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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
ETI
951
Enterprise Trust & Investment
California
$3.1M -$43.7K -900 -1%
FLI
952
Family Legacy Inc
South Carolina
$3.08M +$13.4K +276 +0.4%
WPW
953
Waldron Private Wealth
Pennsylvania
$3.08M -$22.4K -462 -0.7%
PCP
954
Proficio Capital Partners
Massachusetts
$3.08M +$37.7K +777 +1%
SVWAG
955
Sound View Wealth Advisors Group
Georgia
$3.07M +$178K +3,666 +6%
FCBT
956
First Citizens Bank & Trust
North Carolina
$3.06M -$603K -12,411 -16%
GI
957
Gavea Investimentos
Brazil
$3.06M +$3.09M +63,726 New
WIC
958
Woodmont Investment Counsel
Tennessee
$3.06M -$14.6K -300 -0.5%
TFS
959
Thoroughbred Financial Services
Tennessee
$3.04M +$665K +13,692 +28%
ECG
960
Edge Capital Group
Georgia
$3.03M +$2.29M +47,112 +295%
MCM
961
Matarin Capital Management
New York
$3.02M -$1.37M -28,302 -31%
BO
962
Bank OZK
Arkansas
$3.02M +$198K +4,086 +7%
FDS
963
Freedom Day Solutions
Texas
$3M -$181K -3,735 -6%
TW
964
Transform Wealth
Colorado
$3M -$3.32M -68,307 -52%
NC
965
NovaPoint Capital
Georgia
$2.99M +$668K +13,755 +28%
BCM
966
Bayesian Capital Management
New York
$2.98M +$424K +8,721 +16%
SAMC
967
Spectrum Asset Management (California)
California
$2.98M +$1.46M +30,150 +95%
RPC
968
Rossmore Private Capital
Connecticut
$2.97M +$25.3K +522 +0.9%
SAI
969
Systematic Alpha Investments
New Jersey
$2.97M +$3M +61,800 New
CG
970
CFO4Life Group
Texas
$2.96M -$25.2K -519 -0.8%
VVP
971
Venture Visionary Partners
Ohio
$2.96M +$1.95M +40,137 +188%
M1FG
972
Mach-1 Financial Group
Arkansas
$2.95M +$2.98M +61,449 New
HSA
973
HBK Sorce Advisory
Pennsylvania
$2.95M -$30.3K -624 -1%
TVWM
974
Tower View Wealth Management
Wisconsin
$2.95M +$102K +2,091 +4%
SFA
975
Stewardship Financial Advisors
Georgia
$2.94M +$97.9K +2,016 +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.