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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
HI
2051
Humankind Investments
New York
$452K +$68.9K +1,443 +18%
BW
2052
Basepoint Wealth
Iowa
$451K +$446K +9,351 New
FBT
2053
First Bank & Trust
South Dakota
$450K -$7.16K -150 -2%
FC
2054
Fusion Capital
South Carolina
$447K +$144K +3,024 +48%
CNWM
2055
Clay Northam Wealth Management
California
$447K +$443K +9,273 New
EBA
2056
Eagle Bay Advisors
New York
$445K -$63.9K -1,338 -13%
SJL
2057
Shayne & Jacobs LLC
Tennessee
$445K
BST
2058
Bath Savings Trust
Maine
$444K -$50.1K -1,050 -10%
TIA
2059
Tandem Investment Advisors
South Carolina
$444K -$10.3K -216 -2%
NJBEST
2060
New Jersey Better Educational Savings Trust
New Jersey
$444K
RHJA
2061
Rice Hall James & Associates
California
$444K
ACM
2062
Antonetti Capital Management
Florida
$443K -$55.9K -1,170 -11%
WDL
2063
Well Done LLC
Michigan
$443K
DOA
2064
D'Orazio & Associates
Virginia
$442K -$28.9K -606 -6%
BWA
2065
Burt Wealth Advisors
Maryland
$441K
CSPIA
2066
Cary Street Partners Investment Advisory
Virginia
$441K +$110K +2,298 +34%
HCM
2067
Howland Capital Management
Massachusetts
$439K +$4.01K +84 +0.9%
HDIM
2068
Hanson & Doremus Investment Management
Vermont
$438K
SIS
2069
Sound Income Strategies
Florida
$438K +$13.2K +276 +3%
MLFP
2070
MPS Loria Financial Planners
Illinois
$438K +$15.8K +330 +4%
HSWM
2071
Hubbell Strickland Wealth Management
Louisiana
$437K -$15.5K -324 -3%
OCPWS
2072
One Charles Private Wealth Services
Massachusetts
$437K
TCWM
2073
Total Clarity Wealth Management
Illinois
$436K -$45.1K -945 -9%
SSWM
2074
Smith Salley Wealth Management
North Carolina
$436K +$28.4K +594 +7%
JFA
2075
JNBA Financial Advisors
Minnesota
$435K -$9.6K -201 -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.