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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
ASBI
1501
American State Bank (Iowa)
Iowa
$1.05M +$1.07M +21,933 New
BFO
1502
Biltmore Family Office
North Carolina
$1.05M +$524K +10,800 +98%
BFM
1503
Boothbay Fund Management
New York
$1.05M -$585K -12,048 -36%
KFS
1504
Kurt F. Somerville
$1.05M
GDP
1505
Great Diamond Partners
Maine
$1.05M +$42.2K +870 +4%
QPWM
1506
Quadrant Private Wealth Management
Pennsylvania
$1.05M +$55.1K +1,134 +5%
MP
1507
McDonald Partners
Ohio
$1.05M +$1.06M +21,831 New
BP
1508
BBR Partners
New York
$1.05M +$22.1K +456 +2%
MAM
1509
Magellan Asset Management
Australia
$1.05M +$296K +6,090 +39%
IPW
1510
Inlet Private Wealth
Florida
$1.04M
PWM
1511
PBMares Wealth Management
Virginia
$1.04M +$39.3K +810 +4%
SA
1512
Strategic Advisors
New York
$1.04M +$106K +2,184 +11%
PWPS
1513
Pinnacle Wealth Planning Services
Ohio
$1.04M +$10.9K +225 +1%
AG
1514
AIA Group
Hong Kong
$1.04M +$1.07M +22,110 New
SS
1515
Sunbelt Securities
Texas
$1.04M +$47.5K +978 +5%
KNW
1516
Kesler Norman & Wride
Utah
$1.04M +$1.05M +21,564 New
AWM
1517
Altium Wealth Management
New York
$1.03M +$316K +6,516 +43%
LOPW
1518
Live Oak Private Wealth
North Carolina
$1.03M +$58.7K +1,209 +6%
FNBOSM
1519
First National Bank of South Miami
Florida
$1.03M -$985K -20,274 -49%
AF
1520
Allworth Financial
California
$1.03M +$82.7K +1,704 +9%
HCMT
1521
Highland Capital Management (Tennessee)
Tennessee
$1.03M -$141K -2,913 -12%
AA
1522
Ancora Advisors
Ohio
$1.02M -$3.64K -75 -0.4%
LC
1523
Lincoln Capital
Nebraska
$1.02M
CPC
1524
Cookson Peirce & Co
Pennsylvania
$1.02M +$90.5K +1,863 +10%
HDIM
1525
Hanson & Doremus Investment Management
Vermont
$1.02M +$520K +10,713 +102%

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.