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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
JC
1751
Jacobs & Co
California
$676K
ACP
1752
Arcus Capital Partners
Georgia
$676K +$683K +14,073 New
MCWS
1753
McKinley Carter Wealth Services
West Virginia
$674K +$73.9K +1,521 +12%
DHFB
1754
Dixon Hubard Feinour & Brown
Virginia
$673K
AUB
1755
Atlantic Union Bankshares
Virginia
$672K -$874 -18 -0.1%
DCM
1756
Donaldson Capital Management
Indiana
$672K +$169K +3,477 +33%
HFA
1757
High Falls Advisors
New York
$672K +$679K +13,989 New
TCM
1758
TD Capital Management
Tennessee
$671K -$37.6K -774 -5%
MFG
1759
Merit Financial Group
Georgia
$671K +$13.7K +282 +2%
CC
1760
Callan Capital
California
$670K +$15K +309 +2%
22CM
1761
20/20 Capital Management
California
$669K +$14.6K +300 +2%
VFM
1762
Vivid Financial Management
California
$667K -$8.45K -174 -1%
CA
1763
CGN Advisors
Kansas
$667K +$674K +13,878 New
TAM
1764
Trillium Asset Management
Massachusetts
$666K -$3.5K -72 -0.5%
PPSG
1765
Princeton Portfolio Strategies Group
New Jersey
$663K
FPGK
1766
Financial Partners Group (Kansas)
Kansas
$661K +$74K +1,524 +13%
VCA
1767
Verdence Capital Advisors
Maryland
$660K +$8.3K +171 +1%
CFS
1768
CRA Financial Services
New Jersey
$660K +$55.1K +1,134 +9%
OFW
1769
Omnia Family Wealth
Florida
$659K -$183K -3,768 -22%
TSWM
1770
Triangle Securities Wealth Management
North Carolina
$653K -$127K -2,610 -16%
RPGK
1771
Retirement Planning Group (Kansas)
Kansas
$652K
SCI
1772
Stableford Capital II
Arizona
$651K +$657K +13,539 New
WCM
1773
Weld Capital Management
New York
$650K -$65.6K -1,350 -9%
OAM
1774
Oak Asset Management
California
$650K -$7.28K -150 -1%
GC
1775
Grimes & Company
Massachusetts
$650K +$5.83K +120 +0.9%

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.