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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
DTL
1601
Dynamic Technology Lab
Singapore
$892K +$901K +18,561 New
B
1602
Bailard
California
$891K +$178K +3,675 +25%
BMC
1603
Beaton Management Company
Massachusetts
$890K
EH
1604
Employers Holdings
Nevada
$890K
EDRIA
1605
Edmonds Duncan Registered Investment Advisors
Kansas
$890K +$33.5K +690 +4%
IWS
1606
Insight Wealth Strategies
California
$889K +$20.8K +429 +2%
DA
1607
Doliver Advisors
Texas
$880K +$169K +3,477 +23%
CHA
1608
Carmichael Hill & Associates
Maryland
$879K +$6.41K +132 +0.7%
LNWTC
1609
Laird Norton Wetherby Trust Company
Washington
$878K +$888K +18,294 New
B
1610
Bridgeworth
Alabama
$877K +$14.6K +300 +2%
IC
1611
Intersect Capital
California
$877K +$412K +8,490 +87%
PFA
1612
Pinnacle Family Advisors
Missouri
$875K +$584K +12,036 +195%
PIA
1613
Pinion Investment Advisors
Kansas
$871K +$36K +741 +4%
ATC
1614
Adirondack Trust Company
New York
$871K +$59.7K +1,230 +7%
BFPW
1615
BOK Financial Private Wealth
Colorado
$870K +$113K +2,331 +15%
MPAM
1616
Murphy Pohlad Asset Management
Minnesota
$869K
SBSB
1617
Sullivan, Bruyette, Speros & Blaney
Virginia
$869K +$67.5K +1,389 +8%
MECA
1618
Miller Equity Capital Advisors
Texas
$865K +$117K +2,409 +15%
IFWM
1619
Institute for Wealth Management
Colorado
$864K +$228K +4,692 +35%
KPW
1620
Kore Private Wealth
New York
$857K +$30.7K +633 +4%
LWPC
1621
Legacy Wealth Partners (California)
California
$857K +$54.5K +1,122 +7%
IA
1622
Insight Advisors
Pennsylvania
$854K +$863K +17,766 New
RFA
1623
Reilly Financial Advisors
California
$851K +$13.1K +270 +2%
CFG
1624
Cooper Financial Group
California
$849K +$225K +4,626 +35%
AP
1625
Americana Partners
Texas
$848K +$132K +2,718 +18%

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.