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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
BC
1626
Bridgefront Capital
Texas
$848K +$857K +17,649 New
TWA
1627
TCI Wealth Advisors
Arizona
$847K -$340K -7,011 -28%
PPWP
1628
Proquility Private Wealth Partners
Nevada
$840K +$849K +17,484 New
FAG
1629
Financial Advisory Group
Texas
$839K +$54.2K +1,116 +7%
TWM
1630
Triton Wealth Management
Arizona
$839K +$192K +3,951 +30%
CL
1631
Choreo LLC
Illinois
$838K -$172K -3,552 -17%
LBC
1632
Lawrence B. Cohen
$837K +$7.72K +159 +0.9%
TSS
1633
Two Sigma Securities
New York
$833K +$112K +2,310 +15%
RWI
1634
Red Wave Investments
Pennsylvania
$833K +$842K +17,343 New
SFWA
1635
Summit Financial Wealth Advisors
Louisiana
$831K -$222K -4,572 -20%
PWP
1636
Principle Wealth Partners
Connecticut
$831K +$840K +17,295 New
FMLI
1637
Fukoku Mutual Life Insurance
Japan
$830K -$728K -15,000 -46%
PWA
1638
Phoenix Wealth Advisors
North Carolina
$830K +$839K +17,271 New
LWA
1639
Lineweaver Wealth Advisors
Ohio
$828K +$252K +5,187 +43%
LWP
1640
Lumature Wealth Partners
Georgia
$828K +$837K +17,232 New
ESCM
1641
Echo Street Capital Management
New York
$827K +$835K +17,205 New
WW
1642
Waterfront Wealth
Kansas
$825K +$833K +17,160 New
SSCA
1643
South Shore Capital Advisors
Massachusetts
$825K +$834K +17,178 New
CFO
1644
CVA Family Office
Colorado
$824K
SKK
1645
Shepherd Kaplan Krochuk
Massachusetts
$822K -$29.1K -600 -3%
GBT
1646
Grove Bank & Trust
Florida
$822K +$22.1K +456 +3%
AFS
1647
Annapolis Financial Services
Maryland
$822K +$830K +17,100 New
CC
1648
Chicago Capital
Illinois
$821K
RMCM
1649
Reynders McVeigh Capital Management
Massachusetts
$820K +$18.6K +384 +2%
FANJ
1650
Financial Architects (New Jersey)
New Jersey
$819K -$21.1K -435 -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.