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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
PAM
926
Palisade Asset Management
Minnesota
$3.26M +$59.9K +1,233 +2%
F
927
F3Logic
Minnesota
$3.25M -$322K -6,633 -9%
GVAG
928
Great Valley Advisor Group
Delaware
$3.25M +$25.1K +516 +0.8%
UCMOK
929
United Capital Management of KS
Kansas
$3.23M +$92.4K +1,902 +3%
MSRPS
930
Maryland State Retirement & Pension System
Maryland
$3.23M +$3.29M +67,788 New
MA
931
Mutual Advisors
Nebraska
$3.22M -$200K -4,125 -6%
TNB
932
Thomasville National Bank
Georgia
$3.22M +$38.9K +801 +1%
CCP
933
Corient Capital Partners
California
$3.22M +$136K +2,799 +4%
MJRIC
934
Mogy Joel R Investment Counsel
California
$3.22M
Wealth Enhancement Advisory Services
935
Wealth Enhancement Advisory Services
Minnesota
$3.21M -$654K -13,458 -17%
KCM
936
Karp Capital Management
California
$3.21M +$459K +9,444 +16%
EWA
937
EP Wealth Advisors
California
$3.21M +$61.8K +1,272 +2%
BP
938
Ballentine Partners
Massachusetts
$3.2M -$346K -7,125 -10%
SC
939
Samlyn Capital
New York
$3.19M -$2.41M -49,635 -43%
LHC
940
Little House Capital
Massachusetts
$3.19M -$342K -7,038 -10%
SCM
941
Shelton Capital Management
Colorado
$3.17M -$604K -12,447 -16%
PCM
942
Parsons Capital Management
Rhode Island
$3.17M -$79.7K -1,641 -2%
CA
943
Clearstead Advisors
Ohio
$3.17M +$57.3K +1,179 +2%
RF
944
Robbins Farley
New Hampshire
$3.17M +$3.2M +65,910 New
APP
945
Avantax Planning Partners
Iowa
$3.15M -$222K -4,581 -7%
FMTCOCP
946
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.15M -$13.4K -276 -0.4%
FCH
947
Freestone Capital Holdings
Washington
$3.13M -$63.4K -1,305 -2%
BFA
948
Benedict Financial Advisors
Georgia
$3.12M -$22.3K -459 -0.7%
BWM
949
BerganKDV Wealth Management
Minnesota
$3.11M -$226K -4,650 -7%
Koshinski Asset Management
950
Koshinski Asset Management
Illinois
$3.1M +$177K +3,642 +6%

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.