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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
WIM
2326
Warwick Investment Management
Texas
$297K +$294K +6,150 New
RTS
2327
Round Table Services
New Jersey
$296K +$55.1K +1,155 +23%
LF
2328
LifeSteps Financial
California
$295K -$14.3K -300 -5%
HHAA
2329
Henry H. Armstrong Associates
Pennsylvania
$295K
MFG
2330
Magnus Financial Group
New York
$295K +$3.44K +72 +1%
OWA
2331
Outlook Wealth Advisors
Texas
$294K -$13.7K -288 -5%
SDH
2332
Sloy Dahl & Holst
Washington
$294K
UAS
2333
United Asset Strategies
New York
$292K +$18K +378 +7%
EWM
2334
Evermay Wealth Management
Virginia
$292K +$48K +1,005 +20%
OCM
2335
Objective Capital Management
Ohio
$292K +$289K +6,045 New
DS
2336
DRW Securities
Illinois
$292K +$289K +6,060 New
WI
2337
Wedgewood Investors
Pennsylvania
$291K -$14.3K -300 -5%
AWA
2338
Alta Wealth Advisors
Massachusetts
$291K +$288K +6,033 New
SEP
2339
Southland Equity Partners
Missouri
$291K +$15.2K +318 +6%
MWM
2340
MinichMacGregor Wealth Management
New York
$290K -$23.2K -486 -7%
CC
2341
Colrain Capital
Massachusetts
$290K
AA
2342
Aire Advisors
California
$290K +$287K +6,021 New
SVCP
2343
Silicon Valley Capital Partners
California
$289K -$36.8K -771 -11%
CWM
2344
Concentric Wealth Management
California
$289K -$28.6K -600 -9%
CA
2345
Centerpoint Advisors
Massachusetts
$289K
MCM
2346
Magnolia Capital Management
New York
$289K
SCI
2347
S&CO Inc
Massachusetts
$289K
RWB
2348
RMR Wealth Builders
New Jersey
$289K +$14.3K +300 +5%
NCM
2349
Northside Capital Management
Oregon
$287K -$85.9K -1,800 -23%
ADBIC
2350
A.D. Beadell Investment Counsel
Wisconsin
$287K +$57.3K +1,200 +25%

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.