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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
TG
1176
TCW Group
California
$2.05M +$23.3K +480 +1%
VAS
1177
Vestmark Advisory Solutions
Massachusetts
$2.04M -$117K -2,412 -5%
IMC Chicago
1178
IMC Chicago
Illinois
$2.04M +$2.06M +42,393 New
FHB
1179
First Hawaiian Bank
Hawaii
$2.03M -$251K -5,178 -11%
BUB
1180
BBVA USA Bancshares
Texas
$2.03M +$59.7K +1,230 +3%
ANRIA
1181
American National Registered Investment Advisor
Texas
$2.02M -$32.1K -660 -2%
PF
1182
Phoenix Financial
Israel
$2.02M +$635K +13,074 +45%
JFA
1183
Johanson Financial Advisors
California
$2.02M +$57.3K +1,179 +3%
NEIRG
1184
New England Investment & Retirement Group
Massachusetts
$2.02M +$534K +10,992 +35%
VV
1185
Verity & Verity
South Carolina
$2.01M -$3.63M -74,703 -65%
WP
1186
WealthPLAN Partners
Nebraska
$2M -$56.2K -1,158 -3%
NAMP
1187
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2M +$133K +2,745 +7%
CNC
1188
Canandaigua National Corp
New York
$2M +$9.76K +201 +0.5%
LWAC
1189
Laurel Wealth Advisors (California)
California
$1.99M +$9.32K +192 +0.5%
DLCIG
1190
D.L. Carlson Investment Group
New Hampshire
$1.99M +$2.01M +41,469 New
FTDI
1191
First Trust Direct Indexing
Massachusetts
$1.99M +$2.01M +41,457 New
MC
1192
Martin & Co
Tennessee
$1.99M +$22.6K +465 +1%
HA
1193
HYA Advisors
Missouri
$1.99M +$5.68K +117 +0.3%
ESB
1194
Essex Savings Bank
Connecticut
$1.99M +$10.9K +225 +0.5%
KC
1195
Kinloch Capital
Virginia
$1.98M +$2M +41,274 New
CWP
1196
CFM Wealth Partners
Texas
$1.98M -$37.9K -780 -2%
SWP
1197
Strategic Wealth Partners
Ohio
$1.98M +$99.5K +2,049 +5%
WWM
1198
Wolff Wiese Magana
California
$1.97M +$2M +41,085 New
CIM
1199
CIM Investment Management
Pennsylvania
$1.97M +$404K +8,316 +25%
FCA
1200
FLC Capital Advisors
California
$1.97M +$122K +2,508 +7%

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.