Marino Stram & Associates
Massachusetts
$615K +$12.5K +261 +2%
EGA
1880
E&G Advisors
Texas
$614K -$4.3K -90 -0.7%
CANC
1881
Culbertson A N & Co
Virginia
$614K +$45.1K +945 +8%
VCM
1882
Violich Capital Management
California
$612K
PCMC
1883
Paragon Capital Management (Colorado)
Colorado
$612K +$15.3K +321 +3%
AAM
1884
AMI Asset Management
California
$611K +$63.2K +1,323 +12%
HAS
1885
HBW Advisory Services
California
$610K -$45.8K -960 -7%
RMDI
1886
R.M. Davis Inc
Maine
$609K +$41.1K +861 +7%
SKK
1887
Shepherd Kaplan Krochuk
Massachusetts
$608K
MIM
1888
Moseley Investment Management
Florida
$607K +$18.5K +387 +3%
BBNA
1889
Bremer Bank National Association
Minnesota
$605K
FSA
1890
Fort Sheridan Advisors
Illinois
$602K -$25.8K -540 -4%
SAM
1891
S.A. Mason
Michigan
$597K
NB
1892
Nicolet Bankshares
Wisconsin
$596K -$2.86K -60 -0.5%
ZIC
1893
ZWJ Investment Counsel
Georgia
$596K +$6.01K +126 +1%
H
1894
HoyleCohen
California
$596K +$88.8K +1,860 +18%
CI
1895
CPR Investments
Michigan
$596K +$590K +12,363 New
KMWM
1896
Keudell/Morrison Wealth Management
Oregon
$594K -$70.5K -1,476 -11%
CIM
1897
CIM Investment Management
Pennsylvania
$593K -$11.3K -237 -2%
MWAM
1898
Manhattan West Asset Management
California
$593K +$587K +12,294 New
WHC
1899
Wulff, Hansen & Co
California
$593K +$587K +12,303 New
TIM
1900
Tevis Investment Management
Texas
$592K +$586K +12,276 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.