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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
SFO
1076
Stokes Family Office
Louisiana
$2.46M +$183K +3,771 +8%
SIM
1077
Sterling Investment Management
Arizona
$2.46M +$28.1K +579 +1%
PFGIA
1078
Patriot Financial Group Insurance Agency
Massachusetts
$2.46M +$370K +7,620 +18%
JFGIW
1079
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.45M +$17K +351 +0.7%
BO
1080
BRR OpCo
Ohio
$2.44M +$104K +2,148 +4%
HIA
1081
Harbor Investment Advisory
Maryland
$2.44M +$630K +12,963 +34%
EHWM
1082
Eads & Heald Wealth Management
Georgia
$2.44M +$1.31K +27 +0.1%
MIM
1083
Miller Investment Management
Pennsylvania
$2.43M +$105K +2,160 +4%
WWA
1084
WC Walker & Associates
California
$2.43M +$2.56M +52,695 New
MC
1085
Maverick Capital
Texas
$2.43M +$2.45M +50,487 New
PVWM
1086
Point View Wealth Management
New Jersey
$2.42M +$124K +2,559 +5%
LFA
1087
Lighthouse Financial Advisors
Maryland
$2.41M +$34.2K +705 +1%
BHBT
1088
Burke & Herbert Bank & Trust
Virginia
$2.4M -$111K -2,289 -4%
LNB
1089
Ledyard National Bank
$2.4M -$24K -495 -1%
CAAS
1090
Capital Asset Advisory Services
Michigan
$2.4M +$192K +3,957 +9%
JG
1091
Jefferies Group
New York
$2.38M +$1.46M +30,096 +154%
ACG
1092
Allen Capital Group
Nebraska
$2.38M +$9.47K +195 +0.4%
SWM
1093
SeaCrest Wealth Management
New York
$2.37M +$9.32K +192 +0.4%
SCCM
1094
Schafer Cullen Capital Management
New York
$2.37M -$27K -555 -1%
HBWM
1095
Hollow Brook Wealth Management
New York
$2.36M -$42K -864 -2%
BOS
1096
Bank of Stockton
California
$2.36M +$28.6K +588 +1%
TC
1097
Telemus Capital
Michigan
$2.35M -$1.17K -24 -0%
CW
1098
CreativeOne Wealth
Kansas
$2.34M +$2.07M +42,669 +702%
DPIM
1099
Duff & Phelps Investment Management
Illinois
$2.34M -$43.7K -900 -2%
HCM
1100
Hudson Capital Management
New Jersey
$2.33M -$308K -6,333 -12%

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.