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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
BCA
1476
Bay Colony Advisors
Massachusetts
$1.12M +$75.9K +1,563 +7%
T
1477
TRUADVICE
Florida
$1.12M +$295K +6,066 +35%
GTAM
1478
Global Trust Asset Management
Florida
$1.12M +$13.1K +270 +1%
CAS
1479
Coppell Advisory Solutions
Texas
$1.12M +$1.13M +23,226 New
MWM
1480
Modera Wealth Management
New Jersey
$1.11M +$589K +12,120 +110%
Fiera Capital (Canada)
1481
Fiera Capital (Canada)
Quebec, Canada
$1.11M -$850K -17,499 -43%
AB
1482
Atlas Brown
Kentucky
$1.11M +$43.7K +900 +4%
I
1483
INVST
Indiana
$1.11M +$325K +6,693 +41%
PIM
1484
Penobscot Investment Management
Massachusetts
$1.11M +$712K +14,652 +173%
HFBOT
1485
Home Federal Bank of Tennessee
Tennessee
$1.11M -$2.91K -60 -0.3%
AMG
1486
Asset Management Group
Connecticut
$1.11M -$40.6K -837 -4%
FNBOH
1487
First National Bank of Hutchinson
Kansas
$1.1M +$117K +2,400 +11%
PI
1488
PFS Investments
Georgia
$1.1M +$275K +5,667 +34%
4WM
1489
44 Wealth Management
Oregon
$1.1M +$1.11M +22,848 New
HPC
1490
Hobart Private Capital
North Carolina
$1.1M +$66.3K +1,365 +6%
AIC
1491
Archer Investment Corporation
Indiana
$1.1M +$9.18K +189 +0.8%
GFPC
1492
Global Financial Private Client
Florida
$1.1M -$24.9K -513 -2%
BJL
1493
Brighton Jones LLC
Washington
$1.09M +$27.4K +564 +3%
GAM
1494
Grandview Asset Management
Pennsylvania
$1.09M +$28.4K +585 +3%
WEPOG
1495
Wealth Enhancement & Preservation of GA
Georgia
$1.09M +$156K +3,216 +16%
TW
1496
TrinityPoint Wealth
Connecticut
$1.09M -$4.95K -102 -0.5%
WPP
1497
Whalerock Point Partners
Rhode Island
$1.07M +$934K +19,224 +645%
LC
1498
Lavaca Capital
Texas
$1.06M +$161K +3,324 +18%
BEI
1499
Benjamin Edwards Inc
Missouri
$1.06M -$439K -9,030 -29%
BEAM
1500
Baker Ellis Asset Management
Washington
$1.05M -$17.5K -360 -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.