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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
SB
801
Strategic Blueprint
Georgia
$4.17M +$1.57M +32,331 +59%
SCM
802
Schnieders Capital Management
California
$4.17M +$54.6K +1,125 +1%
EOJOAM
803
E. Ohman J:or Asset Management
Sweden
$4.17M -$321K -6,600 -7%
HVIA
804
Hudson Valley Investment Advisors
New York
$4.11M +$104K +2,145 +3%
KHLMTHM
805
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.11M +$4.15M +85,521 New
SAM
806
SignalPoint Asset Management
Missouri
$4.08M -$45.9K -945 -1%
RFM
807
Royal Fund Management
Florida
$4.07M -$28.3K -582 -0.7%
E
808
Ergoteles
New York
$4.05M -$13M -267,381 -76%
SIAG
809
Signet Investment Advisory Group
Rhode Island
$4.05M +$4.09M +84,216 New
GI
810
Glovista Investments
New Jersey
$4.04M +$968K +19,926 +31%
DIS
811
Diversified Investment Strategies
Louisiana
$4.04M -$18.2K -375 -0.5%
EF
812
Exeter Financial
Arizona
$4.04M +$28.8K +594 +0.7%
MHS
813
M Holdings Securities
Oregon
$4.03M +$56.2K +1,158 +1%
GI
814
GAMCO Investors
Connecticut
$4.02M +$1.29M +26,490 +46%
ECM
815
Everence Capital Management
Indiana
$4.02M -$1.39M -28,620 -25%
PTC
816
Private Trust Company
Ohio
$4.02M +$541K +11,133 +15%
RMSCM
817
R.M. Sincerbeaux Capital Management
New York
$3.99M
SMG
818
Spectrum Management Group
Indiana
$3.99M +$102K +2,103 +3%
HCM
819
Hall Capital Management
Rhode Island
$3.98M +$25.1K +516 +0.6%
CCM
820
CAAS Capital Management
New York
$3.97M +$4.02M +82,713 New
CA
821
Continuum Advisory
Idaho
$3.97M +$2.08M +42,912 +108%
WCM
822
Windward Capital Management
California
$3.95M -$5.1K -105 -0.1%
BPA
823
Beacon Pointe Advisors
California
$3.94M +$872K +17,949 +28%
CAM
824
Claret Asset Management
Quebec, Canada
$3.92M -$498K -10,257 -11%
FMB
825
Field & Main Bank
Kentucky
$3.92M -$119K -2,445 -3%

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.