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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
IFS
2301
Intelligent Financial Strategies
Minnesota
$309K +$306K +6,414 New
ACM
2302
Advance Capital Management
Michigan
$308K +$305K +6,381 New
OWP
2303
Obermeyer Wealth Partners
Colorado
$306K -$219K -4,590 -42%
BRA
2304
Biechele Royce Advisors
Indiana
$306K
SRC
2305
Sage Rhino Capital
California
$305K +$4.58K +96 +2%
SWIG
2306
Strategic Wealth Investment Group
Kentucky
$305K +$302K +6,327 New
BWM
2307
Bulltick Wealth Management
Florida
$305K -$7.16K -150 -2%
MRCM
2308
M&R Capital Management
New Jersey
$304K
1IA
2309
1620 Investment Advisors
Massachusetts
$304K +$301K +6,300 New
NCA
2310
New Century Advisors
Maryland
$304K +$301K +6,300 New
WCA
2311
Waypoint Capital Advisors
Minnesota
$304K +$301K +6,300 New
EI
2312
Ellevest Inc
New York
$303K
CA
2313
Claris Advisors
Missouri
$302K +$299K +6,270 New
C
2314
CEDRUS
Colorado
$301K +$298K +6,243 New
FNWM
2315
Financial Network Wealth Management
Utah
$300K -$2.72K -57 -0.9%
AWP
2316
Abacus Wealth Partners
California
$299K -$24.5K -513 -8%
CWM
2317
Cabot Wealth Management
Massachusetts
$299K +$4.3K +90 +1%
FQ
2318
First Quadrant
California
$299K +$9.88K +207 +3%
RZH
2319
Relyea Zuckerberg Hanson
Connecticut
$299K +$34.8K +729 +13%
HFAS
2320
Hummer Financial Advisory Services
Illinois
$298K
SBWIC
2321
Schaper Benz & Wise Investment Counsel
Wisconsin
$298K
WA
2322
Wealth Architects
California
$298K +$52.8K +1,107 +22%
AWM
2323
Atticus Wealth Management
Florida
$298K +$124K +2,598 +73%
FAM
2324
Flaharty Asset Management
Florida
$297K -$10.5K -219 -3%
SIC
2325
Schwartz Investment Counsel
Michigan
$297K

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.