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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
CAMG
351
CWA Asset Management Group
Florida
$17.9M +$1.38M +28,503 +8%
DWM
352
Destination Wealth Management
California
$17.7M +$78.7K +1,620 +0.4%
WT
353
Washington Trust
Rhode Island
$17.6M -$28K -576 -0.2%
SAM
354
Securian Asset Management
Minnesota
$17.5M -$708K -14,589 -4%
MTWSIF
355
Mivtachim The Workers Social Insurance Fund
Israel
$17.5M
RC
356
RegentAtlantic Capital
New Jersey
$17.4M -$17.5M -359,571 -50%
WF
357
Welch & Forbes
Massachusetts
$17.3M +$83.5K +1,719 +0.5%
Daiwa Securities Group
358
Daiwa Securities Group
Japan
$17.2M +$297K +6,114 +2%
LIM
359
Lathrop Investment Management
Arkansas
$17.2M -$763K -15,705 -4%
HIC
360
Hartline Investment Corp
Illinois
$16.9M
TBA
361
Tower Bridge Advisors
Pennsylvania
$16.9M +$349K +7,194 +2%
CC
362
Cadinha & Co
Hawaii
$16.9M -$36.1K -744 -0.2%
NWM
363
Nicola Wealth Management
British Columbia, Canada
$16.9M +$5.49M +113,100 +48%
NCM
364
Novare Capital Management
North Carolina
$16.9M -$525K -10,818 -3%
SF
365
Synovus Financial
Georgia
$16.8M +$387K +7,968 +2%
FWCM
366
Ferguson Wellman Capital Management
Oregon
$16.7M +$5.13M +105,663 +44%
CI Investments Inc
367
CI Investments Inc
Ontario, Canada
$16.7M +$5.09M +104,757 +43%
TRSOTSOK
368
Teachers Retirement System of the State of Kentucky
Kentucky
$16.6M -$1.68M -34,500 -9%
WT
369
Whittier Trust
California
$16.4M +$434K +8,931 +3%
DCM
370
Dupont Capital Management
Delaware
$16.3M -$2.04M -42,009 -11%
PAG
371
Private Advisor Group
New Jersey
$16.2M -$151K -3,111 -0.9%
IIM
372
Intact Investment Management
Quebec, Canada
$16.2M +$626K +12,900 +4%
O
373
Ossiam
France
$16M +$12.6M +258,660 +346%
Dodge & Cox
374
Dodge & Cox
California
$15.9M -$1.52M -31,203 -9%
HPC
375
HM Payson & Co
Maine
$15.9M +$5.68K +117 +0%

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.