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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
AFA
1126
Abacus FCF Advisors
Florida
$2.19M -$208K -4,275 -9%
TMAM
1127
Tokio Marine Asset Management
Japan
$2.18M +$54.6K +1,125 +3%
PWA
1128
Providence Wealth Advisors
Illinois
$2.18M -$31.2K -642 -1%
DWA
1129
Douglass Winthrop Advisors
New York
$2.18M -$17K -351 -0.8%
TI
1130
Tidal Investments
Wisconsin
$2.18M +$355K +7,314 +19%
CG
1131
Colony Group
Massachusetts
$2.18M +$149K +3,078 +7%
RHDIC
1132
R.H. Dinel Investment Counsel
California
$2.17M
WAAG
1133
Wealth Alliance Advisory Group
Kansas
$2.16M +$15.2K +312 +0.7%
ABP
1134
Arthur B. Page
$2.16M +$319K +6,561 +17%
VF
1135
Vest Financial
Virginia
$2.16M +$2.19M +45,009 New
KFBMI
1136
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.16M
PCC
1137
Park Circle Company
Maryland
$2.16M
HIM
1138
HawsGoodwin Investment Management
Tennessee
$2.16M +$115K +2,367 +6%
RWA
1139
Ropes Wealth Advisors
Massachusetts
$2.16M -$56.7K -1,167 -3%
SIAP
1140
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.15M -$18.2K -375 -0.8%
GW
1141
GW & Wade
Massachusetts
$2.15M +$504K +10,377 +30%
Credit Agricole
1142
Credit Agricole
France
$2.15M -$2.17M -44,697 -50%
IWC
1143
Integrated Wealth Concepts
Massachusetts
$2.15M +$275K +5,673 +15%
CFA
1144
Carroll Financial Associates
North Carolina
$2.15M -$35.8K -738 -2%
SP
1145
Successful Portfolios
Florida
$2.13M +$9.18K +189 +0.4%
TTWM
1146
TCV Trust & Wealth Management
Virginia
$2.13M +$43.1K +888 +2%
LBD
1147
Landsberg Bennett & Dubbaneh
Florida
$2.12M +$61.3K +1,263 +3%
SA
1148
SRN Advisors
Pennsylvania
$2.12M +$2.14M +44,088 New
MC
1149
MRJ Capital
New York
$2.1M
HH
1150
Hilltop Holdings
Texas
$2.1M +$277K +5,712 +15%

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.