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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
ARI
851
Applied Research Investments
Delaware
$3.73M +$3.77M +77,718 New
IC
852
Investment Counsel
Michigan
$3.73M -$25.5K -525 -0.7%
CCT
853
Chemung Canal Trust
New York
$3.73M -$366K -7,542 -9%
WIA
854
World Investment Advisors
California
$3.71M +$275K +5,670 +8%
RCM
855
Radnor Capital Management
Pennsylvania
$3.71M
BL
856
BFSG LLC
California
$3.69M +$98.3K +2,025 +3%
CIP
857
Convergence Investment Partners
Florida
$3.68M -$1.12M -23,031 -23%
MCM
858
Mitchell Capital Management
Kansas
$3.68M +$235K +4,836 +7%
WIM
859
Waverton Investment Management
United Kingdom
$3.67M +$35.8K +738 +1%
ATFA
860
All Terrain Financial Advisors
Minnesota
$3.67M +$673K +13,854 +22%
SC
861
Slow Capital
California
$3.65M -$37K -762 -1%
HW
862
Hedeker Wealth
Illinois
$3.64M +$186K +3,828 +5%
AIP
863
Ameritas Investment Partners
Nebraska
$3.64M -$263K -5,409 -7%
CBB
864
Citizens Business Bank
California
$3.63M -$62.9K -1,296 -2%
ACM
865
Alpha Capital Management
Texas
$3.63M +$22.1K +456 +0.6%
Capital Fund Management (CFM)
866
Capital Fund Management (CFM)
France
$3.62M +$3.66M +75,351 New
TYCC
867
Texas Yale Capital Corp
Florida
$3.62M +$83.5K +1,719 +2%
PJSIMP
868
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.61M +$85.5K +1,761 +2%
BA
869
Birinyi Associates
Connecticut
$3.61M -$36.4K -750 -1%
WSTAM
870
Wilbanks Smith & Thomas Asset Management
Virginia
$3.61M +$109K +2,250 +3%
WS
871
Wedbush Securities
California
$3.58M +$228K +4,701 +6%
CFGS
872
Concourse Financial Group Securities
Alabama
$3.58M +$393K +8,097 +12%
WCA
873
Westover Capital Advisors
Delaware
$3.58M -$13.8K -285 -0.4%
JAG
874
Journey Advisory Group
Kentucky
$3.56M +$3.6M +74,199 New
BFA
875
Brendel Financial Advisors
New Hampshire
$3.56M +$50.4K +1,038 +1%

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.