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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
SIC
2001
Samalin Investment Counsel
New York
$425K -$728 -15 -0.2%
JFA
2002
JNBA Financial Advisors
Minnesota
$424K -$24.3K -501 -5%
HSWM
2003
Hubbell Strickland Wealth Management
Louisiana
$423K
LF
2004
Lantz Financial
Illinois
$423K
CMO
2005
Covenant Multifamily Offices
Texas
$422K +$93.8K +1,932 +28%
COF
2006
Capital One Financial
Virginia
$417K -$204K -4,200 -33%
TC
2007
Trust Company
Kansas
$415K -$208K -4,287 -33%
LC
2008
LCNB Corp
Ohio
$415K +$1.6K +33 +0.4%
CC
2009
Capital Counsel
New York
$414K
AIA
2010
Armor Investment Advisors
North Carolina
$414K +$418K +8,610 New
CF
2011
Corrigan Financial
Rhode Island
$412K
VCAM
2012
Van Cleef Asset Management
Ohio
$411K
CCFM
2013
Clear Creek Financial Management
Washington
$411K +$415K +8,550 New
SFP
2014
Sandbox Financial Partners
Maryland
$409K +$413K +8,502 New
SMG
2015
Smart Money Group
Texas
$407K -$71.1K -1,464 -15%
FNBSF
2016
First National Bank Sioux Falls
South Dakota
$407K -$14.6K -300 -3%
CCC
2017
Chelsea Counsel Company
California
$407K +$58.3K +1,200 +16%
CWC
2018
Carolinas Wealth Consulting
North Carolina
$407K +$165K +3,390 +67%
UF
2019
Univest Financial
Pennsylvania
$406K -$62.4K -1,284 -13%
BWAM
2020
Boyd Watterson Asset Management
Ohio
$406K -$19.4K -399 -5%
SWMG
2021
Signature Wealth Management Group
Georgia
$406K
MLFP
2022
MPS Loria Financial Planners
Illinois
$406K +$47.6K +981 +13%
OFG
2023
Oxford Financial Group
Indiana
$405K -$4.08K -84 -1%
ODCM
2024
Old Dominion Capital Management
Virginia
$405K +$25.2K +519 +7%
CRIG
2025
Charter Research & Investment Group
Connecticut
$404K

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.