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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
MAWCM
2401
Mine & Arao Wealth Creation & Management
California
$92K
BCM
2402
Bourgeon Capital Management
Connecticut
$91K
HFM
2403
Harvest Fund Management
China
$90K -$114K -2,349 -56%
CMBA
2404
C.M. Bidwell & Associates
Hawaii
$90K -$97.2K -2,001 -52%
AW
2405
Avion Wealth
Texas
$90K
EIP
2406
Ellis Investment Partners
Pennsylvania
$90K +$5.39K +111 +6%
IA
2407
Inspire Advisors
Idaho
$89K +$90.3K +1,860 New
PCTC
2408
Perkins Coie Trust Company
Washington
$86K
LGA
2409
Lebenthal Global Advisors
New York
$86K +$87.8K +1,809 New
CAL
2410
Capital Advisors Ltd
Ohio
$85K -$29.1K -600 -25%
KFS
2411
Kelly Financial Services
Massachusetts
$80.2K -$1.31K -27 -2%
CCA
2412
Column Capital Advisors
Indiana
$80K -$18.6K -384 -19%
CIAS
2413
CBIZ Investment Advisory Services
Ohio
$80K
CMA
2414
Cedar Mountain Advisors
Oregon
$80K
BHWM
2415
Bay Harbor Wealth Management
Maryland
$80K +$9.62K +198 +14%
TIAM2
2416
Tru Independence Asset Management 2
Oregon
$79K +$79.7K +1,641 New
KC
2417
Knuff & Co
California
$74K +$8.01K +165 +12%
CA
2418
Crewe Advisors
Utah
$72K +$5.1K +105 +8%
FEG
2419
Financial Enhancement Group
Indiana
$70K +$146 +3 +0.2%
BFG
2420
Baron Financial Group
New Jersey
$69.2K
SL
2421
Savior LLC
Massachusetts
$67K -$3.64K -75 -5%
AA
2422
AlphaMark Advisors
Kentucky
$66K -$3.64K -75 -5%
CFG
2423
CKW Financial Group
Hawaii
$65K
LWA
2424
Lowe Wealth Advisors
Maryland
$65K
MWC
2425
MBM Wealth Consultants
Missouri
$65K +$16.3K +336 +33%

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.