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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
ED
1951
Exane Derivatives
France
$467K +$472K +9,729 New
WMA
1952
Wealth Management Associates
New Jersey
$467K
HI
1953
Hendershot Investments
Virginia
$463K +$32.8K +675 +8%
WA
1954
Wealth Alliance
New York
$463K +$71.4K +1,470 +18%
HAIM
1955
Hunter Associates Investment Management
Pennsylvania
$463K +$230K +4,728 +96%
PMA
1956
Prudent Man Advisors
Illinois
$462K -$3.21K -66 -0.7%
JHP
1957
James Hambro & Partners
United Kingdom
$462K +$29.6K +609 +7%
MC
1958
Middleton & Co
Massachusetts
$461K -$1.46K -30 -0.3%
GM
1959
GeoWealth Management
Illinois
$460K +$25.8K +531 +6%
CB
1960
CNB Bank
Pennsylvania
$458K -$14.6K -300 -3%
PRC
1961
Pearl River Capital
Michigan
$457K -$1.98M -40,854 -81%
SIAM
1962
Sterling Investment Advisors (Missouri)
Missouri
$456K
THWM
1963
Taylor Hoffman Wealth Management
Virginia
$456K +$9.91K +204 +2%
PWA
1964
Physician Wealth Advisors
Utah
$455K -$1.17K -24 -0.2%
RCG
1965
Rock Creek Group
District of Columbia
$454K -$87.8K -1,809 -16%
MGAM
1966
McGowan Group Asset Management
Texas
$453K +$128K +2,643 +39%
TIA
1967
Tandem Investment Advisors
South Carolina
$451K +$7.72K +159 +2%
GAM
1968
Garrison Asset Management
Arkansas
$450K -$61.9K -1,275 -12%
PRWA
1969
Platte River Wealth Advisors
Colorado
$450K +$93.2K +1,920 +26%
KIC
1970
Keating Investment Counselors
Florida
$449K -$14.6K -300 -3%
SJL
1971
Shayne & Jacobs LLC
Tennessee
$447K -$51K -1,050 -10%
KCM
1972
Kanawha Capital Management
Virginia
$447K -$19.1K -393 -4%
BCA
1973
Berman Capital Advisors
Georgia
$447K +$47.2K +972 +12%
SIS
1974
Sound Income Strategies
Florida
$446K -$1.11M -22,818 -71%
TFM
1975
TFC Financial Management
Massachusetts
$446K

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.