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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
BAAM
2276
Baker Avenue Asset Management
California
$320K +$316K +6,627 New
BAG
2277
Briggs Advisory Group
Rhode Island
$319K +$316K +6,624 New
WIA
2278
Westbourne Investment Advisors
Maryland
$318K -$71.6K -1,500 -19%
SFM
2279
Signet Financial Management
New Jersey
$318K -$19K -399 -6%
BBHBI
2280
B, B, H, & B Inc
Alabama
$317K
COCM
2281
Charter Oak Capital Management
New Hampshire
$317K
GAB
2282
German American Bancorp
Indiana
$317K
CWC
2283
Carolinas Wealth Consulting
North Carolina
$317K +$14K +294 +5%
AA
2284
Addison Advisors
Vermont
$317K +$266K +5,565 +555%
NMG
2285
New Millennium Group
Utah
$317K +$313K +6,564 New
BWP
2286
Bernardo Wealth Planning
Pennsylvania
$317K +$314K +6,582 New
AMG
2287
Advisors Management Group
Wisconsin
$314K
AMIM
2288
Aull & Monroe Investment Management
Alabama
$314K +$7.16K +150 +2%
AIFAIM
2289
American Institute for Advanced Investment Management
Arizona
$314K +$15.8K +330 +5%
BWM
2290
Buckley Wealth Management
Nevada
$313K +$33.1K +693 +12%
AAP
2291
Arax Advisory Partners
Colorado
$313K +$51.6K +1,080 +20%
DSN
2292
D. Scott Neal
Kentucky
$312K -$6.45K -135 -2%
RVPG
2293
Relative Value Partners Group
$312K
OPWM
2294
Oakwell Private Wealth Management
Texas
$312K +$93K +1,947 +43%
PTC
2295
Petrus Trust Company
Texas
$311K -$6.42M -134,376 -95%
BAM
2296
Barrett Asset Management
New York
$311K +$8.16K +171 +3%
PFA
2297
Pinnacle Family Advisors
Missouri
$311K +$33.7K +705 +12%
NSB
2298
Norway Savings Bank
Maine
$310K -$7.16K -150 -2%
PFA
2299
Pettinga Financial Advisors
Indiana
$309K -$118K -2,469 -28%
DJYG
2300
David J. Yvars Group
Florida
$309K

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.