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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
IFG
826
Independent Financial Group
California
$3.9M +$1.21M +24,894 +44%
APSI
827
Asset Planning Services Inc
Louisiana
$3.9M +$83.8K +1,725 +2%
VFA
828
Valeo Financial Advisors
Indiana
$3.88M -$277K -5,697 -7%
SCP
829
Silverleafe Capital Partners
Tennessee
$3.88M -$47.1K -969 -1%
AAM
830
AR Asset Management
California
$3.86M
IC
831
Inscription Capital
Texas
$3.85M -$9.18K -189 -0.2%
PFPT
832
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.85M +$187K +3,843 +5%
JWCA
833
J.W. Cole Advisors
Florida
$3.83M -$2.5M -51,552 -39%
QIM
834
Quest Investment Management
Oregon
$3.83M
SIM
835
Stratos Investment Management
Ohio
$3.83M +$258K +5,304 +7%
SAM
836
Sompo Asset Management
Japan
$3.83M +$1.05M +21,720 +38%
BOH
837
Bank of Hawaii
Hawaii
$3.82M -$186K -3,825 -5%
MYLI
838
Meiji Yasuda Life Insurance
Japan
$3.82M -$851K -17,526 -18%
MAFM
839
Mid Atlantic Financial Management
Pennsylvania
$3.81M +$582K +11,985 +18%
CIA
840
Capital Investment Advisors
Georgia
$3.81M +$59.6K +1,227 +2%
AIM
841
Acropolis Investment Management
Missouri
$3.81M +$1.75K +36 +0%
JHCP
842
Jackson Hole Capital Partners
Oklahoma
$3.8M +$1.88M +38,751 +96%
HIP
843
Harrell Investment Partners
Texas
$3.8M +$139K +2,859 +4%
CAI
844
Capital Advisors Inc
Oklahoma
$3.78M -$169K -3,486 -4%
NB
845
NBT Bank
New York
$3.75M -$8.45K -174 -0.2%
SAM
846
Strategy Asset Managers
California
$3.75M -$297K -6,120 -7%
SLI
847
Sumitomo Life Insurance
Japan
$3.75M -$277K -5,712 -7%
CAL
848
Capital Analysts LLC
Pennsylvania
$3.74M -$142K -2,922 -4%
JFL
849
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.74M -$61.9K -1,275 -2%
KWM
850
Kingsview Wealth Management
Oregon
$3.74M -$10.3K -213 -0.3%

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.