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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
AL
2226
ADE LLC
Maryland
$255K +$257K +5,301 New
TFA
2227
Teamwork Financial Advisors
Texas
$255K +$258K +5,307 New
SEP
2228
Southland Equity Partners
Missouri
$255K +$257K +5,301 New
EWA
2229
Evolution Wealth Advisors
Florida
$254K -$427K -8,787 -62%
OWA
2230
Outlook Wealth Advisors
Texas
$254K -$66.9K -1,377 -21%
SWRP
2231
Summit Wealth & Retirement Planning
California
$254K
OAM
2232
Oberweis Asset Management
Illinois
$253K
RWML
2233
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$252K +$16.8K +345 +7%
IMOV
2234
Investment Management of Virginia
Virginia
$252K
RBCM
2235
Raub Brock Capital Management
California
$252K
EFG
2236
Everhart Financial Group
Ohio
$251K +$253K +5,211 New
RW
2237
Rede Wealth
Virginia
$250K +$252K +5,196 New
TS
2238
Tamar Securities
California
$249K -$74K -1,524 -23%
ME
2239
McIlrath & Eck
Washington
$249K +$1.02K +21 +0.4%
CBFP
2240
Cedar Brook Financial Partners
Ohio
$249K +$13.1K +270 +5%
SFC
2241
SYM Financial Corp
Indiana
$248K -$1.17K -24 -0.5%
AOWM
2242
Alpha Omega Wealth Management
Virginia
$247K -$29.1K -600 -10%
LCM
2243
Leisure Capital Management
California
$246K -$20.8K -429 -8%
OL
2244
Optas LLC
Texas
$245K -$220K -4,530 -47%
YMRC
2245
Yorktown Management & Research Company
Virginia
$245K -$131K -2,700 -35%
ACM
2246
Armbruster Capital Management
New York
$245K -$46.6K -960 -16%
IF
2247
IRON Financial
Illinois
$245K -$6.85K -141 -3%
5L
2248
55I LLC
Massachusetts
$245K +$247K +5,091 New
FSG
2249
Financial Strategies Group
Michigan
$245K +$248K +5,106 New
CNC
2250
Citizens & Northern Corp
Pennsylvania
$245K +$248K +5,109 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.