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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
BCM
2376
Blume Capital Management
California
$130K
Cohen & Steers
2377
Cohen & Steers
New York
$129K
HR
2378
Howe & Rusling
New York
$127K +$728 +15 +0.6%
SFPG
2379
Stonebridge Financial Planning Group
Florida
$126K +$10.2K +210 +9%
KTC
2380
Kistler-Tiffany Companies
Pennsylvania
$123K +$5.68K +117 +5%
FMP
2381
Financial Management Professionals
Texas
$120K -$4.08K -84 -3%
SLF
2382
Sun Life Financial
Ontario, Canada
$119K -$583 -12 -0.5%
KFI
2383
Key Financial Inc
Pennsylvania
$115K +$117K +2,403 New
NR
2384
Newfound Research
Massachusetts
$115K +$117K +2,403 New
AWM
2385
AllSquare Wealth Management
New York
$114K -$38.2K -786 -25%
PP
2386
PrairieView Partners
Minnesota
$111K
PFO
2387
Pathstone Family Office
New Jersey
$110K +$99.8K +2,055 +913%
ICP
2388
Interchange Capital Partners
Pennsylvania
$108K +$109K +2,253 New
LWM
2389
Liberty Wealth Management
California
$105K -$19.8K -408 -15%
NCM
2390
New Capital Management
Texas
$105K +$17.9K +369 +20%
AWM
2391
Accel Wealth Management
Iowa
$104K +$105K +2,157 New
TC
2392
Tacita Capital
Ontario, Canada
$103K +$105K +2,154 New
SFG
2393
Sowa Financial Group
Rhode Island
$102K
APWM
2394
Atlas Private Wealth Management
New York
$102K +$14.6K +300 +16%
EARNEST Partners
2395
EARNEST Partners
Georgia
$99K
RA
2396
Rational Advisors
New York
$98K +$86.1K +1,773 +687%
BWP
2397
Baldwin Wealth Partners
Massachusetts
$96K
TFGT
2398
TS Financial Group (TSFG)
Illinois
$93K +$10.9K +225 +13%
IA
2399
IFS Advisors
Kansas
$93K +$94.7K +1,950 New
CWM
2400
Cranbrook Wealth Management
Michigan
$92K

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.