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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
AWM
2251
Aprio Wealth Management
Georgia
$244K -$94.7K -1,950 -28%
RIG
2252
Renaissance Investment Group
Massachusetts
$243K
BFA
2253
Beacon Financial Advisory
Ohio
$243K +$6.85K +141 +3%
ACA
2254
Affinity Capital Advisors
California
$242K +$9.32K +192 +4%
CWA
2255
Capital Wealth Alliance
Arizona
$240K -$4.66K -96 -2%
GWS
2256
Glassman Wealth Services
Virginia
$240K +$20.7K +426 +9%
BA
2257
Bluesphere Advisors
Pennsylvania
$240K +$243K +4,998 New
PWS
2258
Precision Wealth Strategies
Missouri
$239K +$242K +4,974 New
RWB
2259
RMR Wealth Builders
New Jersey
$238K -$112K -2,304 -32%
GLLW
2260
Graves Light Lenhart Wealth
Virginia
$238K -$11.8K -243 -5%
MA
2261
Mezzasalma Advisors
New Jersey
$238K +$240K +4,950 New
AWP
2262
Abacus Wealth Partners
California
$238K +$240K +4,950 New
CPSC
2263
Carl P. Sherr & Co
Massachusetts
$237K -$13.1K -270 -5%
DSN
2264
D. Scott Neal
Kentucky
$237K
FWM
2265
ForthRight Wealth Management
Georgia
$236K +$238K +4,905 New
CCM
2266
Coe Capital Management
Illinois
$236K +$239K +4,914 New
FC
2267
Fusion Capital
South Carolina
$234K +$7.28K +150 +3%
CCA
2268
Cadent Capital Advisors
Oklahoma
$233K +$235K +4,842 New
PA
2269
Parkside Advisors
California
$232K +$233K +4,806 New
AWM
2270
Aevitas Wealth Management
Massachusetts
$232K +$234K +4,818 New
Aristotle Capital Management
2271
Aristotle Capital Management
California
$232K +$235K +4,830 New
OPW
2272
Oxler Private Wealth
New York
$232K +$235K +4,845 New
BPC
2273
Banque Pictet & Cie
Switzerland
$231K
CAM
2274
CenterStar Asset Management
Illinois
$231K
WIM
2275
Westside Investment Management
California
$231K -$14.6K -300 -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.