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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
TWM
601
TLW Wealth Management
Florida
$6.93M +$61.8K +1,272 +0.9%
BOTW
602
Bank of the West
California
$6.92M +$791K +16,284 +13%
BRWA
603
B. Riley Wealth Advisors
Florida
$6.92M -$448K -9,228 -6%
CWG
604
Cornerstone Wealth Group
North Carolina
$6.92M -$176K -3,621 -2%
BOC
605
Barbara Oil Co
Illinois
$6.92M
HL
606
HeadInvest LLC
Maine
$6.88M +$319K +6,567 +5%
CAM
607
Carret Asset Management
New York
$6.86M -$36.4K -750 -0.5%
GL
608
Graypoint LLC
New York
$6.84M -$585K -12,042 -8%
MPM
609
Meritage Portfolio Management
Kansas
$6.83M +$304K +6,267 +5%
OAM
610
Optimal Asset Management
California
$6.83M -$6.9M -142,164 -50%
SS
611
Simplicity Solutions
Minnesota
$6.82M -$553K -11,394 -7%
GWM
612
Geneos Wealth Management
Colorado
$6.82M +$2.26M +46,485 +33%
ABC
613
Associated Banc-Corp
Wisconsin
$6.75M +$102K +2,103 +2%
PTC
614
Petrus Trust Company
Texas
$6.7M -$829K -17,064 -11%
MSWM
615
Mader & Shannon Wealth Management
Missouri
$6.7M +$322K +6,636 +5%
OPPTF
616
OPSEU Pension Plan Trust Fund
Ontario, Canada
$6.68M -$2.18M -44,934 -25%
NEAM
617
New England Asset Management
Connecticut
$6.67M +$32.8K +675 +0.5%
EIM
618
Essex Investment Management
Massachusetts
$6.67M +$4.44M +91,359 +193%
BRM
619
Boston Research & Management
Massachusetts
$6.66M -$35K -720 -0.5%
CCM
620
Covington Capital Management
California
$6.65M -$16.9K -348 -0.3%
LS
621
Livforsakringsbolaget Skandia
Sweden
$6.65M -$350K -7,200 -5%
FPFS
622
First Personal Financial Services
North Carolina
$6.65M -$3.64K -75 -0.1%
CCMINC
623
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.61M +$56.5K +1,164 +0.9%
SWP
624
Stratos Wealth Partners
Ohio
$6.58M -$73.3K -1,509 -1%
SWM
625
SVA Wealth Management
Wisconsin
$6.57M -$244K -5,025 -4%

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.