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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
OCM
1201
Orser Capital Management
Texas
$1.96M +$675K +13,890 +52%
MFWM
1202
Motley Fool Wealth Management
Virginia
$1.96M -$86.1K -1,773 -4%
IIA
1203
ICW Investment Advisors
Arizona
$1.95M -$40.1K -825 -2%
FC
1204
FORA Capital
Florida
$1.95M +$1.08M +22,167 +120%
FAM
1205
Fred Alger Management
New York
$1.95M
CIA
1206
Choate Investment Advisors
Massachusetts
$1.94M -$21.1K -435 -1%
GGI
1207
Godsey & Gibb Inc
Virginia
$1.93M -$8.6K -177 -0.4%
BCM
1208
Boltwood Capital Management
California
$1.93M
LFF
1209
Level Four Financial
Texas
$1.93M +$1.95M +40,206 New
SNBOSCI
1210
Security National Bank of Sioux City Iowa
Iowa
$1.93M -$73.6K -1,515 -4%
RBFC
1211
Roman Butler Fullerton & Co
Missouri
$1.93M +$88.1K +1,815 +5%
AA
1212
Argent Advisors
Louisiana
$1.92M +$17.9K +369 +0.9%
WPA
1213
Winning Points Advisors
Florida
$1.91M -$162K -3,327 -8%
MIM
1214
MTM Investment Management
South Carolina
$1.91M +$1.93M +39,798 New
WAM
1215
Weatherly Asset Management
California
$1.91M -$728 -15 -0%
HCP
1216
Holt Capital Partners
Texas
$1.9M +$51.9K +1,068 +3%
QWM
1217
QP Wealth Management
New Jersey
$1.89M -$49.1K -1,011 -3%
LWM
1218
Laidlaw Wealth Management
New York
$1.89M +$1.47M +30,201 +330%
KIC
1219
Kensington Investment Counsel
California
$1.89M +$1.91M +39,264 New
FHA
1220
Flagship Harbor Advisors
Massachusetts
$1.88M +$235K +4,839 +14%
PWMAG
1221
Pinnacle Wealth Management Advisory Group
New Jersey
$1.88M -$21K -432 -1%
DA
1222
DCM Advisors
New York
$1.88M +$1.9M +39,171 New
GCA
1223
Genesee Capital Advisors
New York
$1.88M +$34.5K +711 +2%
AWA
1224
Arkadios Wealth Advisors
Georgia
$1.88M +$462K +9,516 +32%
SACTSONJ
1225
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.87M

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.