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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
PHIMC
1151
Private Harbour Investment Management & Counsel
Ohio
$2.1M
CCG
1152
Ceeto Capital Group
Florida
$2.1M +$43.7K +900 +2%
Verition Fund Management
1153
Verition Fund Management
Connecticut
$2.09M -$2.64M -54,348 -56%
S
1154
SimplyRich
California
$2.09M
NERM
1155
New England Research & Management
Illinois
$2.09M +$393K +8,100 +23%
CG
1156
Caprock Group
Idaho
$2.09M -$135K -2,784 -6%
PRS
1157
Pinkerton Retirement Specialists
Idaho
$2.09M -$116K -2,391 -5%
CPC
1158
Congress Park Capital
New York
$2.08M +$35.7K +735 +2%
WCM
1159
Windsor Capital Management
Arizona
$2.08M -$3.35K -69 -0.2%
AP
1160
Appleton Partners
Massachusetts
$2.08M +$1.1M +22,662 +110%
GCM
1161
Gladius Capital Management
Illinois
$2.08M +$1.75M +36,063 +507%
ACM
1162
Allred Capital Management
Texas
$2.07M +$21.9K +450 +1%
PMG
1163
ProVise Management Group
Florida
$2.07M +$27.2K +561 +1%
KWM
1164
Keebeck Wealth Management
Illinois
$2.07M +$134K +2,760 +7%
CGL
1165
Clarius Group LLC
Washington
$2.07M +$198K +4,068 +10%
BSB
1166
Bangor Savings Bank
Maine
$2.06M +$63.2K +1,302 +3%
EF
1167
Empirical Finance
Pennsylvania
$2.06M +$357K +7,347 +21%
SNBOSD
1168
Security National Bank of So Dak
Iowa
$2.06M -$8.01K -165 -0.4%
HCM
1169
Hengehold Capital Management
Ohio
$2.06M -$5.97K -123 -0.3%
MBT
1170
Montecito Bank & Trust
California
$2.06M +$24.5K +504 +1%
NSIM
1171
North Star Investment Management
Illinois
$2.06M +$35K +720 +2%
AC
1172
Abbrea Capital
California
$2.05M +$152K +3,135 +8%
SOAMC
1173
Spirit of America Management Corp
New York
$2.05M -$306K -6,300 -13%
AC
1174
Asio Capital
Kentucky
$2.05M +$117K +2,400 +6%
MMPW
1175
Mitchell McLeod Pugh & Williams
Alabama
$2.05M -$51.6K -1,062 -2%

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.