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Walmart Inc

2,512 hedge funds and large institutions have $124B invested in Walmart Inc in 2020 Q4 according to their latest regulatory filings, with 331 funds opening new positions, 1,079 increasing their positions, 826 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more first-time investments, than exits

New positions opened: 331 | Existing positions closed: 78

31% more repeat investments, than reductions

Existing positions increased: 1,079 | Existing positions reduced: 826

10% more funds holding

Funds holding: 2,2922,512 (+220)

8% more call options, than puts

Call options by funds: $3.56B | Put options by funds: $3.3B

4% more capital invested

Capital invested by funds: $119B → $124B (+$4.26B)

0.25% more ownership

Funds ownership: 90.5%90.75% (+0.25%)

8% less funds holding in top 10

Funds holding in top 10: 120111 (-9)

Holders
2,512
Holders Change
+220
Holders Change %
+9.6%
% of All Funds
44.44%
Holding in Top 10
111
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-7.5%
% of All Funds
1.96%
New
331
Increased
1,079
Reduced
826
Closed
78
Calls
$3.56B
Puts
$3.3B
Net Calls
+$261M
Net Calls Change
-$1.74B
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
2476
Baillie Gifford & Co
United Kingdom
$16K +$15.7K +324 New
SFA
2477
Semmax Financial Advisors
North Carolina
$14K -$7.14K -147 -33%
IWP
2478
IAG Wealth Partners
Wisconsin
$14K
SSWG
2479
Seven Springs Wealth Group
Tennessee
$14K
MAM
2480
McCarthy Asset Management
California
$14K +$14.6K +300 New
TIM
2481
Tortoise Investment Management
New York
$13K -$16.3K -336 -56%
HS
2482
Horan Securities
United States
$12K +$5.1K +105 +69%
CWM
2483
Curi Wealth Management
North Carolina
$12K +$13K +267 New
LAM
2484
Lountzis Asset Management
Pennsylvania
$10K
IHWM
2485
Iron Horse Wealth Management
Iowa
$9K +$8.74K +180 New
BAM
2486
Bellevue Asset Management
Washington
$9K +$8.89K +183 New
CPWM
2487
Cypress Point Wealth Management
Texas
$9K +$9.03K +186 New
SFO
2488
Standard Family Office
South Dakota
$8K +$8.16K +168 New
BAMG
2489
Brand Asset Management Group
Missouri
$7K
CDIA
2490
Capital Directions Investment Advisors
Georgia
$7K
MIM
2491
Macroview Investment Management
Maryland
$7K
LIA
2492
Luken Investment Analytics
Tennessee
$7K +$6.7K +138 New
DWMG
2493
DB Wealth Management Group
California
$7K +$6.85K +141 New
Q
2494
QVR
California
$7K +$7.14K +147 New
SFP
2495
Sterling Financial Planning
New Jersey
$6K +$5.83K +120 New
BA
2496
Bellwether Advisors
Nebraska
$6K +$6.7K +138 New
LIM
2497
Longfellow Investment Management
Massachusetts
$5K +$4.22K +87 New
NG
2498
NWK Group
California
$5K +$4.66K +96 New
CBTWT
2499
Community Bank & Trust (Waco, Texas)
Texas
$4.73K +$197K +4,053 +4%
DTIM
2500
Danda Trouve Investment Management
Kansas
$4K -$7.28K -150 -66%

WMT Hedge Fund Activity: Q4 2020 in Review

2,512 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q4 2020, worth a combined $124B — up 3.6% from $119B a quarter earlier.

Buyers outnumbered sellers: 331 funds opened new WMT positions and 78 closed out — a net gain of 253 holders — while 1,079 added to existing stakes and 826 trimmed.

The largest buyer was Jane Street, adding an estimated $287M. The largest seller was State Street, cutting an estimated $453M.

  • 2,512 institutional investors held Walmart Inc (WMT) as of Q4 2020, up from 2,292 in Q3 2020.
  • Funds reported $124B of Walmart Inc stock for Q4 2020, up 3.6% quarter-over-quarter.
  • 331 funds opened new Walmart Inc positions in Q4 2020 and 78 closed out, a net change of +253 holders.
  • The largest Walmart Inc buyer in Q4 2020 was Jane Street, an estimated $287M added.
  • The largest Walmart Inc seller in Q4 2020 was State Street, an estimated $453M sold.

Based on aggregated 13F filings for Q4 2020.