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
DBRC
1351
D.B. Root & Company
Pennsylvania
$1.43M -$9.76K -201 -0.7%
FDS
1352
First Dallas Securities
Texas
$1.43M +$85.2K +1,755 +6%
CA
1353
Crumly & Associates
Illinois
$1.43M -$82.6K -1,701 -5%
AIM
1354
AMI Investment Management
Indiana
$1.43M
KJHP
1355
K.J. Harrison & Partners
Ontario, Canada
$1.43M -$146 -3 -0%
VCM
1356
Virtue Capital Management
Tennessee
$1.42M -$601K -12,384 -30%
BTWM
1357
Baker Tilly Wealth Management
Wisconsin
$1.42M +$1.44M +29,604 New
CST
1358
Charles Schwab Trust
Nevada
$1.42M +$421K +8,676 +42%
CWMU
1359
Caliber Wealth Management (Utah)
Utah
$1.41M +$1.43M +29,409 New
FWP
1360
FAS Wealth Partners
Kansas
$1.41M +$46.5K +957 +3%
AFP
1361
Ausdal Financial Partners
Iowa
$1.41M +$49.7K +1,023 +4%
SWK
1362
Stephen W. Kidder
$1.41M -$65.8K -1,356 -4%
TBNY
1363
Trustco Bank (New York)
New York
$1.41M
ANB
1364
Amarillo National Bank
Texas
$1.4M +$507K +10,446 +56%
GCC
1365
Guardian Capital (Canada)
Ontario, Canada
$1.4M
CFA
1366
CWS Financial Advisors
Michigan
$1.4M +$14.6K +300 +1%
IP
1367
Investment Partners
Ohio
$1.4M
NHC
1368
Nicholas Hoffman & Company
Georgia
$1.4M +$99.4K +2,046 +8%
AG
1369
Algert Global
California
$1.39M
GSBTD
1370
Glenview State Bank Trust Department
Illinois
$1.39M
PCH
1371
PGIM Custom Harvest
New Jersey
$1.39M +$947K +19,509 New
RIA
1372
Realta Investment Advisors
Delaware
$1.39M -$151K -3,108 -10%
GAM
1373
Geier Asset Management
Maryland
$1.38M +$1.55M +31,938 New
WWM
1374
Western Wealth Management
Colorado
$1.38M +$25.5K +525 +2%
MPIA
1375
Mountain Pacific Investment Advisers
Idaho
$1.38M +$37.1K +765 +3%

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.