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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
AWM
1376
Aberdeen Wealth Management
Illinois
$1.38M +$39.5K +813 +3%
SCM
1377
Spreng Capital Management
Ohio
$1.37M +$27.7K +570 +2%
MFG
1378
MidWestOne Financial Group
Iowa
$1.36M +$22.7K +468 +2%
FCB
1379
First Command Bank
Texas
$1.36M +$28.6K +588 +2%
FCFS
1380
First Command Financial Services
Texas
$1.36M +$28.6K +588 +2%
SYBT
1381
Stock Yards Bank & Trust
Kentucky
$1.35M -$39.5K -813 -3%
CLOS
1382
Compagnie Lombard Odier SCmA
Switzerland
$1.35M +$65.6K +1,350 +5%
XWM
1383
Xcel Wealth Management
Florida
$1.35M +$269K +5,538 +24%
WG
1384
Welch Group
Alabama
$1.35M +$103K +2,112 +8%
PFM
1385
Patton Fund Management
Texas
$1.35M -$370K -7,620 -21%
VDI
1386
Vaughan David Investments
Illinois
$1.35M -$49.7K -1,023 -4%
AG
1387
AlphaSimPlex Group
Massachusetts
$1.35M +$444K +9,147 +48%
GC
1388
Gratus Capital
Georgia
$1.34M -$128K -2,631 -9%
AWE
1389
Avidian Wealth Enterprises
Texas
$1.34M +$191K +3,942 +16%
PWM
1390
Peterson Wealth Management
Nevada
$1.33M +$229K +4,713 +20%
FFA
1391
First Foundation Advisors
California
$1.33M -$249K -5,130 -16%
CRWM
1392
Castle Rock Wealth Management
California
$1.33M +$392K +8,079 +42%
IB
1393
Intrust Bank
Kansas
$1.32M +$728 +15 +0.1%
NFC
1394
Northeast Financial Consultants
Connecticut
$1.32M
CMI
1395
Clare Market Investments
Texas
$1.32M +$72.3K +1,488 +6%
GCM
1396
Gibraltar Capital Management
Oklahoma
$1.31M
DFG
1397
Demars Financial Group
Washington
$1.31M +$42.5K +876 +3%
OC
1398
Oakworth Capital
Alabama
$1.31M +$8.74K +180 +0.7%
CF
1399
Centaurus Financial
California
$1.31M +$411K +8,472 +45%
LCM
1400
Logan Capital Management
Pennsylvania
$1.31M +$35K +720 +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.