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
FA
2276
FMA Advisory
Pennsylvania
$230K -$131K -2,700 -36%
BIAS
2277
Beacon Investment Advisory Services
New Jersey
$230K +$232K +4,779 New
SIA
2278
Soltis Investment Advisors
Utah
$230K +$233K +4,791 New
D
2279
Diversified
Delaware
$230K +$240K +4,938 New
LIA
2280
LBMC Investment Advisors
Tennessee
$229K +$16K +330 +7%
FP
2281
Financial Perspectives
Minnesota
$227K
WC
2282
Whitney & Co
New York
$227K -$33.1K -681 -13%
EWM
2283
EPG Wealth Management
Georgia
$227K
NWS
2284
Newport Wealth Strategies
California
$227K
AWG
2285
Altus Wealth Group
Colorado
$227K +$229K +4,722 New
SFG
2286
Sovereign Financial Group
Connecticut
$227K +$230K +4,731 New
FCM
2287
Firestone Capital Management
Florida
$225K
MIS
2288
Morningstar Investment Services
Illinois
$225K +$1.17K +24 +0.5%
SFA
2289
Source Financial Advisors
New York
$225K +$227K +4,680 New
MKC
2290
M. Kraus & Co
Vermont
$224K
MIP
2291
Mondrian Investment Partners
United Kingdom
$224K +$166K +3,426 +277%
SIC
2292
Sigma Investment Counselors
Michigan
$224K +$227K +4,668 New
BCB
2293
Brian C. Broderick
$223K
TWP
2294
Tempus Wealth Planning
California
$223K
PWSG
2295
Pacific Wealth Strategies Group
California
$222K +$221K +4,545 New
PCWA
2296
Pacific Capital Wealth Advisors
California
$220K
WCG
2297
Weaver Consulting Group
California
$220K
CCMT
2298
CMT Capital Markets Trading
Germany
$220K +$222K +4,581 New
AF
2299
Affiance Financial
Minnesota
$219K
HWM
2300
Hohimer Wealth Management
Washington
$218K +$1.75K +36 +0.8%

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.