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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
MWM
1451
Madison Wealth Management
Ohio
$1.17M +$37.7K +777 +3%
PI
1452
Pettee Investors
Connecticut
$1.16M
AIC
1453
Ayalon Insurance Company
Israel
$1.16M +$1.17M +24,021 New
FNB
1454
Farmers National Bank
Kentucky
$1.16M +$1.17M +24,072 New
CIA
1455
CSat Investment Advisory
Michigan
$1.16M -$1.39M -28,530 -54%
HVP
1456
Hudson Value Partners
Florida
$1.15M +$1.16M +23,964 New
EFSCE
1457
Enterprise Financial Services Corp (EFSC)
Missouri
$1.15M -$21.3K -438 -2%
LFG
1458
Lazard Frères Gestion
France
$1.15M +$1.16M +23,838 New
Twin Tree Management
1459
Twin Tree Management
Texas
$1.15M -$5.4M -111,117 -82%
FA
1460
FDx Advisors
Illinois
$1.15M +$77.5K +1,596 +7%
BFIM
1461
Beese Fulmer Investment Management
Ohio
$1.14M -$4.66K -96 -0.4%
VFPI
1462
Vantage Financial Partners (Illinois)
Illinois
$1.14M +$728 +15 +0.1%
JIP
1463
Jaffetilchin Investment Partners
Florida
$1.14M +$49.2K +1,014 +4%
MMG
1464
Monetary Management Group
Missouri
$1.14M
APG
1465
Abacus Planning Group
South Carolina
$1.14M -$32.2K -663 -3%
FWM
1466
Focused Wealth Management
New York
$1.13M -$159K -3,282 -12%
IP
1467
Intellectus Partners
California
$1.13M -$68.5K -1,410 -6%
DIM
1468
Delta Investment Management
California
$1.13M +$14.4K +297 +1%
NFG
1469
Norris Financial Group
South Carolina
$1.13M +$18.1K +372 +2%
CC
1470
Courier Capital
New York
$1.13M +$69.6K +1,434 +7%
KFGK
1471
Keystone Financial Group (Kentucky)
Kentucky
$1.13M -$8.74K -180 -0.8%
WQ
1472
Wealth Quarterback
New Jersey
$1.12M -$351K -7,230 -24%
UWM
1473
Urban Wealth Management
California
$1.12M +$1.14M +23,400 New
CSPIA
1474
Cary Street Partners Investment Advisory
Virginia
$1.12M +$745K +15,339 +191%
FFS
1475
Founders Financial Securities
Maryland
$1.12M +$21.1K +435 +2%

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.