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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
TC
1926
TAP Consulting
Missouri
$566K -$111K -2,316 -16%
T
1927
TCWP
Ohio
$566K +$561K +11,742 New
OGC
1928
Oak Grove Capital
New Hampshire
$565K -$140K -2,925 -20%
FRM
1929
Foundation Resource Management
Arkansas
$563K
AWM
1930
Affinity Wealth Management
Delaware
$560K -$452K -9,465 -45%
MA
1931
Mosaic Advisors
Texas
$560K +$64.7K +1,356 +13%
BBA
1932
Braun-Bostich & Associates
Pennsylvania
$560K +$560K +11,730 New
BFA
1933
Beaumont Financial Advisors
Massachusetts
$556K -$215K -4,500 -28%
JCM
1934
Jag Capital Management
Missouri
$556K +$10.9K +228 +2%
JSW
1935
Journey Strategic Wealth
New Jersey
$555K +$549K +11,508 New
FFC
1936
First Financial Corp
Indiana
$552K -$14.3K -300 -3%
HCM
1937
HMS Capital Management
Tennessee
$552K -$7.73K -162 -1%
PWA
1938
Peterson Wealth Advisors
Utah
$550K +$1.86K +39 +0.3%
PL
1939
Pluribus Labs
California
$549K +$543K +11,373 New
LDFR
1940
Lehman & Derafelo Financial Resources
Pennsylvania
$547K +$68.9K +1,443 +15%
EM
1941
Excalibur Management
Massachusetts
$546K +$4.87K +102 +0.9%
VCM
1942
Vivaldi Capital Management
Illinois
$545K +$205K +4,290 +61%
CHP
1943
Cable Hill Partners
Oregon
$541K
CT
1944
Chicago Trust
Illinois
$540K
SGCA
1945
Steel Grove Capital Advisors
Tennessee
$538K -$40.1K -840 -7%
SSC
1946
Syverson Strege & Co
Iowa
$538K -$32.7K -684 -6%
VWM
1947
Valley Wealth Managers
New Jersey
$538K -$28.6K -600 -5%
SHFA
1948
SC&H Financial Advisors
Maryland
$538K +$532K +11,148 New
AWC
1949
Adamsbrown Wealth Consultants
Kansas
$538K +$533K +11,160 New
SCA
1950
Stokes Capital Advisors
South Carolina
$537K +$10.5K +219 +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.