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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
CAM
251
Crake Asset Management
United Kingdom
$32.3M +$32.6M +672,000 New
CTC
252
Central Trust Company
Missouri
$31.6M +$2.8M +57,759 +10%
KA
253
Kerrisdale Advisers
Florida
$31.4M
SEIA
254
Signature Estate & Investment Advisors
California
$31M +$2.04K +42 +0%
CA
255
Capitolis Advisors
New York
$31M +$31.3M +645,075 New
PI
256
PineBridge Investments
New York
$30.9M +$2.26M +46,527 +8%
DILIC
257
Dai-ichi Life Insurance Company
Japan
$30.7M -$10.5M -215,235 -25%
ST
258
Sabal Trust
Florida
$28.5M +$730K +15,042 +3%
PP
259
Palladium Partners
Virginia
$28.5M +$299K +6,159 +1%
IMRF
260
Illinois Municipal Retirement Fund
Illinois
$28.2M +$19.1M +393,855 +203%
PFM
261
Parsec Financial Management
North Carolina
$28.2M -$517K -10,656 -2%
HIMC
262
Heritage Investors Management Corp
Maryland
$28.2M -$522K -10,749 -2%
PR
263
Payden & Rygel
California
$27.9M +$65.6K +1,350 +0.2%
Natixis Advisors
264
Natixis Advisors
Massachusetts
$27.8M +$2.69M +55,329 +11%
Mercer Global Advisors
265
Mercer Global Advisors
Colorado
$27.7M +$2.32M +47,793 +9%
MSA
266
Mason Street Advisors
Wisconsin
$27.6M -$551K -11,340 -2%
NLGIA
267
Nippon Life Global Investors Americas
New York
$27.2M -$1.67M -34,320 -6%
Marshall Wace
268
Marshall Wace
United Kingdom
$27.2M -$30.2M -622,599 -52%
DnB Asset Management
269
DnB Asset Management
Norway
$27.1M +$1.38M +28,434 +5%
MOACM
270
Mutual of America Capital Management
New York
$27.1M -$841K -17,325 -3%
BFS
271
Bard Financial Services
Connecticut
$26.8M +$27M +556,980 New
ERSOT
272
Employees Retirement System of Texas
Texas
$26.7M
PWAG
273
Polaris Wealth Advisory Group
California
$26.6M +$1.96M +40,353 +8%
MML Investors Services
274
MML Investors Services
Massachusetts
$26.4M +$2.01M +41,331 +8%
UIM
275
USS Investment Management
United Kingdom
$26.4M +$1.08M +22,200 +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.