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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
MSAM
976
Moloney Securities Asset Management
Missouri
$2.94M +$220K +4,527 +8%
AWA
977
ARS Wealth Advisors
Florida
$2.93M -$18.9K -390 -0.6%
FBP
978
Flippin Bruce & Porter
Virginia
$2.92M -$7.05M -145,278 -70%
SMC
979
Smith, Moore & Co
Missouri
$2.92M -$118K -2,436 -4%
SC
980
Savant Capital
Illinois
$2.91M +$53.3K +1,098 +2%
GEA
981
Glen Eagle Advisors
New Jersey
$2.91M -$46.2K -951 -2%
SBL
982
Sargent Bickham Lagudis
Colorado
$2.91M +$263K +5,418 +10%
HT
983
HAP Trading
New York
$2.9M +$2.93M +60,312 New
FGP
984
Foyston, Gordon, & Payne
Ontario, Canada
$2.88M
TA
985
Tiedemann Advisors
New York
$2.87M -$76.5K -1,575 -3%
LM
986
Lincluden Management
Ontario, Canada
$2.85M -$8.74K -180 -0.3%
MIC
987
Meridian Investment Counsel
California
$2.85M -$291K -6,000 -9%
VC
988
Veracity Capital
Georgia
$2.83M +$302K +6,222 +12%
IIC
989
Ironwood Investment Counsel
Arizona
$2.82M +$259K +5,334 +10%
HCM
990
Harvey Capital Management
Florida
$2.82M
CI
991
Conning Inc
Connecticut
$2.81M -$105K -2,160 -4%
HAI
992
Hennessy Advisors Inc
California
$2.81M -$117K -2,400 -4%
MCP
993
Mirador Capital Partners
California
$2.81M +$460K +9,471 +19%
HTC
994
Haverford Trust Company
Pennsylvania
$2.8M -$5.97K -123 -0.2%
DP
995
Dearborn Partners
Illinois
$2.79M -$61.9K -1,275 -2%
SAM
996
Summit Asset Management
Tennessee
$2.78M +$772K +15,900 +38%
UFF
997
USA Financial Formulas
Michigan
$2.78M +$2.81M +57,813 +214,122%
CTFG
998
Capstone Triton Financial Group
Oklahoma
$2.77M +$2.8M +57,636 New
KA
999
Kovack Advisors
Florida
$2.76M +$277K +5,703 +11%
AWM
1000
Apollon Wealth Management
South Carolina
$2.75M +$2.42M +49,869 +669%

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.