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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
FWM
2426
FSA Wealth Management
Massachusetts
$65K +$65.7K +1,353 New
BDWCC
2427
B&D White Capital Company
Texas
$64K +$65.6K +1,350 New
TCWA
2428
Ten Capital Wealth Advisors
Washington
$63K +$64K +1,317 New
LWP
2429
Laurel Wealth Planning
Minnesota
$62K +$62.6K +1,290 New
AIG
2430
American International Group
New York
$60.8K -$2.47M -50,946 -4%
CAM
2431
Costello Asset Management
Pennsylvania
$60K +$14.6K +300 +32%
OIM
2432
Oder Investment Management
California
$60K +$60.8K +1,251 New
TAM
2433
Tucker Asset Management
Colorado
$54.2K +$54.8K +1,128 New
TF
2434
TimeScale Financial
Massachusetts
$54K -$9.03K -186 -14%
JPLA
2435
Joseph P. Lucia & Associates
New York
$54K +$54.2K +1,116 New
SIA
2436
Sit Investment Associates
Minnesota
$53K
TFIPS
2437
Towarzystwo Funduszy Inwestycyjnych PZU SA
$51.6K +$52.2K +1,074 New
AA
2438
AlphaCentric Advisors
Puerto Rico
$50K -$4.37K -90 -8%
MFA
2439
McClarren Financial Advisors
Pennsylvania
$50K +$50.4K +1,038 New
MF
2440
Manchester Financial
California
$48K -$874 -18 -2%
KCM
2441
Kathmere Capital Management
Pennsylvania
$48K +$35.8K +738 +289%
MCM
2442
McMillion Capital Management
North Carolina
$48K +$48.8K +1,005 New
AA
2443
Addison Advisors
Vermont
$47K +$47.5K +978 New
ARMC
2444
American Research & Management Company
Massachusetts
$46K
LAS
2445
Lloyd Advisory Services
Georgia
$46K +$10.2K +210 +28%
GSAM
2446
Grant Street Asset Management
Pennsylvania
$44K +$44.4K +915 New
CWP
2447
Concord Wealth Partners
Virginia
$44K +$44.9K +924 New
PP
2448
Peconic Partners
New York
$43K -$7.24M -149,100 -99%
HFA
2449
HC Financial Advisors
California
$43K
SWM
2450
Selective Wealth Management
Virginia
$43K

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.