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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
RIG
2301
Roosevelt Investment Group
New York
$217K -$14.3K -294 -6%
AIM
2302
Avity Investment Management
Connecticut
$217K -$2.48K -51 -1%
FA
2303
Financial Advisors
Massachusetts
$217K
RCM
2304
Requisite Capital Management
Texas
$217K
BIA
2305
Barry Investment Advisors
Massachusetts
$216K -$21K -432 -9%
SSA
2306
Schonfeld Strategic Advisors
New York
$216K +$218K +4,497 New
MIM
2307
Merrion Investment Management
New Jersey
$216K +$219K +4,500 New
SPWG
2308
Sage Private Wealth Group
Illinois
$216K +$219K +4,500 New
CAM
2309
Crestone Asset Management
Colorado
$214K +$4.81K +99 +2%
RA
2310
Reby Advisors
Connecticut
$214K +$216K +4,446 New
RWA
2311
River Wealth Advisors
Pennsylvania
$214K +$216K +4,455 New
WWMSC
2312
Wagner Wealth Management (South Carolina)
South Carolina
$214K +$216K +4,455 New
WOC
2313
West Oak Capital
California
$213K -$10.9K -225 -5%
APWA
2314
Atlas Private Wealth Advisors
New Jersey
$212K +$11.2K +231 +6%
BA
2315
Bristlecone Advisors
Washington
$211K -$7.87K -162 -4%
CANC
2316
Culbertson A N & Co
Virginia
$211K
DCM
2317
Driehaus Capital Management
Illinois
$211K +$214K +4,398 New
JWBC
2318
J.W. Burns & Co
New York
$210K
PP
2319
Pegasus Partners
Wisconsin
$209K -$17.3K -357 -8%
BIC
2320
Beach Investment Counsel
Pennsylvania
$209K
GA
2321
Geller Advisors
New York
$209K
WA
2322
Wealth Architects
California
$209K +$211K +4,347 New
BWM
2323
Birchcreek Wealth Management
Ohio
$208K +$211K +4,338 New
AWA
2324
Acorn Wealth Advisors
Michigan
$207K -$6.41K -132 -3%
AC
2325
Avestar Capital
New York
$207K -$3.64K -75 -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.