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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
CBT
1426
Central Bank & Trust
Kentucky
$1.24M +$44.6K +918 +4%
DAM
1427
Diamant Asset Management
Connecticut
$1.23M -$24K -495 -2%
MFG
1428
Menard Financial Group
Texas
$1.23M -$1.6K -33 -0.1%
CA
1429
Calton & Associates
Florida
$1.23M +$67.5K +1,389 +6%
AIM
1430
Anchor Investment Management
South Carolina
$1.23M +$84.2K +1,734 +7%
WLIM
1431
White Lighthouse Investment Management
Massachusetts
$1.23M
AW
1432
ACG Wealth
Georgia
$1.22M -$55.9K -1,152 -4%
AA
1433
Altman Advisors
Illinois
$1.22M +$3.5K +72 +0.3%
ACA
1434
Atlas Capital Advisors
Wyoming
$1.22M -$102K -2,091 -8%
BCM
1435
Birmingham Capital Management
Alabama
$1.22M -$79.4K -1,635 -6%
IFS
1436
Ifrah Financial Services
Arkansas
$1.21M -$9.76K -201 -0.8%
CCC
1437
Crescent Capital Consulting
Louisiana
$1.21M +$1.22M +25,179 New
MCC
1438
Money Concepts Capital
Florida
$1.21M +$1.22M +25,128 New
NCM
1439
Narwhal Capital Management
Georgia
$1.19M +$56.4K +1,161 +5%
PWM
1440
Perigon Wealth Management
California
$1.19M +$586K +12,072 +95%
PAM
1441
Paradigm Asset Management
New York
$1.18M -$889K -18,300 -43%
NRS
1442
Neville Rodie & Shaw
New York
$1.18M
EAM
1443
Evanson Asset Management
California
$1.18M +$206K +4,248 +21%
PTP
1444
Platform Technology Partners
New York
$1.18M +$92.5K +1,905 +8%
SIA
1445
SkyView Investment Advisors
New Jersey
$1.18M +$1.19M +24,474 New
TA
1446
Tectonic Advisors
Texas
$1.17M +$1.18M +24,378 New
FHC
1447
First Heartland Consultants
Missouri
$1.17M -$126K -2,598 -10%
MSFS
1448
Main Street Financial Solutions
Pennsylvania
$1.17M +$1.18M +24,369 New
SLT
1449
St Louis Trust
Missouri
$1.17M
CIP
1450
Cornerstone Investment Partners
Georgia
$1.17M

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.