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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
HWA
2451
HHM Wealth Advisors
Tennessee
$237K +$34.7K +726 +17%
ACP
2452
Arcus Capital Partners
Georgia
$236K -$215K -4,500 -48%
PWM
2453
Prentice Wealth Management
New York
$235K +$11K +231 +5%
RIG
2454
Roosevelt Investment Group
New York
$235K +$21.9K +459 +10%
PHIC
2455
Pine Haven Investment Counsel
Massachusetts
$235K +$233K +4,875 New
MFP
2456
Meridian Financial Partners
Virginia
$235K +$233K +4,890 New
DI
2457
DFPG Investments
Utah
$235K +$238K +4,992 New
MKC
2458
M. Kraus & Co
Vermont
$234K
SFP
2459
Sandbox Financial Partners
Maryland
$234K +$14.9K +312 +7%
AC
2460
Avenir Corporation
Virginia
$233K
LCM
2461
Leisure Capital Management
California
$233K
BPC
2462
Banque Pictet & Cie
Switzerland
$232K -$38K -795 -14%
LFM
2463
LGT Fund Management
Liechtenstein
$232K +$229K +4,800 New
MAG
2464
Mokosak Advisory Group
Iowa
$231K
CTA
2465
Chesley Taft & Associates
Illinois
$230K -$1.75M -36,600 -88%
BP
2466
BBR Partners
New York
$229K -$752K -15,750 -77%
OAM
2467
Oberweis Asset Management
Illinois
$229K -$18.6K -390 -8%
MAM
2468
Madison Asset Management
Wisconsin
$229K
KA
2469
Kozak & Associates
Colorado
$229K +$73.8K +1,545 +47%
FP
2470
Financial Perspectives
Minnesota
$228K
GA
2471
Gateway Advisory
New Jersey
$228K -$27.6K -579 -11%
APWA
2472
Atlas Private Wealth Advisors
New Jersey
$228K +$18.8K +393 +9%
BIA
2473
Barry Investment Advisors
Massachusetts
$227K
PA
2474
Parkside Advisors
California
$227K +$224K +4,686 New
TIA
2475
Traphagen Investment Advisors
New Jersey
$227K +$225K +4,704 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.