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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
RG
876
Rikoon Group
New Mexico
$3.55M
PAMG
877
Patton Albertson Miller Group
Tennessee
$3.55M -$9.76K -201 -0.3%
BFC
878
Blue Fin Capital
Rhode Island
$3.54M +$389K +8,001 +12%
BNP Paribas Asset Management
879
BNP Paribas Asset Management
France
$3.54M -$616K -12,693 -15%
CFSG
880
Community Financial Services Group
Vermont
$3.52M -$138K -2,835 -4%
HCM
881
Hutner Capital Management
Vermont
$3.5M -$5.68K -117 -0.2%
RWM
882
RBA Wealth Management
California
$3.5M +$19.1K +393 +0.5%
TNB
883
TCF National Bank
South Dakota
$3.5M +$275K +5,664 +8%
PHS
884
Pekin Hardy Strauss
Illinois
$3.49M +$159K +3,273 +5%
CNBTD
885
Citizens National Bank Trust Department
Mississippi
$3.48M
SFG
886
SevenBridge Financial Group
Pennsylvania
$3.47M +$5.1K +105 +0.1%
HW
887
Hancock Whitney
Mississippi
$3.47M -$132K -2,721 -4%
RMAM
888
Raab & Moskowitz Asset Management
New Jersey
$3.46M +$83.5K +1,719 +2%
ST
889
Somerset Trust
Pennsylvania
$3.46M -$38K -783 -1%
CCT
890
Capital City Trust
Florida
$3.45M -$73.9K -1,521 -2%
WANY
891
Wealthspire Advisors (New York)
New York
$3.45M +$1.97M +40,533 +130%
DS
892
DRW Securities
Illinois
$3.43M +$3.46M +71,337 New
PA
893
Parallel Advisors
California
$3.43M +$310K +6,390 +10%
AFM
894
Andesa Financial Management
Pennsylvania
$3.42M -$3.44M -70,851 -50%
AIM
895
Aspen Investment Management
Michigan
$3.42M +$18.8K +387 +0.5%
ANTB
896
AMG National Trust Bank
Colorado
$3.41M -$248K -5,115 -7%
IWM
897
IHT Wealth Management
Illinois
$3.41M +$139K +2,871 +4%
IAIM
898
International Assets Investment Management
Florida
$3.41M +$1.93M +39,666 +127%
RIA
899
Regal Investment Advisors
Michigan
$3.4M +$3.44M +70,860 New
HC
900
Hourglass Capital
Texas
$3.38M -$13.1K -270 -0.4%

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.