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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
PP
726
Patten & Patten
Tennessee
$5.1M +$53.3K +1,098 +1%
AI
727
Atom Investors
Texas
$5.09M -$22.7M -467,427 -82%
CI
728
CX Institutional
Indiana
$5.09M -$540K -11,118 -9%
DT
729
Diversified Trust
Tennessee
$5.08M -$146K -3,000 -3%
IAS
730
Investment Advisory Services
Texas
$5.06M +$728 +15 +0%
GIM
731
Grassi Investment Management
California
$5.06M +$739K +15,225 +17%
BIMC
732
Benson Investment Management Company
Virginia
$5.06M -$10.2K -210 -0.2%
SW
733
SlateStone Wealth
Florida
$5.02M +$102K +2,100 +2%
SFI
734
Siemens Fonds Invest
Germany
$5.01M +$5.07M +104,307 New
SSG
735
Summit Securities Group
New York
$5M +$4.22M +87,000 +509%
AC
736
Allstate Corporation
Illinois
$4.98M -$244K -5,034 -5%
BSW
737
Buckingham Strategic Wealth
Missouri
$4.95M +$204K +4,194 +4%
OBGC
738
O'Brien Greene & Co
Pennsylvania
$4.94M +$203K +4,179 +4%
GT
739
Greenleaf Trust
Michigan
$4.94M +$390K +8,025 +8%
BMSSC
740
B. Metzler seel. Sohn & Co
Germany
$4.89M +$4.92M +101,346 New
HCM
741
Horrell Capital Management
Arkansas
$4.88M +$17K +351 +0.3%
FM
742
Family Management
New York
$4.87M +$325K +6,684 +7%
LNC
743
Lincoln National Corp
Pennsylvania
$4.83M +$857K +17,646 +21%
ECM
744
Estabrook Capital Management
New York
$4.83M -$93.4K -1,923 -2%
PAI
745
Pittenger & Anderson Inc
Nebraska
$4.8M +$153K +3,141 +3%
CRB
746
Chad R. Baker
$4.76M
PC
747
Pecaut & Co
Iowa
$4.74M +$21.1K +435 +0.4%
CCM
748
Chickasaw Capital Management
Tennessee
$4.72M -$123K -2,535 -3%
PC
749
Permanens Capital
New York
$4.71M +$4.41M +90,732 +1,261%
HB
750
Homrich & Berg
Georgia
$4.7M +$627K +12,903 +15%

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.