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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
MA
1651
MJP Associates
Connecticut
$819K +$828K +17,043 New
TAIM
1652
TD Ameritrade Investment Management
Nebraska
$814K -$382K -7,866 -32%
WWM
1653
Windsor Wealth Management
Indiana
$813K
PG
1654
Patten Group
Tennessee
$805K +$272K +5,595 +50%
BDWM
1655
Brewin Dolphin Wealth Management
Ireland
$803K
JIC
1656
Joel Isaacson & Co
New York
$803K -$1.31K -27 -0.2%
PIA
1657
Perennial Investment Advisors
California
$801K +$80.1K +1,650 +11%
CHP
1658
Cable Hill Partners
Oregon
$798K -$25.5K -525 -3%
FDCC
1659
Foster Dykema Cabot & Co
Massachusetts
$798K -$10.1K -207 -1%
BFA
1660
Beaumont Financial Advisors
Massachusetts
$797K +$143K +2,937 +22%
SAA
1661
Southeast Asset Advisors
Georgia
$797K +$806K +16,590 New
CA
1662
CapWealth Advisors
Tennessee
$793K +$29K +597 +4%
QT
1663
Quantbot Technologies
New York
$793K +$802K +16,518 New
SIP
1664
Stoneridge Investment Partners
Pennsylvania
$792K +$78.2K +1,611 +11%
NFSG
1665
Newbridge Financial Services Group
Florida
$792K +$182K +3,756 +30%
ECM
1666
Elgethun Capital Management
South Dakota
$790K -$24.5K -504 -3%
HFA
1667
Hoover Financial Advisors
Pennsylvania
$790K +$31.9K +657 +4%
OFA
1668
Oak Family Advisors
Illinois
$790K +$798K +16,437 New
LIP
1669
Liontrust Investment Partners
United Kingdom
$787K +$796K +16,389 New
MCA
1670
Magnolia Capital Advisors
Mississippi
$787K +$31.2K +642 +4%
KC
1671
Kingfisher Capital
North Carolina
$786K +$87.4K +1,800 +12%
OWM
1672
OneAscent Wealth Management
Alabama
$785K +$793K +16,329 New
SCM
1673
Sterneck Capital Management
Missouri
$783K
AGA
1674
Arkos Global Advisors
Texas
$782K -$106K -2,193 -12%
SWM
1675
Sugarloaf Wealth Management
Georgia
$778K

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.