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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
MWM
901
Meridian Wealth Management
Kentucky
$3.38M +$1.31M +26,883 +62%
ADL
902
Asset Dedication LLC
California
$3.38M +$325K +6,690 +11%
MJB
903
Mark J. Bradley
$3.37M +$3.4M +70,038 New
HCA
904
Horan Capital Advisors
Ohio
$3.36M +$103K +2,124 +3%
RMC
905
Resources Management Corp
Connecticut
$3.36M +$24.8K +510 +0.7%
CDH
906
Charles D. Hyman
$3.34M +$120K +2,481 +4%
TF
907
TRH Financial
Iowa
$3.34M +$333K +6,855 +11%
KIG
908
Kessler Investment Group
Indiana
$3.34M -$25.6K -528 -0.8%
PCIA
909
Prime Capital Investment Advisors
Kansas
$3.34M -$2.42M -49,857 -36%
AssetMark Inc
910
AssetMark Inc
California
$3.32M +$92.8K +1,911 +3%
JSL
911
JT Stratford LLC
Georgia
$3.32M +$117K +2,406 +4%
SWA
912
SFMG Wealth Advisors
Texas
$3.31M +$915K +18,840 +38%
BCFS
913
Butensky & Cohen Financial Security
Florida
$3.31M -$42.8K -882 -1%
TGAM
914
TBH Global Asset Management
Tennessee
$3.31M -$191K -3,939 -5%
IA
915
IFP Advisors
Florida
$3.3M -$8.45K -174 -0.3%
Tudor Investment Corp
916
Tudor Investment Corp
Connecticut
$3.29M -$3.66M -75,306 -52%
EAM
917
Exane Asset Management
France
$3.29M -$643K -13,242 -16%
NAM
918
NorthCoast Asset Management
Connecticut
$3.28M -$735K -15,144 -18%
AMCA
919
Arthur M. Cohen & Associates
Illinois
$3.28M +$117K +2,403 +4%
IFAM
920
Institutional & Family Asset Management
Colorado
$3.27M -$160K -3,291 -5%
NIC
921
Northwest Investment Counselors
Oregon
$3.27M +$4.08K +84 +0.1%
Fuller & Thaler Asset Management
922
Fuller & Thaler Asset Management
California
$3.27M +$5.97K +123 +0.2%
NAM
923
North American Management
Massachusetts
$3.26M
OSNBOA
924
Old Second National Bank of Aurora
Illinois
$3.26M -$32.3K -666 -1%
SLWA
925
San Luis Wealth Advisors
California
$3.26M +$3.3M +67,857 New

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.