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
TA
2051
TFG Advisers
Michigan
$383K -$105K -2,154 -21%
FBA
2052
Front Barnett Associates
Illinois
$383K
WI
2053
Wedgewood Investors
Pennsylvania
$383K
LCS
2054
Levin Capital Strategies
New York
$383K +$146K +3,000 +60%
HS
2055
Haafor (Singapore)
Singapore
$383K +$387K +7,968 New
TP
2056
Tranquility Partners
Tennessee
$383K +$387K +7,971 New
SLWS
2057
Swaine & Leidel Wealth Services
Florida
$381K +$54.2K +1,116 +16%
SPC
2058
Stewart & Patten Company
California
$380K -$43.4K -894 -10%
HFS
2059
HBC Financial Services
Washington
$380K +$13.8K +285 +4%
CFD
2060
Creative Financial Designs
Indiana
$380K +$23.3K +480 +6%
NS
2061
Newman & Schimel
Illinois
$380K +$384K +7,905 New
UBG
2062
United Bank (Georgia)
Georgia
$379K -$1.75K -36 -0.5%
SA
2063
Sicart Associates
New York
$376K
SWA
2064
SOA Wealth Advisors
New York
$376K +$380K +7,824 New
PAM
2065
Private Asset Management
California
$373K -$31.8K -654 -8%
TF
2066
Trek Financial
Arizona
$372K -$621K -12,783 -62%
HCM
2067
Howland Capital Management
Massachusetts
$372K -$437 -9 -0.1%
TW
2068
Towerpoint Wealth
California
$372K +$143K +2,949 +62%
DWP
2069
Destiny Wealth Partners
Florida
$371K +$375K +7,713 New
ISB
2070
Iowa State Bank
Iowa
$368K
LWMM
2071
Legacy Wealth Management (Mississippi)
Mississippi
$368K
WDL
2072
Well Done LLC
Michigan
$366K -$4.08K -84 -1%
CCA
2073
Cobblestone Capital Advisors
New York
$365K -$168K -3,450 -31%
ACM
2074
AUA Capital Management
Pennsylvania
$365K
HGWM
2075
Harvest Group Wealth Management
Massachusetts
$362K -$1.02K -21 -0.3%

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.