We are live on ! Find out more
WMT icon

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
LGWM
2501
Litman Gregory Wealth Management
California
$4K -$4.52K -93 -51%
PCA
2502
Providence Capital Advisors
North Carolina
$4K
AWA
2503
Artemis Wealth Advisors
New York
$3.62K -$9.91K -204 -73%
FPW
2504
Flagship Private Wealth
Massachusetts
$3.16K +$3.21K +66 New
TFA
2505
Transamerica Financial Advisors
Florida
$2K
ADIM
2506
Alpha DNA Investment Management
Maryland
$2K +$2.33K +48 New
Walleye Capital
2507
Walleye Capital
New York
$1.36K +$1.37M +28,308 New
AWMS
2508
Advocacy Wealth Management Services
Georgia
$1K
HI
2509
Human Investing
Oregon
$1K
MGIM
2510
M&G Investment Management
United Kingdom
$763 +$43.7K +900 +6%
CRI
2511
Colonial River Investments
Virginia
$759 +$756K +15,558 New
NDSI
2512
Newman Dignan & Sheerar Inc
Rhode Island
$542 +$21.9K +450 +4%
AIM
2513
Axiom Investment Management
New York
$286 -$41.8K -861 -20%
TI
2514
tru Independence
Oregon
$151 +$65.8K +1,356 +76%
HighTower Advisors
2515
HighTower Advisors
Illinois
-$92.8M -1,988,841 Closed
AIM
2516
Artemis Investment Management
United Kingdom
-$34.3M -737,019 Closed
ICM
2517
Ionic Capital Management
New York
-$29.4M -631,488 Closed
Point72 Asset Management
2518
Point72 Asset Management
Connecticut
-$17.9M -383,382 Closed
HI
2519
Horizon Investments
North Carolina
-$15.7M -335,958 Closed
WI
2520
WBI Investments
New Jersey
-$11.4M -245,328 Closed
IM
2521
Islet Management
New York
-$10.5M -225,000 Closed
AIM
2522
Aigen Investment Management
New York
-$9.05M -194,094 Closed
TCA
2523
Taconic Capital Advisors
New York
-$8.39M -180,000 Closed
BPM
2524
Bronson Point Management
Connecticut
-$6.3M -135,000 Closed
TEE
2525
Tibra Equities Europe
United Kingdom
-$5.43M -116,400 Closed

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.