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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
BAM
301
Berkshire Asset Management
Pennsylvania
$23.2M +$125K +2,583 +0.5%
AWM
302
AE Wealth Management
Kansas
$22.9M +$985K +20,283 +4%
JIR
303
James Investment Research
Ohio
$22.9M -$3.7M -76,104 -14%
HCM
304
Hilton Capital Management
New York
$22.8M -$1.42M -29,250 -6%
FMII
305
Farmers & Merchants Investments Inc
Nebraska
$22.8M -$136K -2,802 -0.6%
JIC
306
Johnson Investment Counsel
Ohio
$22.8M +$16.8K +345 +0.1%
QC
307
Quadrature Capital
United Kingdom
$22.8M +$13.4M +275,088 +138%
NMIFOAC
308
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$22.7M +$18.9M +390,177 +471%
AHB
309
Abner Herrman & Brock
New Jersey
$22.6M -$412K -8,481 -2%
KIA
310
KCM Investment Advisors
California
$22.3M +$1.66M +34,206 +8%
CCMG
311
Clark Capital Management Group
Pennsylvania
$22.1M -$645K -13,284 -3%
CCT
312
Country Club Trust
Missouri
$22.1M -$685K -14,103 -3%
SGAM
313
Smith Group Asset Management
Texas
$22M -$965K -19,881 -4%
JCM
314
Janney Capital Management
Pennsylvania
$22M -$4.58M -94,269 -17%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
315
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$21.9M +$8.44M +173,754 +62%
DAM
316
Delta Asset Management
Tennessee
$21.7M -$226K -4,647 -1%
EB
317
Eastern Bank
Massachusetts
$21.6M +$84.5K +1,740 +0.4%
VI
318
Vestcor Inc
New Brunswick, Canada
$21.5M -$383K -7,887 -2%
Simplex Trading
319
Simplex Trading
Illinois
$21.4M +$19.3M +397,827 +850%
HP
320
Hosking Partners
United Kingdom
$20.9M -$722K -14,865 -3%
AWM
321
Absher Wealth Management
North Carolina
$20.7M +$376K +7,734 +2%
BCWM
322
Bartlett & Co Wealth Management
Ohio
$20.7M -$70.7K -1,455 -0.3%
BC
323
Bartlett & Co
Ohio
$20.6M -$70.7K -1,455 -0.3%
AIM
324
Achmea Investment Management
Netherlands
$20.6M +$11.2M +231,576 +118%
RT
325
Rockland Trust
Massachusetts
$20.5M -$590K -12,153 -3%

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.