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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
IF
2076
Ironwood Financial
Arizona
$362K +$311K +6,396 +558%
FPCP
2077
Fort Point Capital Partners
California
$360K
MWM
2078
MinichMacGregor Wealth Management
New York
$359K +$79.4K +1,635 +28%
ACM
2079
Ativo Capital Management
Illinois
$359K +$363K +7,470 New
SW
2080
StrongBox Wealth
Missouri
$358K -$43.7K -900 -11%
PS
2081
Planned Solutions
California
$356K
MAM
2082
McLean Asset Management
Virginia
$355K +$359K +7,392 New
FCMC
2083
Founders Capital Management (Connecticut)
Connecticut
$354K
CG
2084
Corundum Group
Colorado
$354K +$52.2K +1,074 +17%
ARG
2085
Advisory Resource Group
Oklahoma
$353K -$14.9K -306 -4%
BMWM
2086
Brown Miller Wealth Management
Virginia
$353K +$357K +7,347 New
UTC
2087
Unified Trust Company
Kentucky
$352K -$29.1K -600 -8%
VFP
2088
Verus Financial Partners
Virginia
$351K -$825K -16,980 -70%
MA
2089
MCF Advisors
Kentucky
$351K -$61.2K -1,260 -15%
ESBC
2090
E.S. Barr & Co
Kentucky
$351K
BCM
2091
Bienville Capital Management
New York
$349K
WAM
2092
Wolverine Asset Management
Illinois
$349K +$113K +2,322 +47%
SDWMA
2093
Schneider Downs Wealth Management Advisors
Pennsylvania
$348K -$113K -2,328 -24%
CM
2094
Columbus Macro
Pennsylvania
$347K -$50.6K -1,041 -13%
LF
2095
LifeSteps Financial
California
$347K +$53.9K +1,110 +18%
VCG
2096
Vantage Consulting Group
Virginia
$347K +$351K +7,218 New
AI
2097
Accredited Investors
Minnesota
$346K +$58.4K +1,203 +20%
SIM
2098
SSI Investment Management
California
$342K -$2.19K -45 -0.6%
WDG
2099
Wealth Dimensions Group
Ohio
$342K +$346K +7,128 New
AMIM
2100
Aull & Monroe Investment Management
Alabama
$340K -$5.97K -123 -2%

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.