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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
CT
651
Caldwell Trust
Florida
$6.05M +$7.58K +156 +0.1%
PWW
652
Pettyjohn Wood & White
Virginia
$6.04M +$99.1K +2,040 +2%
RBA
653
Richard Bernstein Advisors
New York
$6.03M
MIAN
654
Mariner Independent Advisor Network
Kansas
$6.03M +$815K +16,776 +15%
LSA
655
L & S Advisors
California
$6.02M -$2.29M -47,184 -27%
CTA
656
Carillon Tower Advisers
Florida
$5.98M -$233K -4,800 -4%
SAM
657
Synergy Asset Management
Washington
$5.96M +$6.03M +124,122 New
OMC
658
Overbrook Management Corp
New York
$5.95M +$5.7M +117,363 +1,803%
HC
659
HNP Capital
New York
$5.95M +$72.8K +1,500 +1%
VRM
660
Vectors Research Management
New York
$5.95M +$75.3K +1,551 +1%
H
661
Hexavest
Quebec, Canada
$5.95M +$3.05M +62,733 +103%
OGC
662
Oak Grove Capital
New Hampshire
$5.94M +$1.42M +29,175 +31%
GAM
663
Griffin Asset Management
New York
$5.92M +$13.1K +270 +0.2%
WCM
664
Wedge Capital Management
North Carolina
$5.89M +$128K +2,631 +2%
LNWWM
665
Laird Norton Wetherby Wealth Management
California
$5.84M +$667K +13,728 +13%
First Manhattan
666
First Manhattan
New York
$5.82M -$109K -2,235 -2%
CK
667
Cohen Klingenstein
New York
$5.81M
CIA
668
Covington Investment Advisors
Pennsylvania
$5.81M +$37.1K +765 +0.6%
HC
669
Hendley & Co
Ohio
$5.79M +$148K +3,045 +3%
WC
670
Woodstock Corp
Massachusetts
$5.79M +$432K +8,895 +8%
GG
671
Gofen & Glossberg
Illinois
$5.78M +$418K +8,613 +8%
AM
672
Atwater Malick
Pennsylvania
$5.78M +$82.3K +1,695 +1%
NSEDCP
673
NJ State Employees Deferred Compensation Plan
New Jersey
$5.77M
NM
674
NWI Management
New York
$5.77M
GIM
675
Goelzer Investment Management
Indiana
$5.76M -$807K -16,623 -12%

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.