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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
PAM
2126
Private Asset Management
California
$407K +$7.16K +150 +2%
APP
2127
Alpha Paradigm Partners
Illinois
$407K +$402K +8,430 New
SWA
2128
SOA Wealth Advisors
New York
$405K -$14.5K -303 -3%
ZF
2129
Zhang Financial
Michigan
$405K +$163K +3,420 +69%
AFAS
2130
Acorn Financial Advisory Services
Virginia
$403K +$5.3K +111 +1%
CCB
2131
Cutter & Co Brokerage
Missouri
$403K +$14.3K +300 +4%
FA
2132
Fiducient Advisors
Illinois
$402K +$397K +8,313 New
AC
2133
ASB Consultores
Florida
$402K +$398K +8,343 New
BBA
2134
BLB&B Advisors
Pennsylvania
$400K -$6.45K -135 -2%
FFG
2135
Fortem Financial Group
California
$400K -$4.87K -102 -1%
SMG
2136
Smart Money Group
Texas
$400K -$3.87K -81 -1%
WH
2137
Willner & Heller
California
$400K +$411K +8,610 New
CC
2138
Corsicana & Co
Texas
$399K
FBB
2139
Fulton Breakefield Broenniman
Maryland
$399K
SEEDPG
2140
S.E.E.D. Planning Group
New York
$399K +$395K +8,277 New
TWP
2141
Transparent Wealth Partners
Arkansas
$399K +$395K +8,277 New
NSAM
2142
North Star Asset Management
Wisconsin
$397K -$7.16K -150 -2%
FWP
2143
Firethorn Wealth Partners
Georgia
$397K +$393K +8,229 New
LCM
2144
Landscape Capital Management
New Jersey
$396K -$8.74K -183 -2%
SHWM
2145
Silicon Hills Wealth Management
Texas
$396K
CI Investments Inc
2146
CI Investments Inc
Ontario, Canada
$396K +$9.31K +195 +2%
FFIC
2147
First Fiduciary Investment Counsel
Ohio
$395K
SAM
2148
Shikiar Asset Management
New York
$394K -$122K -2,565 -24%
CIC
2149
Chilton Investment Company
Connecticut
$394K
THWM
2150
Taylor Hoffman Wealth Management
Virginia
$393K -$28.5K -597 -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.