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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
JWM
1901
Jackson Wealth Management
Florida
$592K +$586K +12,282 New
CPC
1902
Consolidated Planning Corp
Georgia
$589K
CAM
1903
CenterStar Asset Management
Illinois
$588K
PLFAM
1904
Pineno Levin & Ford Asset Management
Virginia
$588K
VC
1905
Vicus Capital
Pennsylvania
$588K +$598K +12,528 New
CFG
1906
Cooper Financial Group
California
$587K -$260K -5,454 -31%
WA1
1907
Wimmer Associates 1
California
$587K +$4.3K +90 +0.7%
JSC
1908
Jackson Square Capital
California
$586K -$33.5K -702 -5%
MM
1909
MQS Management
New York
$586K +$580K +12,153 New
EW
1910
Evoke Wealth
California
$581K +$108K +2,253 +23%
CBT
1911
Central Bank & Trust
Kentucky
$579K -$51.4K -1,077 -8%
PWS
1912
Private Wealth Strategies
Ohio
$579K -$30.6K -642 -5%
TIA
1913
Tiemann Investment Advisors
California
$579K +$7.16K +150 +1%
AWM
1914
Avondale Wealth Management
Texas
$579K +$211K +4,410 +58%
MCCP
1915
Mission Creek Capital Partners
California
$576K +$141K +2,952 +33%
CCM
1916
Canal Capital Management
Virginia
$574K -$13.3K -279 -2%
WKSWA
1917
White Knight Strategic Wealth Advisors
New Jersey
$574K +$568K +11,898 New
ERIM
1918
Eagle Ridge Investment Management
Connecticut
$573K -$32.2K -675 -5%
AIA
1919
Arbor Investment Advisors
North Carolina
$572K
GWS
1920
Glassman Wealth Services
Virginia
$572K +$282K +5,901 +99%
CPA
1921
Cardiff Park Advisors
California
$572K +$566K +11,859 New
KCM
1922
Karp Capital Management
California
$571K -$4.45M -93,198 -89%
HI
1923
Hudock Inc
Pennsylvania
$570K -$25.6K -537 -4%
PCM
1924
Pennsylvania Capital Management
Pennsylvania
$568K
TC
1925
Titleist Capital
Texas
$568K +$563K +11,787 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.