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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
FCMT
576
Founders Capital Management (Texas)
Texas
$7.4M +$8.4M +172,959 New
KWILP
577
Kiwi Wealth Investments Limited Partnership
New Zealand
$7.4M -$4.04M -83,100 -35%
CG
578
Cutler Group
California
$7.39M +$7.43M +152,955 +16,995%
GF
579
Gabelli Funds
New York
$7.35M
CAM
580
Cresset Asset Management
Illinois
$7.32M +$650K +13,392 +10%
BGIM
581
Brandywine Global Investment Management
Pennsylvania
$7.32M +$395K +8,124 +6%
GGS
582
Galvin Gaustad & Stein
Arizona
$7.3M +$7.38M +151,890 New
SCA
583
Stonebridge Capital Advisors
Minnesota
$7.28M +$28.1K +579 +0.4%
CC
584
Constitution Capital
Connecticut
$7.26M +$7.34M +151,104 New
MIM
585
Marco Investment Management
Georgia
$7.25M -$321K -6,600 -4%
TC
586
TwinBeech Capital
New York
$7.25M +$2.74M +56,409 +60%
LG
587
Leuthold Group
Minnesota
$7.22M -$310K -6,375 -4%
SAMH
588
Shanda Asset Management Holdings
British Virgin Islands
$7.21M -$10.6M -219,000 -59%
CIC
589
Crawford Investment Counsel
Georgia
$7.14M +$438K +9,021 +6%
HFS
590
Hantz Financial Services
Michigan
$7.11M -$1.01M -20,835 -12%
AAA
591
Adams Asset Advisors
Texas
$7.09M -$230K -4,737 -3%
VIA
592
Vident Investment Advisory
Georgia
$7.09M +$572K +11,778 +9%
DAC
593
Dividend Assets Capital
South Carolina
$7.07M -$407K -8,373 -5%
CC
594
Cipher Capital
New York
$7.05M -$3.32M -68,346 -32%
PHK
595
Point72 Hong Kong
Hong Kong
$7.03M -$4.87M -100,332 -41%
SAM
596
Shikiar Asset Management
New York
$7.02M +$3.75M +77,154 +112%
CI
597
Cigna Investments
Connecticut
$7.01M +$455K +9,363 +7%
HT
598
Heritage Trust
Oklahoma
$6.99M +$130K +2,685 +2%
SCA
599
Spearhead Capital Advisors
Florida
$6.98M +$524K +10,794 +8%
HWM
600
Holloway Wealth Management
Florida
$6.97M

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.