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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
STAS
1951
Strong Tower Advisory Services
Minnesota
$537K +$91.4K +1,914 +21%
Wealth Enhancement Advisory Services
1952
Wealth Enhancement Advisory Services
Minnesota
$535K -$39.7K -831 -7%
NEWAS
1953
N.E.W. Advisory Services
Wisconsin
$535K -$11K -231 -2%
EIA
1954
Edgemoor Investment Advisors
Maryland
$534K +$12.9K +270 +3%
AA
1955
ALPS Advisors
Colorado
$532K -$49.9M -1,045,761 -99%
GC
1956
Grimes & Company
Massachusetts
$532K -$14.3K -300 -3%
MAM
1957
MMA Asset Management
Pennsylvania
$532K -$5.44K -114 -1%
TMWM
1958
Taylor & Morgan Wealth Management
Michigan
$532K +$526K +11,019 New
RHP
1959
Royal Harbor Partners
Texas
$531K +$69K +1,446 +15%
TC
1960
Trust Company
Kansas
$528K +$8.31K +174 +2%
SRC
1961
Shufro Rose & Co
New York
$526K -$43K -900 -8%
CRCM
1962
Corbett Road Capital Management
Virginia
$525K -$50.7K -1,062 -9%
DAM
1963
Derbend Asset Management
Georgia
$525K
FC
1964
Forte Capital
New York
$524K -$45.4K -951 -8%
CF
1965
Corrigan Financial
Rhode Island
$522K
HCA
1966
Heck Capital Advisors
Wisconsin
$521K -$38.1K -798 -7%
SF
1967
SBK Financial
Virginia
$521K +$516K +10,800 New
BPM
1968
Bowling Portfolio Management
Ohio
$520K +$24.2K +507 +5%
UF
1969
Univest Financial
Pennsylvania
$518K +$3.01K +63 +0.6%
LWA
1970
Lenox Wealth Advisors
New York
$518K +$6.88K +144 +1%
SIG
1971
Spinnaker Investment Group
California
$514K +$511K +10,710 New
KIG
1972
Kowal Investment Group
Wisconsin
$513K +$54.3K +1,137 +12%
BFG
1973
Barber Financial Group
Kansas
$512K -$88.5K -1,854 -15%
AO
1974
Advisor OS
Illinois
$512K +$33.2K +696 +7%
SWMG
1975
Signature Wealth Management Group
Georgia
$512K +$104K +2,181 +26%

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.