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
JWM
676
JGP Wealth Management
Oregon
$5.75M +$21.4K +441 +0.4%
EWM
677
Evercore Wealth Management
New York
$5.75M +$127K +2,622 +2%
AWP
678
Ascent Wealth Partners
New York
$5.74M +$874 +18 +0%
LWANC
679
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.74M +$163K +3,348 +3%
BHWM
680
Bar Harbor Wealth Management
New Hampshire
$5.74M -$146K -3,000 -2%
AAS
681
Annex Advisory Services
Wisconsin
$5.73M +$76.3K +1,572 +1%
KRSITF
682
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.72M +$472K +9,720 +9%
HZ
683
Hixon Zuercher
Ohio
$5.72M +$11.7K +240 +0.2%
SFA
684
Sequoia Financial Advisors
Ohio
$5.72M +$336K +6,921 +6%
BCM
685
Bluefin Capital Management
New York
$5.71M +$5.77M +118,773 New
RP
686
Rice Partnership
Hawaii
$5.68M -$1.05M -21,540 -15%
WCM
687
Weik Capital Management
Pennsylvania
$5.67M -$53.9K -1,110 -0.9%
FMBTD
688
First Midwest Bank Trust Division
Illinois
$5.66M +$88.3K +1,818 +2%
V
689
Veritable
Delaware
$5.65M -$533K -10,971 -9%
NB
690
Northwest Bancshares
Pennsylvania
$5.65M +$190K +3,918 +3%
BDS
691
Banco de Sabadell
Florida
$5.64M -$2.12M -43,713 -27%
TNBTD
692
Trustmark National Bank Trust Department
Mississippi
$5.64M +$722K +14,862 +14%
AHC
693
Adell Harriman & Carpenter
Texas
$5.62M +$334K +6,873 +6%
MCM
694
Mattern Capital Management
Colorado
$5.62M +$38.6K +795 +0.7%
CB
695
Community Bank
New York
$5.61M -$48.8K -1,005 -0.9%
AWM
696
Avitas Wealth Management
California
$5.6M +$111K +2,289 +2%
FNBOMD
697
First National Bank of Mount Dora
Florida
$5.59M +$132K +2,718 +2%
BFS
698
Bradley Foster & Sargent
Connecticut
$5.58M +$1.09M +22,437 +24%
AIA
699
Allied Investment Advisors
Montana
$5.56M -$69.3K -1,428 -1%
AAMA
700
Advanced Asset Management Advisors
Ohio
$5.55M

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.