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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
HPWM
1976
Highland Private Wealth Management
Washington
$446K +$6.26K +129 +1%
EVC
1977
Eidelman Virant Capital
Missouri
$445K +$449K +9,255 New
NJBEST
1978
New Jersey Better Educational Savings Trust
New Jersey
$443K -$106K -2,187 -19%
RHJA
1979
Rice Hall James & Associates
California
$442K -$146K -3,000 -25%
CRC
1980
Curi RMB Capital
Illinois
$442K
UBV
1981
United Bank (Virginia)
Virginia
$441K +$446K +9,174 New
TCOK
1982
Trust Company of Kansas
Kansas
$440K +$27.7K +570 +7%
VCM
1983
Vigilant Capital Management
Maine
$440K +$84.5K +1,740 +23%
NP
1984
Ninepoint Partners
Ontario, Canada
$438K
M
1985
MOTCO
Texas
$435K +$83.8K +1,725 +23%
TCM
1986
Tufton Capital Management
Maryland
$434K +$23.3K +480 +6%
CG
1987
Clarus Group
Texas
$434K +$438K +9,018 New
CRCM
1988
Corbett Road Capital Management
Virginia
$433K -$33.9K -699 -7%
FFIC
1989
First Fiduciary Investment Counsel
Ohio
$432K +$39K +804 +10%
C
1990
Certuity
Florida
$432K +$68.3K +1,407 +19%
NC
1991
NewSquare Capital
Pennsylvania
$432K +$129K +2,661 +42%
EW
1992
Evoke Wealth
California
$430K +$1.75K +36 +0.4%
PFA
1993
Paradigm Financial Advisors
Missouri
$430K +$43.7K +900 +11%
CQS
1994
Credential Qtrade Securities
$428K +$88.9K +1,830 +26%
PB
1995
Pinnacle Bancorp
Nebraska
$428K -$17.9K -369 -4%
PFA
1996
Pettinga Financial Advisors
Indiana
$428K +$15.4K +318 +4%
MHR
1997
Matthew Hamilton Rosenberg
$427K +$21.1K +435 +5%
BWA
1998
Burt Wealth Advisors
Maryland
$426K
PCMK
1999
Paragon Capital Management (Kansas)
Kansas
$426K
FQ
2000
First Quadrant
California
$425K -$95.1K -1,959 -18%

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.