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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
BCAM
1801
Boston Common Asset Management
Massachusetts
$609K +$616K +12,678 New
CPA
1802
Capital Planning Advisors
California
$608K +$14.3K +294 +2%
RMDI
1803
R.M. Davis Inc
Maine
$607K +$201K +4,131 +49%
VWM
1804
Valley Wealth Managers
New Jersey
$606K -$11.5K -237 -2%
ERIM
1805
Eagle Ridge Investment Management
Connecticut
$605K -$60.3K -1,242 -9%
PWS
1806
Private Wealth Strategies
Ohio
$605K +$66.7K +1,374 +12%
HIC
1807
Holderness Investments Company
North Carolina
$602K
SFG
1808
Summit Financial Group
West Virginia
$602K +$14.6K +300 +2%
MIM
1809
Moseley Investment Management
Florida
$602K +$159K +3,264 +35%
PFG
1810
PAX Financial Group
Texas
$600K +$15.3K +315 +3%
TWA
1811
TPB Wealth Advisors
Texas
$600K +$583K +12,000 New
HCMNY
1812
Howard Capital Management (New York)
New York
$599K -$9.91K -204 -2%
Financial Engines Advisors
1813
Financial Engines Advisors
California
$596K -$106K -2,190 -15%
TC
1814
Truvestments Capital
Florida
$595K +$16K +330 +3%
KMWM
1815
Keudell/Morrison Wealth Management
Oregon
$595K +$17.3K +357 +3%
FHC
1816
First Horizon Corporation
Tennessee
$594K -$15.4K -318 -3%
PCMC
1817
Paragon Capital Management (Colorado)
Colorado
$594K
SFA
1818
Souders Financial Advisors
Ohio
$594K +$9.47K +195 +2%
OA
1819
Oxbow Advisors
Texas
$594K +$58.3K +1,200 +11%
WTB
1820
Washington Trust Bank
Washington
$593K +$94.5K +1,947 +19%
PAMP
1821
Polar Asset Management Partners
Ontario, Canada
$593K +$599K +12,333 New
TIA
1822
Tiemann Investment Advisors
California
$591K +$9.47K +195 +2%
JIP
1823
JBJ Investment Partners
South Carolina
$591K +$248K +5,112 +71%
FBT
1824
First Bank & Trust
South Dakota
$590K -$21.3K -438 -3%
KA
1825
KLCM Advisors
Wisconsin
$589K +$8.01K +165 +1%

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.