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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
RPG
1976
Resource Planning Group
Georgia
$511K -$43.7K -915 -8%
ZB
1977
Zions Bancorporation
Utah
$510K -$2.44K -51 -0.5%
1WM
1978
1900 Wealth Management
Texas
$508K
GAM
1979
Garrison Asset Management
Arkansas
$508K
IAMOG
1980
Investors Asset Management of Georgia
Georgia
$508K +$27.2K +570 +6%
PPP
1981
Private Portfolio Partners
New Jersey
$508K -$2.29K -48 -0.5%
CPA
1982
Court Place Advisors
Maryland
$505K -$75.9K -1,590 -13%
GRQ
1983
Gardner Russo & Quinn
Pennsylvania
$504K -$143K -3,000 -22%
SDWMA
1984
Schneider Downs Wealth Management Advisors
Pennsylvania
$504K -$4.3K -90 -0.9%
AIA
1985
Angeles Investment Advisors
California
$503K +$45.8K +960 +10%
JLBC
1986
J.L. Bainbridge & Co
Florida
$501K -$3.87K -81 -0.8%
PWA
1987
Physician Wealth Advisors
Utah
$501K +$286 +6 +0.1%
NP
1988
Ninepoint Partners
Ontario, Canada
$500K +$20.3K +426 +4%
HBCM
1989
Heron Bay Capital Management
Michigan
$499K -$13.9K -291 -3%
AT
1990
American Trust
Kentucky
$497K +$492K +10,308 New
BCM
1991
BTR Capital Management
California
$496K -$64.4K -1,350 -12%
KPWG
1992
KFA Private Wealth Group
Virginia
$496K +$28.5K +597 +6%
HPWM
1993
Highland Private Wealth Management
Washington
$496K +$41.4K +867 +9%
ARG
1994
Advisory Resource Group
Oklahoma
$495K -$77.9K -1,632 -13%
RSVP
1995
Ramsay Stattman Vela & Price
Colorado
$495K
NRA
1996
NSI Retail Advisors
Pennsylvania
$494K -$143K -3,000 -23%
FPTW
1997
Franklin, Parlapiano, Turner & Welch
Texas
$494K +$489K +10,233 New
SWM
1998
Silverlake Wealth Management
Vermont
$494K +$489K +10,233 New
WW
1999
Westshore Wealth
California
$492K -$28.6K -600 -6%
MAG
2000
Mayfair Advisory Group
Alabama
$491K -$3.44K -72 -0.7%

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.