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
CTA
626
Colonial Trust Advisors
South Carolina
$6.56M +$406K +8,355 +7%
TPCW
627
TD Private Client Wealth
New York
$6.5M +$1.9M +39,072 +41%
SCM
628
Sitrin Capital Management
California
$6.5M -$36.1K -744 -0.5%
PFS
629
Physicians Financial Services
North Carolina
$6.47M -$220K -4,530 -3%
HKIM
630
Hayek Kallen Investment Management
Alabama
$6.42M -$14.7K -303 -0.2%
EGA
631
Eagle Global Advisors
Texas
$6.41M -$121K -2,493 -2%
EWM
632
Executive Wealth Management
Michigan
$6.39M +$672K +13,848 +12%
PI
633
Parkside Investments
Illinois
$6.37M +$2.02M +41,520 +46%
TFA
634
Toth Financial Advisory
Virginia
$6.36M -$120K -2,478 -2%
BCI
635
Brinker Capital Investments
Pennsylvania
$6.36M +$1.01M +20,763 +19%
RC
636
Roundview Capital
New Jersey
$6.34M -$80.1K -1,650 -1%
CCM
637
Crossvault Capital Management
Texas
$6.33M +$2.97M +61,215 +87%
LFAS
638
Level Four Advisory Services
Texas
$6.31M -$634K -13,059 -9%
BDF
639
Balasa Dinverno & Foltz
$6.29M +$294K +6,057 +5%
ACS
640
Archford Capital Strategies
Illinois
$6.28M +$66K +1,359 +1%
WTC
641
WhitTier Trust Company
Nevada
$6.24M +$637K +13,116 +11%
WIC
642
Willis Investment Counsel
Georgia
$6.23M +$6.3M +129,690 New
HCM
643
Hodges Capital Management
Texas
$6.13M +$251K +5,169 +4%
CAC
644
Core Alternative Capital
Georgia
$6.13M +$307K +6,312 +5%
SP
645
Symmetry Partners
Connecticut
$6.13M +$225K +4,641 +4%
FIB
646
First Interstate Bank
Montana
$6.12M -$69.8K -1,437 -1%
MCA
647
Mercer Capital Advisers
New Jersey
$6.12M -$6.56K -135 -0.1%
MWM
648
Marietta Wealth Management
Georgia
$6.1M +$175K +3,603 +3%
JCM
649
Jacobi Capital Management
Pennsylvania
$6.08M -$23.2K -477 -0.4%
OIM
650
Opus Investment Management
Massachusetts
$6.05M

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.