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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
PCM
1826
Pennsylvania Capital Management
Pennsylvania
$589K +$30.9K +636 +6%
LCM
1827
Laurion Capital Management
New York
$587K -$10.4M -214,884 -95%
NB
1828
Nicolet Bankshares
Wisconsin
$587K -$6.26K -129 -1%
PLFAM
1829
Pineno Levin & Ford Asset Management
Virginia
$586K
GG
1830
Gleason Group
Kentucky
$586K +$61.9K +1,275 +12%
CPC
1831
Consolidated Planning Corp
Georgia
$584K
BOPW
1832
Brandywine Oak Private Wealth
Pennsylvania
$583K -$49.2K -1,014 -8%
SFSG
1833
Sound Financial Strategies Group
Mississippi
$583K +$55.2K +1,137 +10%
CCM
1834
Canal Capital Management
Virginia
$581K +$52.7K +1,086 +10%
HI
1835
Hudock Inc
Pennsylvania
$578K +$44.7K +921 +8%
ACM
1836
AlphaStar Capital Management
North Carolina
$578K +$168K +3,465 +41%
BI
1837
Bramshill Investments
Florida
$577K -$7.28K -150 -1%
MS
1838
Madden Securities
Texas
$577K
LCH
1839
Lee Capital Holdings
New York
$577K +$583K +12,000 New
SIG
1840
Sky Investment Group
Connecticut
$575K +$16.2K +333 +3%
HCA
1841
Heck Capital Advisors
Wisconsin
$574K +$146 +3 +0%
FC
1842
Forte Capital
New York
$571K +$20.5K +423 +4%
FRM
1843
Foundation Resource Management
Arkansas
$570K
KPCM
1844
Kings Point Capital Management
New York
$570K +$62.1K +1,278 +12%
TWM
1845
Tradition Wealth Management
Minnesota
$570K +$576K +11,865 New
AIA
1846
Arbor Investment Advisors
North Carolina
$569K
IF
1847
Intrua Financial
Texas
$568K -$21.9K -450 -4%
ECM
1848
Evergreen Capital Management
Washington
$568K +$106K +2,181 +23%
RHBC
1849
R.H. Bluestein & Co
Michigan
$567K +$16.5K +339 +3%
WA1
1850
Wimmer Associates 1
California
$566K +$58.3K +1,200 +11%

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.