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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
SIAG
2126
Safeguard Investment Advisory Group
California
$318K +$322K +6,621 New
MF
2127
Montis Financial
Massachusetts
$318K +$323K +6,642 New
Rafferty Asset Management
2128
Rafferty Asset Management
New York
$316K -$224K -4,617 -41%
MIP
2129
Marietta Investment Partners
Wisconsin
$316K -$55.4K -1,140 -15%
GAB
2130
German American Bancorp
Indiana
$316K +$3.79K +78 +1%
FIA
2131
Foundations Investment Advisors
Arizona
$314K -$1.02K -21 -0.3%
MFW
2132
Meristem Family Wealth
Minnesota
$314K +$874 +18 +0.3%
SFM
2133
Signet Financial Management
New Jersey
$314K +$14.6K +300 +5%
NA
2134
Navellier & Associates
Nevada
$313K
FAM
2135
Flaharty Asset Management
Florida
$313K +$316K +6,510 New
DOA
2136
D'Orazio & Associates
Virginia
$312K
QWM
2137
Quaker Wealth Management
New Jersey
$311K -$58.3K -1,200 -16%
FMTC
2138
Farmers & Merchants Trust Company
California
$310K +$12.2K +252 +4%
CFS
2139
Cannon Financial Strategists
Georgia
$309K -$8.16K -168 -3%
COCM
2140
Charter Oak Capital Management
New Hampshire
$307K +$311K +6,396 New
CT
2141
Columbia Trust
Oregon
$307K +$312K +6,417 New
DJYG
2142
David J. Yvars Group
Florida
$306K +$310K +6,375 New
MFA
2143
Mayflower Financial Advisors
Massachusetts
$305K +$308K +6,348 New
OFS
2144
OneAscent Financial Services
Alabama
$305K +$309K +6,354 New
DI
2145
Disciplined Investments
Oklahoma
$304K -$734K -15,117 -70%
CM
2146
Capula Management
Cayman Islands
$304K +$307K +6,330 New
FBFS
2147
First Business Financial Services
Wisconsin
$303K
MRCM
2148
M&R Capital Management
New Jersey
$303K
SRC
2149
Sage Rhino Capital
California
$302K +$4.22K +87 +1%
SC
2150
Sawyer & Company
Massachusetts
$300K -$35K -720 -10%

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.