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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
SB
376
Simmons Bank
Arkansas
$15.8M -$552K -11,367 -3%
CFB
377
Cullen/Frost Bankers
Texas
$15.8M +$585K +12,042 +4%
X
378
Xponance
Pennsylvania
$15.7M +$261K +5,382 +2%
PG
379
Pendal Group
Australia
$15.6M +$14M +288,957 +822%
EGM
380
Engineers Gate Manager
New York
$15.2M +$4.6M +94,707 +43%
ECM
381
Empirical Capital Management
Tennessee
$15.1M +$6.26M +129,000 +69%
ACM
382
Advisors Capital Management
New Jersey
$15M +$1.96M +40,452 +15%
USAA
383
United Services Automobile Association
Texas
$15M +$730K +15,030 +5%
SG Americas Securities
384
SG Americas Securities
New York
$14.8M -$21M -432,645 -58%
Wolverine Trading
385
Wolverine Trading
Illinois
$14.7M +$3.23M +66,579 +28%
GI
386
Gradient Investments
Minnesota
$14.7M -$177K -3,648 -1%
Wealthfront Advisers
387
Wealthfront Advisers
California
$14.7M +$1.11M +22,932 +8%
Walleye Trading
388
Walleye Trading
New York
$14.5M +$12.1M +248,616 +464%
EMPI
389
Elo Mutual Pension Insurance
Finland
$14.5M +$14.7M +302,019 New
SSB
390
Sandy Spring Bank
Maryland
$14.4M +$694K +14,286 +5%
AAIM
391
Asset Advisors Investment Management
Georgia
$14.3M +$764K +15,723 +6%
ZCM
392
Ziegler Capital Management
Illinois
$14.1M -$1.5M -30,924 -10%
CFG
393
Citizens Financial Group
Rhode Island
$14M -$488K -10,044 -3%
DBT
394
Dubuque Bank & Trust
Iowa
$14M -$1.09M -22,371 -7%
FM
395
Foster & Motley
Ohio
$13.9M -$561K -11,559 -4%
GG
396
Greenwood Gearhart
Arkansas
$13.9M +$120K +2,472 +0.9%
BBHC
397
Brown Brothers Harriman & Co
New York
$13.9M -$113K -2,328 -0.8%
SC
398
SouthState Corp
Florida
$13.9M +$852K +17,535 +6%
Vontobel Holding
399
Vontobel Holding
Switzerland
$13.8M +$13.8M +284,547 New
TSW
400
Thompson Siegel & Walmsley
Virginia
$13.7M -$21.9K -450 -0.2%

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.