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
CFFP
2201
Center for Financial Planning
Michigan
$269K -$5.1K -105 -2%
WIC
2202
Whitegate Investment Counselors
New Hampshire
$269K +$58.3K +1,200 +27%
SWA
2203
Sutton Wealth Advisors
Florida
$269K +$19.1K +393 +8%
CIA
2204
Compass Ion Advisors
Pennsylvania
$268K -$2.91K -60 -1%
HFAS
2205
Hummer Financial Advisory Services
Illinois
$268K
DWM
2206
Darwin Wealth Management
Florida
$268K +$2.77K +57 +1%
GWA
2207
GGM Wealth Advisors
Maryland
$268K +$265K +5,454 New
HCM
2208
HM Capital Management
Missouri
$267K
ZF
2209
Zhang Financial
Michigan
$265K
SCA
2210
STALEY CAPITAL ADVISERS
Pennsylvania
$264K
OPWM
2211
Oakwell Private Wealth Management
Texas
$264K +$266K +5,487 New
CGA
2212
Crescent Grove Advisors
Illinois
$263K
PWP
2213
Personal Wealth Partners
Minnesota
$263K +$3.5K +72 +1%
TVAMP
2214
Tennessee Valley Asset Management Partners
Tennessee
$263K +$266K +5,469 New
PPW
2215
Parcion Private Wealth
Washington
$262K
RCA
2216
Rowland Carmichael Advisors
Arizona
$262K
KA
2217
Klingman & Associates
New York
$262K +$9.03K +186 +4%
FFWM
2218
Future Financial Wealth Management
Ohio
$262K +$265K +5,460 New
NC
2219
NinePointTwo Capital
California
$261K +$264K +5,433 New
LI
2220
LVZ Inc
Michigan
$259K +$262K +5,394 New
MWM
2221
Minot Wealth Management
Massachusetts
$258K
AAP
2222
Arax Advisory Partners
Colorado
$257K
MAA
2223
Matrix Asset Advisors
New York
$257K
AAM
2224
Augustine Asset Management
Florida
$256K -$5.68K -117 -2%
FSA
2225
Financial Sense Advisors
California
$256K +$9.91K +204 +4%

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.