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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
ZB
1926
Zions Bancorporation
Utah
$495K -$3.5K -72 -0.7%
GKWIM
1927
Gerber Kawasaki Wealth & Investment Management
California
$495K +$60K +1,236 +14%
AO
1928
Advisor OS
Illinois
$495K +$500K +10,302 New
FRA
1929
Frank Rimerman Advisors
California
$494K +$499K +10,281 New
CWM
1930
Circle Wealth Management
New Jersey
$491K
FCCM
1931
First City Capital Management
Georgia
$485K +$99.4K +2,046 +25%
AFAS
1932
Acorn Financial Advisory Services
Virginia
$484K +$1.46K +30 +0.3%
FCA
1933
FinTrust Capital Advisors
South Carolina
$483K -$34.2K -705 -7%
BWM
1934
Bulltick Wealth Management
Florida
$481K +$484K +9,975 New
TCWM
1935
Total Clarity Wealth Management
Illinois
$479K -$18.9K -390 -4%
EWM
1936
Endurance Wealth Management
Rhode Island
$479K -$6.41K -132 -1%
CIC
1937
Chilton Investment Company
Connecticut
$479K
EIG
1938
Ellenbecker Investment Group
Wisconsin
$479K
MC
1939
Matisse Capital
Oregon
$478K
MA
1940
Mosaic Advisors
Texas
$476K +$481K +9,903 New
AAM
1941
AMI Asset Management
California
$474K +$8.01K +165 +2%
TFA
1942
Trinity Financial Advisors
Ohio
$474K +$426K +8,766 New
BBA
1943
BLB&B Advisors
Pennsylvania
$473K +$29.1K +600 +6%
CCA
1944
Catalyst Capital Advisors
New York
$472K -$90.3K -1,860 -16%
EGA
1945
E&G Advisors
Texas
$472K +$147K +3,030 +45%
XF
1946
XML Financial
Maryland
$472K +$183K +3,768 +62%
SAM
1947
S.A. Mason
Michigan
$471K -$41.5K -855 -8%
BST
1948
Bath Savings Trust
Maine
$471K -$39K -804 -8%
RPG
1949
Resource Planning Group
Georgia
$471K
SIA
1950
Strategic Investment Advisors
Michigan
$468K +$49K +1,008 +12%

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.