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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
NG
1101
Northstar Group
New York
$2.33M
HNW
1102
High Note Wealth
Minnesota
$2.32M +$2.35M +48,375 New
AC
1103
Athanor Capital
New York
$2.32M +$1.82M +37,479 +349%
NL
1104
NVWM LLC
Pennsylvania
$2.31M +$65.3K +1,344 +3%
NAM
1105
NTV Asset Management
West Virginia
$2.31M -$53.9K -1,110 -2%
KTM
1106
Keeler Thomas Management
Utah
$2.31M +$2.21M +45,576 New
DAM
1107
Deltec Asset Management
New York
$2.31M -$61.3K -1,263 -3%
AF
1108
Advisornet Financial
Minnesota
$2.29M -$199K -4,101 -8%
QI
1109
Qtron Investments
Massachusetts
$2.29M +$486K +9,999 +27%
JAM
1110
JCIC Asset Management
Ontario, Canada
$2.26M +$97.6K +2,010 +4%
WSC
1111
Wellington Shields & Co
New York
$2.26M +$510K +10,500 +29%
AIC
1112
Ameritas Investment Company
Nebraska
$2.25M +$657K +13,530 +41%
PFBT
1113
Parkside Financial Bank & Trust
Missouri
$2.25M +$171K +3,519 +8%
FAIM
1114
Financial Advocates Investment Management
Washington
$2.24M +$887K +18,273 +65%
SWA
1115
Stratos Wealth Advisors
Ohio
$2.22M +$732K +15,078 +48%
PNC
1116
Park National Corp
Ohio
$2.22M +$67.3K +1,386 +3%
SXL
1117
Summit X LLC
Missouri
$2.21M -$921K -18,960 -29%
BW
1118
Bison Wealth
Georgia
$2.21M +$68.2K +1,404 +3%
LCP
1119
Legacy Capital Partners
Wisconsin
$2.21M +$199K +4,089 +10%
IGGA
1120
Iron Gate Global Advisors
Utah
$2.2M -$74.7K -1,539 -3%
KCPG
1121
Kavar Capital Partners Group
Kansas
$2.19M +$244K +5,025 +12%
SG
1122
StoneX Group
New York
$2.19M +$184K +3,789 +9%
BCM
1123
Barometer Capital Management
Ontario, Canada
$2.19M -$4.79M -98,700 -68%
SWM
1124
Sculati Wealth Management
Michigan
$2.19M +$26.8K +552 +1%
SC
1125
Sepio Capital
Utah
$2.19M +$89.3K +1,839 +4%

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.