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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$18.1B -$12.7M -265,143 -0.1%
BlackRock
2
BlackRock
New York
$13.3B -$29.5M -618,405 -0.2%
State Street
3
State Street
Massachusetts
$8.82B -$465M -9,741,321 -5%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.5B +$28.9M +604,656 +0.8%
Bank of America
5
Bank of America
North Carolina
$3.35B +$106M +2,222,712 +3%
Norges Bank
6
Norges Bank
Norway
$2.93B +$629M +13,168,866 +28%
Northern Trust
7
Northern Trust
Illinois
$2.4B -$34M -712,422 -1%
Morgan Stanley
8
Morgan Stanley
New York
$2.25B +$171M +3,572,646 +8%
State Farm Mutual Automobile Insurance
9
State Farm Mutual Automobile Insurance
Illinois
$1.89B
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$1.71B +$388M +8,132,895 +30%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.6B -$39.8M -834,111 -2%
N
12
Nuveen
North Carolina
$1.57B +$115M +2,405,862 +8%
Wells Fargo
13
Wells Fargo
California
$1.57B -$143M -2,986,908 -8%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$1.55B -$9.75M -204,309 -0.6%
Charles Schwab
15
Charles Schwab
California
$1.53B +$83.7M +1,752,681 +6%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$1.52B +$48.9M +1,024,983 +3%
JP Morgan Chase
17
JP Morgan Chase
New York
$1.51B +$161M +3,369,048 +12%
GQG Partners
18
GQG Partners
Florida
$1.51B +$1.49B +31,273,026 New
Legal & General Group
19
Legal & General Group
United Kingdom
$1.46B -$45M -942,186 -3%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$1.42B +$81.6M +1,708,860 +6%
AllianceBernstein
21
AllianceBernstein
Tennessee
$1.34B +$67.4M +1,412,445 +5%
Invesco
22
Invesco
Georgia
$1.26B +$169M +3,544,119 +16%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.07B +$75.5M +1,582,065 +8%
PI
24
Putnam Investments
Massachusetts
$1.07B +$101M +2,111,655 +11%
Gates Foundation Trust
25
Gates Foundation Trust
Washington
$1B

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.