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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
BG
476
Bollard Group
Massachusetts
$10.5M -$478K -9,852 -4%
GIA
477
Granite Investment Advisors
New Hampshire
$10.4M -$288K -5,937 -3%
SBIA
478
Sheaff Brock Investment Advisors
Indiana
$10.3M +$3.64M +74,952 +54%
CT
479
Cambridge Trust
Massachusetts
$10.3M +$139K +2,862 +1%
AAS
480
Avantax Advisory Services
Texas
$10.3M -$8M -164,694 -43%
HWA
481
Heritage Wealth Advisors
Virginia
$10.3M -$63.8K -1,314 -0.6%
RCYC
482
Richard C. Young & Co
Rhode Island
$10.3M +$86.8K +1,788 +0.8%
UR
483
USCA RIA
Texas
$10.2M +$892K +18,363 +9%
LIA
484
LS Investment Advisors
Michigan
$10.2M -$373K -7,680 -3%
BAPIM
485
British Airways Pensions Investment Management
United Kingdom
$10.2M -$670K -13,800 -6%
FMWA
486
Forvis Mazars Wealth Advisors
Missouri
$10.2M +$524K +10,794 +5%
AAM
487
Advisors Asset Management
Colorado
$10.2M +$1.68M +34,662 +20%
VWM
488
Venturi Wealth Management
Texas
$10.1M +$104K +2,151 +1%
Capstone Investment Advisors
489
Capstone Investment Advisors
New York
$10M +$9.35M +192,621 +1,173%
MCM
490
MAI Capital Management
Ohio
$9.95M +$2.34M +48,144 +30%
FT
491
Fiduciary Trust
Massachusetts
$9.93M -$310K -6,384 -3%
MCM
492
Monarch Capital Management
Indiana
$9.93M -$215K -4,419 -2%
FI
493
FormulaFolio Investments
Michigan
$9.87M +$2.04M +41,973 +26%
RP
494
Rowlandmiller & Partners
Georgia
$9.87M -$392K -8,076 -4%
KWMG
495
King Wealth Management Group
Florida
$9.84M +$694K +14,298 +8%
FF
496
FourThought Financial
Florida
$9.84M +$9.94M +204,693 New
Cerity Partners
497
Cerity Partners
New York
$9.76M +$278K +5,721 +3%
PCM
498
Penserra Capital Management
California
$9.64M +$3.89M +80,091 +66%
CWM
499
Calamos Wealth Management
Illinois
$9.57M +$254K +5,223 +3%
BHB
500
Bank Hapoalim BM
Israel
$9.55M +$219K +4,512 +2%

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.