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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
SRC
1876
Shufro Rose & Co
New York
$541K +$94.7K +1,950 +21%
BL
1877
Balentine LLC
Georgia
$537K +$19.1K +393 +4%
CPA
1878
Court Place Advisors
Maryland
$536K
RHP
1879
Royal Harbor Partners
Texas
$536K
FSA
1880
Fort Sheridan Advisors
Illinois
$535K +$131K +2,700 +32%
EM
1881
Excalibur Management
Massachusetts
$532K -$2.48K -51 -0.5%
TCM
1882
Tuttle Capital Management
Connecticut
$530K -$301K -6,189 -36%
H
1883
HoyleCohen
California
$530K +$10.2K +210 +2%
LWP
1884
Legacy Wealth Planning
Nevada
$528K +$121K +2,499 +29%
TC
1885
TAP Consulting
Missouri
$528K +$148K +3,051 +38%
BMM
1886
Buffington Mohr McNeal
Idaho
$527K +$195K +4,020 +58%
AC
1887
Apella Capital
Connecticut
$527K +$291K +6,000 +121%
SSC
1888
Syverson Strege & Co
Iowa
$527K +$532K +10,959 New
TI
1889
Truepoint Inc
Ohio
$527K +$532K +10,962 New
FFG
1890
Fortem Financial Group
California
$526K -$44.6K -918 -8%
MAM
1891
MMA Asset Management
Pennsylvania
$526K +$531K +10,944 New
MOS
1892
MGO One Seven
Ohio
$524K +$35.5K +732 +7%
GCP
1893
GSA Capital Partners
United Kingdom
$524K +$529K +10,896 New
LJHT
1894
Laurie J. Hall Trustee
$523K
SCM
1895
Southport Capital Management
Tennessee
$522K +$46.6K +960 +10%
MFGM
1896
Marshall Financial Group (Maryland)
Maryland
$519K +$525K +10,806 New
AL
1897
Aspiriant LLC
California
$517K +$12.2K +252 +2%
LDFR
1898
Lehman & Derafelo Financial Resources
Pennsylvania
$516K
FCFC
1899
First Citizens Financial Corp
Iowa
$516K +$9.76K +201 +2%
AIS
1900
AM Investment Strategies
Tennessee
$515K +$30.6K +630 +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.