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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
TCM
1301
Traynor Capital Management
Pennsylvania
$1.59M +$1.37M +28,266 +578%
BMA
1302
Brooks Moore & Associates
Tennessee
$1.59M -$14.4K -297 -0.9%
Kayne Anderson Rudnick Investment Management
1303
Kayne Anderson Rudnick Investment Management
California
$1.59M
HA
1304
Harbor Advisors
Florida
$1.59M
CBT
1305
CoreFirst Bank & Trust
Kansas
$1.59M +$1.6M +32,994 New
IHL
1306
Investment House LLC
California
$1.58M +$26.2K +540 +2%
FRA
1307
Front Row Advisors
California
$1.58M +$10.9K +225 +0.7%
PCA
1308
Peddock Capital Advisors
Massachusetts
$1.58M
FP
1309
Fiduciary Planning
Florida
$1.57M +$59.9K +1,233 +4%
ACM
1310
Argent Capital Management
Missouri
$1.57M
TCOO
1311
Trust Company of Oklahoma
Oklahoma
$1.57M -$13.7K -282 -0.9%
WSCM
1312
Wellington Shields Capital Management
New York
$1.56M +$984K +20,262 +166%
MCM
1313
MV Capital Management
Maryland
$1.56M +$270K +5,550 +21%
TNA
1314
True North Advisors
Texas
$1.55M -$229K -4,710 -13%
EH
1315
Equitable Holdings
New York
$1.55M +$199K +4,089 +14%
PWMG
1316
Prestige Wealth Management Group
New Jersey
$1.54M +$217K +4,464 +16%
OAM
1317
Occidental Asset Management
California
$1.54M +$181K +3,720 +13%
SAF
1318
Smith Anglin Financial
Texas
$1.53M +$1.55M +31,929 New
MGIA
1319
Moneta Group Investment Advisors
Missouri
$1.53M +$758K +15,609 +96%
PAM
1320
Pegasus Asset Management
New York
$1.52M +$10.5K +216 +0.7%
FL
1321
Fort LP
Maryland
$1.52M +$570K +11,736 +59%
LW
1322
Linscomb Wealth
Texas
$1.52M +$105K +2,163 +7%
CCI
1323
Credit Capital Investments
New Jersey
$1.51M
LOIM
1324
Liberty One Investment Management
Illinois
$1.51M +$26.1K +537 +2%
HCM
1325
Highlander Capital Management
New Jersey
$1.51M

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.