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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
NPF
2326
Norris Perne & French
Michigan
$207K +$209K +4,299 New
1W
2327
1776 Wealth
Georgia
$206K
CIS
2328
Connors Investor Services
Pennsylvania
$206K +$208K +4,293 New
MCCP
2329
Mission Creek Capital Partners
California
$206K +$209K +4,296 New
ACM
2330
Ategra Capital Management
Virginia
$205K +$208K +4,275 New
BC
2331
Barnett & Company
Tennessee
$205K
SCM
2332
Stordahl Capital Management
Colorado
$205K +$207K +4,263 New
LFG
2333
Larson Financial Group
Missouri
$204K +$130K +2,676 +171%
AIM
2334
Arcadia Investment Management
Michigan
$203K
ERWM
2335
Elk River Wealth Management
Colorado
$203K +$204K +4,200 New
LSWM
2336
Lorne Steinberg Wealth Management
Canada
$203K +$204K +4,209 New
BCMO
2337
Buckingham Capital Management (Ohio)
Ohio
$203K +$205K +4,215 New
KFA
2338
Krane Funds Advisors
New York
$203K +$206K +4,233 New
DTC
2339
Davidson Trust Company
Washington
$202K -$53.6K -1,104 -21%
ICM
2340
Islay Capital Management
Texas
$202K -$29.1K -600 -13%
AIIMS
2341
Analyst IMS Investment Management Services
Israel
$202K +$204K +4,200 New
RB
2342
Rodgers Brothers
Pennsylvania
$201K +$204K +4,191 New
GBA
2343
Garrison Bradford & Associates
New York
$200K +$202K +4,164 New
APW
2344
Acima Private Wealth
Virginia
$198K
SAS
2345
Stelac Advisory Services
New York
$198K
VBCG
2346
Valley Brook Capital Group
Pennsylvania
$196K +$199K +4,095 New
AIL
2347
AGF Investments LLC
Ontario, Canada
$194K +$2.04K +42 +1%
TLFA
2348
True Link Financial Advisors
California
$191K +$193K +3,972 New
NSB
2349
Norway Savings Bank
Maine
$189K
HIM
2350
Hillsdale Investment Management
Ontario, Canada
$186K +$1.46K +30 +0.8%

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.