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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
BFM
1276
Boston Financial Management
Massachusetts
$1.69M
IBOK
1277
Independence Bank of Kentucky
Kentucky
$1.68M -$47.9K -987 -3%
BS
1278
Boenning & Scattergood
Pennsylvania
$1.68M -$224K -4,605 -12%
WA
1279
Wambolt & Associates
Colorado
$1.67M +$132K +2,721 +8%
WA
1280
WBH Advisory
Maryland
$1.67M -$7.87K -162 -0.5%
ATPW
1281
Ashton Thomas Private Wealth
Arizona
$1.67M +$256K +5,271 +18%
MWA
1282
Meridian Wealth Advisors
Texas
$1.66M +$5.68K +117 +0.3%
CAGAS
1283
Capital Advisory Group Advisory Services
Minnesota
$1.65M +$64.1K +1,320 +4%
CPWA
1284
Cerro Pacific Wealth Advisors
California
$1.65M +$1.66M +34,263 New
WJWM
1285
Williams Jones Wealth Management
New York
$1.63M -$219K -4,515 -12%
MCM
1286
Manchester Capital Management
Vermont
$1.63M +$42.5K +876 +3%
BBHBI
1287
B, B, H, & B Inc
Alabama
$1.63M +$1.64M +33,864 New
WWM
1288
WT Wealth Management
Arizona
$1.63M +$439K +9,042 +37%
QCM
1289
Quest Capital Management
Texas
$1.62M +$51.4K +1,059 +3%
CCMW
1290
Cypress Capital Management (Wyoming)
Wyoming
$1.62M -$21.7K -447 -1%
NFG
1291
Nations Financial Group
Iowa
$1.62M -$137K -2,814 -8%
VA
1292
Valmark Advisers
Ohio
$1.61M +$1.03M +21,123 +171%
KFP
1293
KMG Fiduciary Partners
Ohio
$1.61M +$129K +2,664 +9%
VHAM
1294
Van Hulzen Asset Management
California
$1.61M +$265K +5,463 +19%
WEC
1295
Winslow Evans & Crocker
Massachusetts
$1.61M +$440K +9,069 +19%
CWM
1296
Chesapeake Wealth Management
Virginia
$1.6M +$24K +495 +2%
ISWM
1297
Independent Solutions Wealth Management
New York
$1.6M -$3.79K -78 -0.2%
PVH
1298
Psagot Value Holdings
Israel
$1.6M
9WM
1299
9258 Wealth Management
Ohio
$1.6M -$31.3K -645 -2%
FNBTCON
1300
First National Bank & Trust Co of Newtown
Pennsylvania
$1.59M -$51K -1,050 -3%

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.