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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
SOMRS
201
State of Michigan Retirement System
Michigan
$51.8M -$2.59M -54,300 -5%
DILIC
202
Dai-ichi Life Insurance Company
Japan
$51.8M +$14.1M +295,671 +38%
Creative Planning
203
Creative Planning
Kansas
$51.6M -$732K -15,330 -1%
HNB
204
Huntington National Bank
Ohio
$51.5M +$3.72K +78 +0%
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$51.5M +$2.18M +45,582 +4%
Schroder Investment Management Group
206
Schroder Investment Management Group
United Kingdom
$51M +$2.94M +61,587 +6%
SOADOR
207
State of Alaska Department of Revenue
Alaska
$50.8M -$4.4M -92,229 -8%
Comerica Bank
208
Comerica Bank
Texas
$50.6M -$63.5M -1,330,692 -55%
SI
209
Stephens Inc
Arkansas
$50.6M -$395K -8,268 -0.8%
CB
210
Commerce Bank
Missouri
$50.4M -$844K -17,673 -2%
EHC
211
Everett Harris & Co
California
$49.7M -$275K -5,763 -0.6%
PA
212
Paralel Advisors
Colorado
$48.5M +$48M +1,005,000 New
Renaissance Technologies
213
Renaissance Technologies
New York
$48.2M -$388M -8,122,644 -89%
SC
214
Scotia Capital
Ontario, Canada
$47.8M +$2.69M +56,319 +6%
Squarepoint
215
Squarepoint
New York
$46.1M +$37.3M +781,335 +450%
MIM
216
MetLife Investment Management
New Jersey
$45.5M -$1.23M -25,701 -3%
FMI
217
Factory Mutual Insurance
Massachusetts
$43.7M -$8.63M -180,726 -16%
YCM
218
Yousif Capital Management
Michigan
$41.8M +$41.3M +865,974 New
FCIM
219
Fairview Capital Investment Management
California
$41.7M -$471K -9,870 -1%
SEIA
220
Signature Estate & Investment Advisors
California
$41.5M +$2.03M +42,420 +5%
DnB Asset Management
221
DnB Asset Management
Norway
$41.3M +$1.4M +29,382 +4%
SFS
222
Sowell Financial Services
Arkansas
$41.3M +$3.4M +71,271 +9%
TWC
223
TD Waterhouse Canada
Ontario, Canada
$41.2M +$38.2M +799,233 New
CIBC Private Wealth Group
224
CIBC Private Wealth Group
Georgia
$40.5M +$4.24M +88,710 +12%
Natixis Advisors
225
Natixis Advisors
Massachusetts
$40.3M +$5.45M +114,234 +16%

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.