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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
JF
1701
Jump Financial
Illinois
$738K -$565K -11,643 -43%
BBNA
1702
Bremer Bank National Association
Minnesota
$738K +$13.4K +276 +2%
Members Trust
1703
Members Trust
Florida
$737K -$41.2K -849 -5%
EWM
1704
Empirical Wealth Management
Washington
$737K +$174K +3,585 +30%
NIM
1705
NuWave Investment Management
New Jersey
$737K +$732K +15,075 +5,843%
VAG
1706
VisionPoint Advisory Group
Texas
$736K +$437 +9 +0.1%
FFA
1707
Founders Financial Alliance
North Carolina
$736K +$42.1K +867 +6%
MLL
1708
Moody Lynn & Lieberson
Massachusetts
$734K
HPWM
1709
High Pines Wealth Management
Massachusetts
$734K +$742K +15,270 New
PK
1710
Pflug Koory
Nebraska
$732K +$4.95K +102 +0.7%
PA
1711
PSI Advisors
Florida
$732K +$141K +2,898 +23%
HCM
1712
HMS Capital Management
Tennessee
$731K -$62.1K -1,278 -8%
FC
1713
Ferris Capital
Massachusetts
$731K +$4.66K +96 +0.6%
ARMT
1714
Amica Retiree Medical Trust
Rhode Island
$730K -$223K -4,596 -23%
CWS
1715
Cypress Wealth Services
California
$725K +$733K +15,093 New
SMM
1716
Stadion Money Management
Georgia
$723K
LFA
1717
Legacy Financial Advisors
Kentucky
$722K -$1.17K -24 -0.2%
CCM
1718
Cribstone Capital Management
Maine
$722K +$8.16K +168 +1%
KLI
1719
Kelman-Lazarov Inc
Tennessee
$720K -$27.4K -564 -4%
GSWM
1720
Golden State Wealth Management
California
$719K +$232K +4,773 +47%
WP
1721
WealthSource Partners
California
$716K +$9.62K +198 +1%
FPS
1722
Fieldpoint Private Securities
Connecticut
$714K -$69.8K -1,437 -9%
AIP
1723
Almanack Investment Partners
Pennsylvania
$712K -$790K -16,278 -52%
DDC
1724
DF Dent & Co
Maryland
$712K
SNT
1725
Security National Trust
West Virginia
$712K +$116K +2,385 +19%

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.