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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
PG
1526
Proffitt & Goodson
Tennessee
$1.02M -$74.9K -1,542 -7%
AWP
1527
Accretive Wealth Partners
New Jersey
$1.02M +$1.03M +21,201 New
RB
1528
Renasant Bank
Mississippi
$1.02M +$1.03M +21,159 New
CC
1529
Cannell & Co
New York
$1.01M
LCM
1530
Liberty Capital Management
Michigan
$1.01M +$1.02M +20,964 New
WDC
1531
Woodward Diversified Capital
California
$1.01M +$1.02M +20,943 New
RG
1532
Renaissance Group
Kentucky
$1M +$57.4K +1,182 +6%
BAM
1533
Beaumont Asset Management
Texas
$1M +$17.2K +354 +2%
GAM
1534
Gould Asset Management
California
$1M
HWMG
1535
Hurlow Wealth Management Group
Indiana
$999K
GC
1536
GFG Capital
Florida
$994K +$188K +3,870 +23%
LB
1537
Legacy Bridge
Iowa
$989K +$134K +2,760 +15%
POIA
1538
Pin Oak Investment Advisors
Texas
$985K +$34.7K +714 +4%
CBA
1539
Coastal Bridge Advisors
Connecticut
$983K -$26.2K -540 -3%
SDAM
1540
Shulman DeMeo Asset Management
New York
$983K +$20.8K +429 +2%
FFN
1541
Focus Financial Network
Minnesota
$981K +$126K +2,604 +15%
CAM
1542
Cozad Asset Management
Illinois
$980K -$72.6K -1,494 -7%
OFS
1543
Orrstown Financial Services
Pennsylvania
$978K +$29.7K +612 +3%
BFC
1544
Bedel Financial Consulting
Indiana
$976K +$4.37K +90 +0.4%
SFSIG
1545
San Francisco Sentry Investment Group
California
$967K +$14.3K +294 +1%
AMC
1546
Asset Management Corp
Illinois
$966K -$403K -8,292 -29%
AL
1547
Arnhold LLC
New York
$964K
LFA
1548
Landmark Financial Advisors
Kentucky
$964K +$6.12K +126 +0.6%
RW
1549
REDW Wealth
New Mexico
$963K -$14.6K -300 -1%
SEC
1550
Seven Eight Capital
New York
$957K -$4.27M -87,900 -82%

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.