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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
PWAP
751
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.69M -$651K -13,401 -12%
WFG
752
Wills Financial Group
Virginia
$4.68M +$3.37M +69,297 +246%
GIA
753
GHP Investment Advisors
Colorado
$4.68M +$117K +2,418 +3%
WDA
754
Wendell David Associates
New Hampshire
$4.68M +$46.8K +963 +1%
QP
755
Quilter Plc
United Kingdom
$4.67M +$110K +2,274 +2%
CWM
756
Cornerstone Wealth Management
Missouri
$4.67M +$400K +8,241 +9%
CCM
757
Coldstream Capital Management
Washington
$4.67M +$456K +9,396 +11%
MIG
758
McGuire Investment Group
Rhode Island
$4.66M +$38.9K +801 +0.8%
RGI
759
River Global Investors
United Kingdom
$4.64M -$526K -10,824 -10%
BFG
760
Berger Financial Group
Minnesota
$4.64M +$4.69M +96,477 New
AMI
761
Amica Mutual Insurance
Rhode Island
$4.63M -$1.33M -27,423 -22%
TLP
762
Trinity Legacy Partners
Texas
$4.6M -$381K -7,845 -8%
AF
763
Arrow Financial
New York
$4.6M +$15.6K +321 +0.3%
BA
764
Baugh & Associates
Georgia
$4.59M -$65.6K -1,350 -1%
AC
765
Annandale Capital
Texas
$4.58M +$4.63M +95,403 New
PAS
766
Park Avenue Securities
New York
$4.58M +$292K +6,015 +7%
FB
767
Fulton Bank
Pennsylvania
$4.56M +$177K +3,648 +4%
SCA
768
Stokes Capital Advisors
South Carolina
$4.55M +$6.85K +141 +0.1%
OCM
769
One Capital Management
California
$4.53M +$196K +4,041 +4%
VWA
770
V Wealth Advisors
Kansas
$4.51M +$1.2M +24,693 +36%
RAM
771
Riggs Asset Management
Pennsylvania
$4.5M +$2.14M +43,965 +89%
SAM
772
Silvercrest Asset Management
New York
$4.49M +$565K +11,643 +14%
DCP
773
Distillate Capital Partners
Illinois
$4.48M +$4.53M +93,249 New
WAS
774
Wesleyan Assurance Society
United Kingdom
$4.47M
MBTD
775
Mechanics Bank - Trust Department
California
$4.46M +$67.2K +1,383 +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.