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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
MHR
2101
Matthew Hamilton Rosenberg
$418K -$53.4K -1,119 -11%
TPWA
2102
TRUE Private Wealth Advisors
Oregon
$417K -$35.7K -747 -8%
SF
2103
Summit Financial
New Jersey
$416K +$31.2K +654 +8%
EDRIA
2104
Edmonds Duncan Registered Investment Advisors
Kansas
$416K -$512K -10,725 -55%
RB
2105
Renasant Bank
Mississippi
$416K -$304K -6,360 -42%
FCFC
2106
First Citizens Financial Corp
Iowa
$415K -$8.45K -177 -2%
CCA
2107
Childress Capital Advisors
Texas
$414K -$21.6K -453 -5%
PB
2108
Pinnacle Bancorp
Nebraska
$414K -$14.3K -300 -3%
TA
2109
TFG Advisers
Michigan
$414K -$9.45K -198 -2%
TRIA
2110
Trail Ridge Investment Advisors
Colorado
$414K +$409K +8,574 New
WG
2111
Watchman Group
Texas
$414K +$410K +8,580 New
SMF
2112
Sterling Manor Financial
New York
$412K +$63.4K +1,329 +18%
AAM
2113
Austin Asset Management
Texas
$412K +$408K +8,547 New
LWP
2114
Legacy Wealth Planning
Nevada
$410K -$75.5K -1,581 -16%
QC
2115
Quent Capital
New York
$410K +$406K +8,502 New
WFS
2116
Widmann Financial Services
Maryland
$410K +$407K +8,517 New
FCCM
2117
First City Capital Management
Georgia
$409K -$13.9K -291 -3%
CCC
2118
Chelsea Counsel Company
California
$409K
UBG
2119
United Bank (Georgia)
Georgia
$409K
Fiera Capital (Canada)
2120
Fiera Capital (Canada)
Quebec, Canada
$408K
WA
2121
Winfield Associates
Ohio
$408K
CCP
2122
Cassia Capital Partners
North Carolina
$408K +$404K +8,463 New
CWM
2123
Circle Wealth Management
New Jersey
$407K -$92.4K -1,935 -19%
NS
2124
Newman & Schimel
Illinois
$407K -$14.6K -306 -3%
GPA
2125
Garrison Point Advisors
California
$407K

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.