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
WCM
501
Whitener Capital Management
North Carolina
$9.46M -$376K -7,743 -4%
BBVA
502
Banco Bilbao Vizcaya Argentaria
Spain
$9.36M +$503K +10,365 +6%
LBC
503
Lowe Brockenbrough & Co
Virginia
$9.35M -$11.8K -243 -0.1%
DA
504
Duality Advisers
Florida
$9.31M +$7.3M +150,381 +347%
WB
505
Webster Bank
Connecticut
$9.3M +$420K +8,655 +5%
MYAM
506
Meiji Yasuda Asset Management
Japan
$9.26M +$339K +6,990 +4%
DY
507
Dowling & Yahnke
California
$9.25M -$228K -4,701 -2%
BC
508
Burney Company
Virginia
$9.22M +$31.3K +645 +0.3%
FAB
509
First American Bank
Illinois
$9.16M -$74.4K -1,533 -0.8%
PMAM
510
Picton Mahoney Asset Management
Ontario, Canada
$9.15M +$1.5M +30,810 +19%
HT
511
HighTower Trust
Texas
$9.13M -$50.7K -1,044 -0.5%
FNBOO
512
First National Bank of Omaha
Nebraska
$9.12M -$984K -20,268 -10%
ETC
513
Exchange Traded Concepts
Oklahoma
$9.05M -$570K -11,730 -6%
PFS
514
Prospera Financial Services
Texas
$8.99M +$6.85M +141,126 +307%
FSA
515
Franklin Street Advisors
North Carolina
$8.91M -$80.7K -1,662 -0.9%
WIA
516
Wealthstreet Investment Advisors
Texas
$8.9M -$14.6K -300 -0.2%
CIC
517
Carnegie Investment Counsel
Ohio
$8.89M +$2.35M +48,333 +35%
Westfield Capital Management
518
Westfield Capital Management
Massachusetts
$8.87M
JAM
519
Jupiter Asset Management
United Kingdom
$8.86M -$2.07M -42,615 -19%
OSIA
520
O'Shares Investment Advisers
Massachusetts
$8.76M +$817K +16,818 +10%
DJSG
521
D.J. St. Germain
Massachusetts
$8.76M +$457K +9,417 +5%
TF
522
Tompkins Financial
New York
$8.7M +$476K +9,798 +6%
EDRH
523
Edmond de Rothschild Holding
Switzerland
$8.55M +$1.49M +30,642 +21%
BL
524
BCWM LLC
Kansas
$8.51M +$169K +3,480 +2%
ECM
525
ExodusPoint Capital Management
New York
$8.45M +$929K +19,134 +12%

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.