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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
IWA
1901
Intercontinental Wealth Advisors
Texas
$515K +$214K +4,413 +70%
MW
1902
Marcum Wealth
Ohio
$515K +$230K +4,740 +79%
AWA
1903
Aaron Wealth Advisors
Illinois
$514K +$520K +10,704 New
GWI
1904
Grace & White Inc
New York
$512K
TPWA
1905
TRUE Private Wealth Advisors
Oregon
$511K -$874 -18 -0.2%
PPP
1906
Private Portfolio Partners
New Jersey
$509K -$2.33K -48 -0.5%
CFO
1907
Collective Family Office
Pennsylvania
$508K +$513K +10,566 New
CS
1908
Capital Square
Tennessee
$507K +$1.17K +24 +0.2%
FRM
1909
Fox Run Management
Connecticut
$507K +$512K +10,551 New
WIA
1910
Westbourne Investment Advisors
Maryland
$506K -$138K -2,850 -21%
UFG
1911
United Fire Group
Iowa
$505K
APA
1912
Allegiant Private Advisors
Florida
$503K +$508K +10,461 New
ITIM
1913
Indiana Trust & Investment Management
Indiana
$501K -$2.33K -48 -0.5%
RSVP
1914
Ramsay Stattman Vela & Price
Colorado
$500K
KIG
1915
Kowal Investment Group
Wisconsin
$500K +$489K +10,062 New
BOS
1916
Bingham Osborn & Scarborough
California
$499K -$251K -5,163 -33%
IAMOG
1917
Investors Asset Management of Georgia
Georgia
$499K +$10.9K +225 +2%
MAG
1918
Mayfair Advisory Group
Alabama
$499K +$164K +3,375 +48%
MW
1919
MBL Wealth
North Carolina
$499K +$504K +10,383 New
AIA
1920
Avalon Investment & Advisory
Texas
$498K -$79.4K -1,635 -14%
FFC
1921
First Financial Corp
Indiana
$497K -$59K -1,215 -11%
PWP
1922
Private Wealth Partners
California
$497K +$58.3K +1,200 +13%
NEWAS
1923
N.E.W. Advisory Services
Wisconsin
$497K +$146K +3,009 +41%
LF
1924
Lee Financial
Texas
$496K -$291 -6 -0.1%
OR
1925
Olympiad Research
Connecticut
$496K +$502K +10,329 New

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.