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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
GJIC
776
Gamble Jones Investment Counsel
California
$4.45M -$229K -4,719 -5%
LA
777
LVW Advisors
New York
$4.44M -$401K -8,259 -8%
RIM
778
Reliant Investment Management
Tennessee
$4.4M +$219K +4,500 +5%
XI
779
XXEC Inc
Oklahoma
$4.39M -$2.31M -47,610 -34%
SFG
780
SageGuard Financial Group
Tennessee
$4.39M +$4.44M +91,440 New
BB
781
Busey Bank
Illinois
$4.38M -$356K -7,335 -7%
LWCFA
782
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.38M +$96.9K +1,995 +2%
OIA
783
OneDigital Investment Advisors
Kansas
$4.37M +$62.5K +1,287 +1%
NIA
784
Northstar Investment Advisors
Colorado
$4.34M -$36.4K -750 -0.8%
AF
785
Ally Financial
Michigan
$4.33M
AC
786
Alexandria Capital
Virginia
$4.31M
HPIA
787
Hamilton Point Investment Advisors
North Carolina
$4.29M -$40.6K -837 -0.9%
MCM
788
Murphy Capital Management
New Jersey
$4.29M -$63.4K -1,305 -1%
WKWM
789
Walter & Keenan Wealth Management
Indiana
$4.26M +$15.3K +315 +0.4%
ST
790
Spinnaker Trust
Maine
$4.26M -$2.62K -54 -0.1%
FBC
791
Fairfield, Bush & Co
Connecticut
$4.24M -$76.9K -1,584 -2%
ECML
792
Eagle Capital Management (Louisiana)
Louisiana
$4.24M +$82.3K +1,695 +2%
HCM
793
Huber Capital Management
California
$4.22M +$80.9K +1,665 +2%
VPIM
794
Vanguard Personalized Indexing Management
California
$4.21M +$207K +4,260 +5%
VFA
795
Voya Financial Advisors
Connecticut
$4.21M +$1.48M +30,450 +53%
BB
796
Berkshire Bank
Massachusetts
$4.19M +$80K +1,647 +2%
AIC
797
Argus Investors Counsel
New York
$4.19M -$921K -18,975 -18%
FA
798
Financial Advantage
Maryland
$4.18M -$272K -5,604 -6%
PT
799
Plimoth Trust
Massachusetts
$4.18M +$51K +1,050 +1%
FWM
800
Frontier Wealth Management
Missouri
$4.17M +$485K +9,990 +13%

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.