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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
PIMG
2026
Patriot Investment Management Group
Tennessee
$403K -$601K -12,372 -60%
RWP
2027
RWA Wealth Partners
Massachusetts
$403K -$221K -4,551 -35%
BWA
2028
Beam Wealth Advisors
Louisiana
$403K -$163K -3,363 -29%
CBOR
2029
Community Bank of Raymore
Missouri
$402K
IAP
2030
Indie Asset Partners
Indiana
$401K -$10.2K -210 -2%
CCB
2031
Cutter & Co Brokerage
Missouri
$400K +$9.47K +195 +2%
FAM
2032
Formidable Asset Management
Ohio
$398K +$21.9K +450 +6%
CWM
2033
CCG Wealth Management
California
$398K +$129K +2,658 +47%
EAM
2034
Eagle Asset Management
Florida
$397K -$8.45M -173,952 -95%
CL
2035
COWA LLC
Oklahoma
$397K +$396K +8,145 New
KW
2036
KWB Wealth
California
$396K +$400K +8,238 New
PM
2037
Parametrica Management
Hong Kong
$396K +$400K +8,247 New
GPA
2038
Garrison Point Advisors
California
$395K
NCM
2039
Northside Capital Management
Oregon
$395K
GFP
2040
Gryphon Financial Partners
Ohio
$393K -$6.99K -144 -2%
SAG
2041
Spotlight Asset Group
Illinois
$391K
BWP
2042
BSW Wealth Partners
Colorado
$391K +$73.7K +1,518 +23%
SVCP
2043
Silicon Valley Capital Partners
California
$387K +$16.2K +333 +4%
AA
2044
AQR Arbitrage
Connecticut
$387K +$394K +8,109 New
GAM
2045
Gemmer Asset Management
California
$386K
LC
2046
Lindbrook Capital
California
$386K +$18.2K +375 +5%
SFG
2047
StrategIQ Financial Group
Indiana
$385K -$3.5K -72 -0.9%
SICM
2048
Sustainable Insight Capital Management
New York
$385K +$389K +8,013 New
MWM
2049
Merriman Wealth Management
Washington
$384K +$37.7K +777 +11%
UCI
2050
Uncommon Cents Investing
Wisconsin
$384K +$56.1K +1,155 +17%

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.