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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
SIM
2226
SSI Investment Management
California
$346K -$716 -15 -0.2%
OPCM
2227
Osborne Partners Capital Management
California
$346K +$21.8K +456 +7%
AWM
2228
Arbor Wealth Management
Florida
$346K +$86.4K +1,809 +34%
SPC
2229
Stewart & Patten Company
California
$344K -$28.6K -600 -8%
CP
2230
CenterBook Partners
Connecticut
$344K +$340K +7,131 New
FAN
2231
Financial Advisors Network
California
$343K -$9.45K -198 -3%
FBFS
2232
First Business Financial Services
Wisconsin
$343K +$28.6K +600 +9%
ML
2233
McAdam LLC
Pennsylvania
$342K +$4.44K +93 +1%
RWA
2234
River Wealth Advisors
Pennsylvania
$342K +$59.7K +1,251 +21%
ECM
2235
Exchange Capital Management
Michigan
$340K -$8.31K -174 -2%
SC
2236
Sierra Capital
Florida
$340K +$168K +3,510 +99%
NPT
2237
Nixon Peabody Trust
Massachusetts
$340K +$336K +7,041 New
CS
2238
Capital Square
Tennessee
$339K +$716 +15 +0.2%
CFFP
2239
Center for Financial Planning
Michigan
$339K +$21.6K +453 +7%
BB
2240
Bell Bank
North Dakota
$338K
WDG
2241
Wealth Dimensions Group
Ohio
$337K -$7.45K -156 -2%
OPOWM
2242
One Plus One Wealth Management
Florida
$336K
SW
2243
StrongBox Wealth
Missouri
$336K +$3.58K +75 +1%
IIC
2244
Integrated Investment Consultants
Michigan
$336K +$23.8K +498 +8%
FIM
2245
Fernwood Investment Management
Massachusetts
$335K -$17.9K -375 -5%
KWS
2246
Keystone Wealth Services
California
$334K +$330K +6,915 New
CFS
2247
Cannon Financial Strategists
Georgia
$333K -$35.8K -750 -10%
ACM
2248
Aquatic Capital Management
Illinois
$333K +$329K +6,900 New
GAM
2249
Gemmer Asset Management
California
$332K -$59K -1,236 -15%
CCA
2250
Cottonwood Capital Advisors
Utah
$332K +$328K +6,876 New

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.