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
WorldQuant Millennium Advisors
226
WorldQuant Millennium Advisors
New York
$37.6M -$682K -14,046 -2%
M&T Bank
227
M&T Bank
New York
$37.5M -$17.5K -360 -0%
OPERF
228
Oregon Public Employees Retirement Fund
Oregon
$37.5M +$21.5M +443,112 +131%
BF
229
BOK Financial
Oklahoma
$36.9M +$683K +14,064 +2%
Macquarie Group
230
Macquarie Group
Australia
$36.7M +$8.02M +165,162 +28%
SGI
231
Summit Global Investments
Utah
$35.7M +$1.52M +31,392 +4%
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$35.3M
TPSF
233
Texas Permanent School Fund
Texas
$35.2M -$2.42M -49,848 -6%
CIBC Asset Management
234
CIBC Asset Management
Ontario, Canada
$34.9M -$16.2K -333 -0%
MHC
235
Meyer Handelman Company
New York
$34.7M -$999K -20,580 -3%
BCIM
236
British Columbia Investment Management
British Columbia, Canada
$34.6M -$931K -19,164 -3%
UB
237
UMB Bank
Missouri
$33.9M -$1.97M -40,608 -5%
VanEck Associates
238
VanEck Associates
New York
$33.6M +$15.4M +316,161 +83%
Qube Research & Technologies (QRT)
239
Qube Research & Technologies (QRT)
United Kingdom
$33.5M -$3.87M -79,659 -10%
SC
240
Scotia Capital
Ontario, Canada
$33.4M +$4.16M +85,656 +14%
SAM
241
Shell Asset Management
Netherlands
$33.3M -$1.13M -23,313 -3%
CTB
242
Country Trust Bank
Illinois
$33.1M -$120K -2,481 -0.4%
NA
243
NewEdge Advisors
Louisiana
$32.9M +$157K +3,234 +0.5%
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$32.8M +$2.33M +47,895 +8%
BCM
245
Bridgeway Capital Management
Texas
$32.8M -$3.79M -78,000 -10%
KAS
246
Kestra Advisory Services
Texas
$32.7M +$3.94M +81,183 +14%
SDIC
247
South Dakota Investment Council
South Dakota
$32.6M
FCI
248
Financial Counselors Inc
Kansas
$32.4M +$637K +13,113 +2%
Rockefeller Capital Management
249
Rockefeller Capital Management
New York
$32.3M +$3.68M +75,732 +13%
Renaissance Technologies
250
Renaissance Technologies
New York
$32.3M -$307M -6,331,878 -90%

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.