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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
PCM
1251
Prelude Capital Management
New York
$1.79M +$1.14M +23,508 +172%
NGA
1252
Naples Global Advisors
Florida
$1.79M -$84.5K -1,740 -4%
WP
1253
WMS Partners
Maryland
$1.78M -$5.54K -114 -0.3%
AT
1254
Arden Trust
Delaware
$1.77M -$266K -5,472 -13%
AFA
1255
AllGen Financial Advisors
Florida
$1.77M +$1.79M +36,939 New
3LCM
1256
3D/L Capital Management
Connecticut
$1.77M +$1.79M +36,876 New
TIA
1257
Trust Investment Advisors
Indiana
$1.77M -$8.01K -165 -0.4%
VAM
1258
Verity Asset Management
North Carolina
$1.76M +$229K +4,710 +15%
DRS
1259
Deane Retirement Strategies
Louisiana
$1.76M -$3.35K -69 -0.2%
QCIG
1260
Quad-Cities Investment Group
Iowa
$1.76M +$7.28K +150 +0.4%
HWA
1261
HCR Wealth Advisors
California
$1.76M +$79.1K +1,629 +5%
RM
1262
Resource Management
Louisiana
$1.76M +$218K +4,485 +14%
FFBTD
1263
First Financial Bank - Trust Division
Ohio
$1.75M -$1.75K -36 -0.1%
PH
1264
Pinnacle Holdings
Oklahoma
$1.75M -$45.3K -933 -2%
GSEP
1265
Golden State Equity Partners
California
$1.75M +$1.77M +36,366 New
OC
1266
Oarsman Capital
Wisconsin
$1.75M +$449K +9,240 +34%
GLA
1267
Great Lakes Advisors
Illinois
$1.73M +$68K +1,401 +4%
SC
1268
Sovarnum Capital
New York
$1.73M +$1.75M +36,000 New
OPA
1269
Old Port Advisors
Maine
$1.72M -$20.8K -429 -1%
MSFP
1270
Mark Sheptoff Financial Planning
Connecticut
$1.72M +$69.2K +1,425 +4%
MCAI
1271
Members Capital Advisors Inc
Wisconsin
$1.71M
BWM
1272
Baystate Wealth Management
Massachusetts
$1.71M
RDWM
1273
Red Door Wealth Management
Tennessee
$1.7M +$73.4K +1,512 +4%
BHIA
1274
Birch Hill Investment Advisors
Massachusetts
$1.7M +$266K +5,475 +18%
P
1275
Pitcairn
Pennsylvania
$1.69M +$19.2K +396 +1%

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.