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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
CT
2451
Clearstead Trust
Maine
$41K
MAM
2452
Marquette Asset Management
Minnesota
$41K
CEI
2453
Clark Estates Inc
New York
$36K +$36.4K +750 New
FFA
2454
Freedman Financial Associates
Massachusetts
$36K +$36.4K +750 New
CWM
2455
Cedar Wealth Management
California
$33K
CP
2456
Corbenic Partners
Pennsylvania
$33K +$14.6K +300 +79%
LD
2457
Lipe & Dalton
New York
$32K
OAJ
2458
Ogorek Anthony Joseph
New York
$32K
PA
2459
Perennial Advisors
New York
$32K +$31.9K +657 New
RWG
2460
Regal Wealth Group
California
$29K
RBC
2461
Roble Belko & Company
Pennsylvania
$29K
SWP
2462
ShoreHaven Wealth Partners
New Jersey
$29K +$29.3K +603 New
MS
2463
Mizuho Securities
Japan
$28K -$70.9K -1,461 -72%
AFG
2464
Albion Financial Group
Utah
$27K +$27.7K +570 New
BSG
2465
Black Swift Group
Colorado
$26K
GWM
2466
Greenhouse Wealth Management
Connecticut
$26K +$26.1K +537 New
RIA
2467
RPG Investment Advisory
California
$25K
HWM
2468
HighMark Wealth Management
Minnesota
$24K -$1.75K -36 -7%
PCFFS
2469
Pacific Center for Financial Services
California
$24K
IAS
2470
IMA Advisory Services
Colorado
$22K
RDFA
2471
Ritter Daniher Financial Advisory
Ohio
$22K +$21.9K +450 New
FA
2472
Financial Avengers
California
$22K +$22K +453 New
RIM
2473
Rockbridge Investment Management
New York
$18K +$874 +18 +5%
BII
2474
Bainco International Investors
Massachusetts
$17K +$16.5K +339 New
RFWA
2475
RPg Family Wealth Advisory
Massachusetts
$16.6K

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.