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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
AF
1326
Aldebaran Financial
$1.5M +$56.8K +1,170 +4%
SFS
1327
Summit Financial Strategies
Ohio
$1.5M +$9.62K +198 +0.6%
GWMIA
1328
Global Wealth Management Investment Advisory
Florida
$1.5M +$10.1K +207 +0.7%
FPB
1329
First PREMIER Bank
South Dakota
$1.5M
FCFC
1330
First Commonwealth Financial Corp
Pennsylvania
$1.49M -$60.2K -1,239 -4%
NNP
1331
Nachman Norwood & Parrott
South Carolina
$1.49M +$2.33K +48 +0.2%
TCA
1332
Transcend Capital Advisors
New Jersey
$1.48M +$962K +19,818 +181%
CAG
1333
Csenge Advisory Group
Florida
$1.48M -$53.3K -1,098 -3%
DSA
1334
Droms Strauss Advisors
Missouri
$1.48M +$2.04K +42 +0.1%
LSA
1335
Leonteq Securities AG
Switzerland
$1.47M +$1.49M +30,630 New
AWA
1336
AmeriServ Wealth Advisors
Pennsylvania
$1.47M +$1.49M +30,582 New
LOAME
1337
Lombard Odier Asset Management (Europe)
United Kingdom
$1.47M +$1.48M +30,510 New
MAM
1338
Meeder Asset Management
Ohio
$1.46M -$5.72M -117,711 -79%
SJIM
1339
St. Johns Investment Management
Florida
$1.46M -$9.62K -198 -0.6%
BCM
1340
Breiter Capital Management
Florida
$1.46M +$49.5K +1,020 +3%
CWM
1341
Centric Wealth Management
Illinois
$1.45M +$638K +13,134 +77%
CPO
1342
Cerity Partners OCIO
New York
$1.45M -$67K -1,380 -4%
CCG
1343
Chatham Capital Group
Georgia
$1.45M
TFCP
1344
Twin Focus Capital Partners
Massachusetts
$1.45M +$1.46K +30 +0.1%
FIM
1345
Freedom Investment Management
Connecticut
$1.45M +$75.9K +1,563 +5%
RG
1346
Rathbones Group
United Kingdom
$1.44M -$15.3K -315 -1%
OPS
1347
Orion Portfolio Solutions
Nebraska
$1.43M +$57.3K +1,179 +4%
JWM
1348
Jeppson Wealth Management
California
$1.43M -$35.3K -726 -2%
SCM
1349
SOL Capital Management
Maryland
$1.43M -$16.8K -345 -1%
WPC
1350
White Pine Capital
Minnesota
$1.43M -$53.9K -1,110 -4%

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.