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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
IG
401
ING Group
Netherlands
$13.7M +$7.9M +162,672 +134%
GCM
402
Gabalex Capital Management
New York
$13.6M -$15.4M -317,841 -53%
WCMN
403
Westchester Capital Management (Nebraska)
Nebraska
$13.5M -$76K -1,566 -0.6%
TF
404
TIAA FSB
Florida
$13.5M +$206K +4,248 +2%
IAA
405
Independent Advisor Alliance
North Carolina
$13.5M +$307K +6,318 +2%
LMIM
406
Lockheed Martin Investment Management
Maryland
$13.4M -$2.91M -60,000 -18%
SCA
407
Stillwater Capital Advisors
Pennsylvania
$13M -$125K -2,580 -0.9%
FNBT
408
FineMark National Bank & Trust
Florida
$13M -$506K -10,416 -4%
DADC
409
D.A. Davidson & Co
Montana
$13M +$603K +12,417 +5%
SIM
410
Sentry Investment Management
Wisconsin
$12.9M -$254K -5,226 -2%
CIA
411
CCM Investment Advisers
South Carolina
$12.9M +$39.6K +816 +0.3%
NMERB
412
New Mexico Educational Retirement Board
New Mexico
$12.9M -$204K -4,200 -2%
NIM
413
Northeast Investment Management
Massachusetts
$12.8M +$657K +13,533 +5%
TH
414
TCTC Holdings
Texas
$12.7M -$339K -6,990 -3%
GCAC
415
Guardian Capital Advisors (Canada)
Ontario, Canada
$12.6M +$721K +14,856 +6%
HC
416
Henshaw Capital
Massachusetts
$12.6M
KRS
417
Kentucky Retirement Systems
Kentucky
$12.5M +$846K +17,424 +7%
FWIA
418
Fort Washington Investment Advisors
Ohio
$12.5M -$152K -3,132 -1%
MA
419
Montag & Associates
Georgia
$12.4M +$102K +2,100 +0.8%
PA
420
Pinnacle Associates
New York
$12.4M -$49.7K -1,023 -0.4%
LSERS
421
Louisiana State Employees Retirement System
Louisiana
$12.4M +$2.26M +46,500 +22%
CICI
422
Capital Investment Counsel Inc
North Carolina
$12.4M -$2.67M -55,062 -18%
HA
423
Hamel Associates
New Jersey
$12.3M -$299K -6,153 -2%
CIC
424
Cutler Investment Counsel
Oregon
$12.3M -$50.7K -1,044 -0.4%
Loomis, Sayles & Company
425
Loomis, Sayles & Company
Massachusetts
$12.3M +$10.5M +216,420 +552%

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.