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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
RCM
1851
RNC Capital Management
California
$563K -$23.9K -492 -4%
CAM
1852
Congress Asset Management
Massachusetts
$563K +$27.4K +564 +5%
BTW
1853
Boston Trust Walden
Massachusetts
$561K -$8.01K -165 -1%
SB
1854
Sunflower Bank
Texas
$561K +$302K +6,216 +114%
WAM
1855
WNY Asset Management
New York
$561K +$569K +11,718 New
JWM
1856
Jackson Wealth Management
Florida
$559K -$291K -6,000 -34%
LAM
1857
LifePro Asset Management
California
$558K +$564K +11,610 New
BI
1858
Ballast Inc
Kentucky
$556K -$46.2K -951 -8%
AIM
1859
Alhambra Investment Management
Florida
$554K +$2.91K +60 +0.5%
MSA
1860
Marino Stram & Associates
Massachusetts
$553K +$17.6K +363 +3%
PWM
1861
Paulson Wealth Management
Illinois
$552K +$19.1K +393 +4%
PPG
1862
Peak Planning Group
Colorado
$552K +$264K +5,430 +90%
WA
1863
WealthTrust Axiom
Pennsylvania
$550K
VCM
1864
Vivaldi Capital Management
Illinois
$549K +$24.8K +510 +5%
JWA
1865
JFS Wealth Advisors
Pennsylvania
$548K -$2.91K -60 -0.5%
MIM
1866
Montgomery Investment Management
Maryland
$548K
VFG
1867
V2 Financial group
Illinois
$548K +$554K +11,400 New
SGCA
1868
Steel Grove Capital Advisors
Tennessee
$547K +$47.9K +987 +9%
FGAM
1869
Financial Gravity Asset Management
Texas
$547K +$555K +11,430 New
SBF
1870
Sara-Bay Financial
Florida
$546K
PMFA
1871
Plante Moran Financial Advisors
Michigan
$545K -$87.4K -1,800 -14%
RWM
1872
Ritholtz Wealth Management
New York
$544K +$160K +3,291 +41%
KPWG
1873
KFA Private Wealth Group
Virginia
$542K -$14.6K -300 -3%
CT
1874
Chicago Trust
Illinois
$542K +$36K +741 +7%
TWM
1875
Titus Wealth Management
California
$541K +$29.1K +600 +6%

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.