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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
PI
276
PEAK6 Investments
Illinois
$26.1M +$26.4M +543,744 New
CPSAC
277
Chas P. Smith & Associates (CPS)
Florida
$26.1M +$846K +17,424 +3%
KCM
278
Kornitzer Capital Management
Kansas
$26M -$285K -5,859 -1%
ADEF
279
Adams Diversified Equity Fund
Maryland
$26M +$4.27M +87,900 +19%
MLICM
280
Metropolitan Life Insurance Company (MetLife)
New York
$25.9M -$1.43M -29,469 -5%
DWM
281
Doyle Wealth Management
Florida
$25.8M +$154K +3,180 +0.6%
OC
282
Oppenheimer & Co
New York
$25.4M +$590K +12,147 +2%
SLAM
283
Swiss Life Asset Management
$25.4M -$2.4M -49,398 -9%
CBT
284
Capital Bank & Trust
California
$25.3M -$925K -19,041 -3%
NAM
285
Nissay Asset Management
Japan
$25.3M +$1.29M +26,667 +5%
GT
286
Glenview Trust
Kentucky
$25.3M +$187K +3,855 +0.7%
SCP
287
Seizert Capital Partners
Michigan
$25.2M -$1.87M -38,520 -7%
COPPSERS
288
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$25M +$6.49M +133,719 +35%
SPIA
289
Steward Partners Investment Advisory
New York
$24.9M +$1.68M +34,545 +7%
SFS
290
Sowell Financial Services
Arkansas
$24.7M +$8.12M +167,130 +48%
ASC
291
Atalanta Sosnoff Capital
New York
$24.7M -$328K -6,756 -1%
DIA
292
Davidson Investment Advisors
Montana
$24.6M -$248K -5,112 -1%
CSS
293
Cubist Systematic Strategies
Connecticut
$24.3M -$3.04M -62,601 -11%
GC
294
Guggenheim Capital
Illinois
$24.1M +$2.7M +55,542 +12%
SMDAM
295
Sumitomo Mitsui DS Asset Management
Japan
$24.1M -$1.53M -31,599 -6%
QI
296
QS Investors
New York
$24M +$553K +11,388 +2%
CAM
297
ClariVest Asset Management
California
$23.5M -$3.66M -75,468 -13%
GAM
298
Gotham Asset Management
New York
$23.4M -$3.76M -77,502 -14%
MIH
299
Meitav Investment House
Israel
$23.4M +$1.14M +23,406 +5%
HIMCH
300
Hartford Investment Management Co (HIMCO)
Connecticut
$23.4M +$2.12M +43,713 +10%

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.