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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
BWA
1026
BDO Wealth Advisors
Florida
$2.65M +$32.3K +666 +1%
DAS
1027
Dynamic Advisor Solutions
Arizona
$2.65M +$363K +7,476 +16%
WG
1028
Winton Group
United Kingdom
$2.64M -$6.08M -125,259 -69%
DSC
1029
Duncker Streett & Co
Missouri
$2.64M -$56.7K -1,167 -2%
AIA
1030
AIMZ Investment Advisors
California
$2.64M +$29.1K +600 +1%
DFA
1031
Delta Financial Advisors
Louisiana
$2.63M +$16K +330 +0.6%
HBCM
1032
Heron Bay Capital Management
Michigan
$2.63M +$2.66M +54,738 New
KLCM
1033
KG&L Capital Management
Louisiana
$2.63M +$535K +11,010 +25%
HTHT
1034
Hemenway Trust Hemenway Trust
New Hampshire
$2.62M +$264K +5,436 +11%
RCAG
1035
Rehmann Capital Advisory Group
Michigan
$2.61M +$27.2K +561 +1%
RP
1036
Riverbridge Partners
Minnesota
$2.61M -$196K -4,029 -7%
IA
1037
IFG Advisory
Georgia
$2.61M -$490K -10,095 -16%
MIC
1038
Means Investment Company
Maine
$2.61M +$100K +2,061 +4%
GRP
1039
Global Retirement Partners
California
$2.61M +$482K +9,927 +22%
NFG
1040
Next Financial Group
Texas
$2.59M +$251K +5,175 +11%
GP
1041
Girard Partners
Pennsylvania
$2.59M -$205K -4,218 -7%
MCM
1042
Monument Capital Management
Virginia
$2.59M +$31.5K +648 +1%
PFT
1043
Providence First Trust
Arizona
$2.58M +$1.54M +31,749 +144%
SLG
1044
Stanley-Laman Group
Pennsylvania
$2.58M -$148K -3,045 -5%
LS
1045
Leelyn Smith
Illinois
$2.58M +$45.9K +945 +2%
TC
1046
TownSquare Capital
Utah
$2.58M +$440K +9,063 +20%
LTI
1047
Laffer Tengler Investments
Tennessee
$2.57M +$208K +4,284 +9%
ET
1048
Equitable Trust
Tennessee
$2.57M +$106K +2,184 +4%
OF
1049
Outfitter Financial
Maine
$2.57M +$2.6M +53,460 New
YIA
1050
YHB Investment Advisors
Connecticut
$2.57M +$26.8K +552 +1%

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.