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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
RIM
2426
Reliant Investment Management
Tennessee
$245K +$11.5K +240 +5%
SIM
2427
Sadoff Investment Management
Wisconsin
$245K +$16.2K +339 +7%
CCM
2428
Condor Capital Management
New Jersey
$245K +$242K +5,073 New
WWG
2429
West Wealth Group
California
$245K +$243K +5,097 New
FSG
2430
Financial Strategies Group
Michigan
$244K -$9.31K -195 -4%
GLLW
2431
Graves Light Lenhart Wealth
Virginia
$244K
FA
2432
Fortis Advisors
Pennsylvania
$244K +$64.4K +1,350 +36%
RWP
2433
Revolve Wealth Partners
New Jersey
$244K +$241K +5,049 New
HS
2434
Horan Securities
United States
$244K +$241K +5,058 New
PA
2435
Probity Advisors
Texas
$241K -$29.8K -624 -11%
D
2436
Diversified
Delaware
$241K
RCG
2437
Rock Creek Group
District of Columbia
$241K +$12.5K +261 +6%
PCI
2438
Planning Center Inc
Illinois
$241K +$245K +5,130 New
FMN
2439
Financial Management Network
California
$240K -$28.6K -600 -11%
JWBC
2440
J.W. Burns & Co
New York
$240K
SWM
2441
Selective Wealth Management
Virginia
$240K
AP
2442
Adero Partners
California
$239K -$28.4K -594 -11%
HR
2443
Hayden Royal
North Carolina
$239K -$8.45K -177 -3%
JEST
2444
JTC Employer Solutions Trustee
Jersey
$239K
MA
2445
Mezzasalma Advisors
New Jersey
$239K
XS
2446
XR Securities
Illinois
$239K +$10.3K +216 +5%
RRA
2447
Round Rock Advisors
Connecticut
$239K +$237K +4,959 New
TP
2448
Tranquility Partners
Tennessee
$237K -$35.1K -735 -13%
FWM
2449
ForthRight Wealth Management
Georgia
$237K
FA
2450
Financial Advisors
Massachusetts
$237K +$4.58K +96 +2%

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.