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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
WMP
2101
Wealth Management Partners
Arizona
$340K +$336K +6,912 New
OCAM
2102
Onex Canada Asset Management
Ontario, Canada
$340K +$343K +7,068 New
PFA
2103
Pure Financial Advisors
California
$337K +$16.8K +345 +5%
BB
2104
Bell Bank
North Dakota
$337K +$125K +2,583 +58%
CAM
2105
Cypress Asset Management
Texas
$337K +$340K +7,005 New
RIM
2106
Redwood Investment Management
Arizona
$335K -$101K -2,088 -23%
SCM
2107
Stonebridge Capital Management
California
$332K
EI
2108
Ellevest Inc
New York
$331K -$25.9K -534 -7%
BAM
2109
Barrett Asset Management
New York
$331K +$52.7K +1,086 +19%
CHA
2110
Cooper/Haims Advisors
New York
$330K +$334K +6,870 New
ECM
2111
Exchange Capital Management
Michigan
$329K -$132K -2,715 -28%
KM
2112
Kalos Management
Georgia
$329K -$3.35K -69 -1%
APW
2113
Aurora Private Wealth
New Jersey
$329K -$1.31K -27 -0.4%
HI
2114
HBK Investments
Texas
$328K -$8M -164,643 -96%
NWM
2115
Northwest Wealth Management
Iowa
$327K -$14.6K -300 -4%
UWPG
2116
Ullmann Wealth Partners Group
Florida
$325K
FAN
2117
Financial Advisors Network
California
$324K -$49.4K -1,017 -13%
CC
2118
Colrain Capital
Massachusetts
$324K
WGA
2119
Weather Gauge Advisory
Virginia
$322K -$51K -1,050 -14%
CT
2120
Coastline Trust
Rhode Island
$322K +$9.47K +195 +3%
PP
2121
PDS Planning
Ohio
$321K +$101K +2,082 +45%
WA
2122
WESPAC Advisors
California
$321K +$324K +6,678 New
CFIA
2123
Cantor Fitzgerald Investment Advisors
New York
$320K +$324K +6,669 New
HHGA
2124
Halbert Hargrove Global Advisors
California
$319K -$5.97K -123 -2%
IIC
2125
Integrated Investment Consultants
Michigan
$319K +$37.4K +771 +13%

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.