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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
ZIC
1576
ZWJ Investment Counsel
Georgia
$929K +$309K +6,360 +49%
CWA
1577
Clearview Wealth Advisors
Oregon
$928K +$938K +19,308 New
OPWM
1578
Oxinas Partners Wealth Management
Indiana
$928K +$938K +19,317 New
SAM
1579
Secure Asset Management
Michigan
$927K +$2.91K +60 +0.3%
GTCM
1580
Gyon Technologies Capital Management
New Jersey
$925K +$935K +19,248 New
GWM
1581
Gray Wealth Management
Maine
$920K +$50.4K +1,038 +6%
GA
1582
GoalVest Advisory
New York
$919K +$929K +19,125 New
NCM
1583
Next Capital Management
New York
$918K +$928K +19,107 New
TF
1584
TLWM Financial
Texas
$916K +$9.62K +198 +1%
PCG
1585
Private Capital Group
Connecticut
$915K +$8.01K +165 +0.9%
BFG
1586
Barber Financial Group
Kansas
$911K -$15.2K -312 -2%
AFG
1587
Arkansas Financial Group
Arkansas
$911K +$9.91K +204 +1%
MFG
1588
Magnus Financial Group
New York
$910K -$348K -7,176 -27%
FG
1589
Foster Group
Iowa
$902K +$904K +18,624 New
ACP
1590
Aviance Capital Partners
Florida
$901K -$12.5K -258 -1%
WA
1591
Waverly Advisors
Alabama
$901K +$25.9K +534 +3%
SSWM
1592
Sheets Smith Wealth Management
North Carolina
$900K -$108K -2,214 -11%
PFA
1593
Professional Financial Advisors
Nebraska
$899K +$583 +12 +0.1%
W
1594
WealthStone
Ohio
$898K +$111K +2,292 +14%
RCM
1595
RB Capital Management
Nevada
$897K +$109K +2,241 +14%
LSAG
1596
Lake Street Advisors Group
New Hampshire
$896K +$30.4K +627 +3%
CCM
1597
Campbell Capital Management
Florida
$894K +$874K +18,000 New
GFS
1598
GYL Financial Synergies
Connecticut
$893K -$17.2K -354 -2%
CAM
1599
Columbia Asset Management
Michigan
$893K +$16K +330 +2%
ACWM
1600
Adams Chetwood Wealth Management
North Carolina
$892K +$32.8K +675 +4%

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.