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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
PP
2151
Patron Partners
Texas
$300K +$304K +6,252 New
KS
2152
Karpas Strategies
Connecticut
$299K
PIP
2153
Peachtree Investment Partners
Florida
$299K +$51.7K +1,065 +21%
CIM
2154
Contravisory Investment Management
Massachusetts
$298K +$9.03K +186 +3%
AIFAIM
2155
American Institute for Advanced Investment Management
Arizona
$297K +$14.6K +300 +5%
SIC
2156
Schwartz Investment Counsel
Michigan
$296K
GIA
2157
Guyasuta Investment Advisors
Pennsylvania
$296K +$19.7K +405 +7%
HHAA
2158
Henry H. Armstrong Associates
Pennsylvania
$294K -$17.9K -369 -6%
HFS
2159
Howard Financial Services
Texas
$294K
CA
2160
Capital Advantage
California
$293K +$146 +3 +0%
FWM
2161
Fairhaven Wealth Management
Illinois
$293K +$30.2K +621 +11%
AMG
2162
Advisors Management Group
Wisconsin
$292K +$14.6K +300 +5%
RFN
2163
RDA Financial Network
Iowa
$292K +$24.8K +510 +9%
SN
2164
Sittner & Nelson
Oregon
$292K +$295K +6,081 New
RVPG
2165
Relative Value Partners Group
$289K
HIS
2166
Horizon Investment Services
Indiana
$289K +$8.01K +165 +3%
NFP
2167
Novak Financial Planning
Maryland
$289K +$292K +6,021 New
SM
2168
SG3 Management
Puerto Rico
$288K -$3.35M -69,000 -92%
NP
2169
NorthRock Partners
Minnesota
$288K -$3.64K -75 -1%
CA
2170
Centerpoint Advisors
Massachusetts
$288K
CWM
2171
Concentric Wealth Management
California
$288K
OC
2172
Oppenheimer & Close
New York
$288K
SCI
2173
S&CO Inc
Massachusetts
$288K
VST
2174
Van Strum & Towne
California
$288K
JWM
2175
Jupiter Wealth Management
Colorado
$288K +$291K +6,000 New

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.