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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
ERWM
2151
Elk River Wealth Management
Colorado
$392K +$387K +8,103 New
CWM
2152
CCG Wealth Management
California
$389K -$7.73K -162 -2%
BWAM
2153
Boyd Watterson Asset Management
Ohio
$388K -$3.44K -72 -0.9%
JIP
2154
JBJ Investment Partners
South Carolina
$387K
TC
2155
Truvestments Capital
Florida
$386K
CCA
2156
Cobblestone Capital Advisors
New York
$386K +$82.8K +1,734 +28%
CIA
2157
Cladis Investment Advisory
Montana
$384K +$381K +7,971 New
MC
2158
Middleton & Co
Massachusetts
$384K -$37.1K -777 -9%
FOA
2159
Five Oceans Advisors
California
$384K +$27.6K +579 +8%
MS
2160
Maven Securities
Jersey
$384K +$75.2K +1,575 +25%
SIAG
2161
Safeguard Investment Advisory Group
California
$383K +$2.86K +60 +0.8%
DG
2162
Doman Group
New York
$383K +$379K +7,938 New
CG
2163
Clarus Group
Texas
$382K
BA
2164
Ballast Advisors
Minnesota
$382K +$11.2K +234 +3%
BIP
2165
Blueprint Investment Partners
North Carolina
$381K +$9.17K +192 +2%
LA
2166
Latitude Advisors
Florida
$381K +$8.16K +171 +2%
FAM
2167
Formidable Asset Management
Ohio
$379K -$143 -3 -0%
AOWM
2168
Alpha Omega Wealth Management
Virginia
$379K +$13.2K +276 +4%
EWA
2169
EverSource Wealth Advisors
Alabama
$378K +$374K +7,839 New
PWS
2170
Peterson Wealth Services
Utah
$378K +$374K +7,842 New
KOMWMG
2171
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$377K -$15.2K -318 -4%
RWA
2172
Redhawk Wealth Advisors
Minnesota
$377K -$10.5K -219 -3%
UAML
2173
US Asset Management LLC
Pennsylvania
$377K
BIA
2174
Benchmark Investment Advisors
Illinois
$377K +$374K +7,824 New
VCAM
2175
Van Cleef Asset Management
Ohio
$376K -$35.8K -750 -9%

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.