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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
LJAC
1401
L.J. Altfest & Co
New York
$1.3M +$124K +2,559 +10%
CCM
1402
Chilton Capital Management
Texas
$1.3M -$72.8K -1,500 -5%
BCP
1403
Blue Chip Partners
Michigan
$1.3M -$26.8K -552 -2%
LCM
1404
LCM Capital Management
Illinois
$1.3M +$1.32M +27,108 New
FBT
1405
First Bankers Trust
Kentucky
$1.29M
YWP
1406
YorkBridge Wealth Partners
New York
$1.29M -$1.46K -30 -0.1%
MLM
1407
Mount Lucas Management
Pennsylvania
$1.29M +$5.97K +123 +0.5%
XS
1408
XR Securities
Illinois
$1.28M +$748K +15,411 +137%
TCM
1409
Telos Capital Management
California
$1.28M -$151K -3,111 -10%
HCM
1410
Hollencrest Capital Management
California
$1.28M +$12.4K +255 +1%
CP
1411
Camelot Portfolios
Ohio
$1.28M +$301K +6,198 +30%
SFFS
1412
Stonehage Fleming Financial Services
Jersey
$1.28M
MG
1413
Mather Group
Illinois
$1.28M -$23K -474 -2%
EFS
1414
Essex Financial Services
Connecticut
$1.27M +$361K +7,437 +40%
GC
1415
Gilbert & Cook
Iowa
$1.26M +$21.7K +447 +2%
CA
1416
Cornerstone Advisory
Maryland
$1.26M +$122K +2,505 +11%
XSC
1417
X-Square Capital
Puerto Rico
$1.26M +$331K +6,807 +35%
AP
1418
Arlington Partners
Alabama
$1.26M -$204K -4,206 -14%
FVWA
1419
Foster Victor Wealth Advisors
South Carolina
$1.25M +$356K +7,338 +39%
BCV
1420
Banque Cantonale Vaudoise
Switzerland
$1.25M +$33.7K +693 +3%
WFMPM
1421
Woodley Farra Manion Portfolio Management
Indiana
$1.25M +$9.03K +186 +0.7%
DA
1422
Dillon & Associates
Michigan
$1.24M
WAG
1423
Winthrop Advisory Group
Massachusetts
$1.24M +$80.7K +1,662 +7%
CC
1424
Centiva Capital
New York
$1.24M +$1.25M +25,827 New
EIA
1425
Edgemoor Investment Advisors
Maryland
$1.24M

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.