We are live on ! Find out more
WMT icon

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
BCM
426
BTC Capital Management
Iowa
$12.3M +$520K +10,704 +4%
OSAM
427
O'Shaughnessy Asset Management
Connecticut
$12.2M +$10.3M +212,160 +506%
ABTD
428
Arvest Bank Trust Division
Oklahoma
$12.2M -$1.79M -36,864 -13%
AIM
429
Allen Investment Management
New York
$12.1M +$392K +8,073 +3%
OPCM
430
Osborne Partners Capital Management
California
$12.1M +$11.9M +244,890 +3,226%
SMI
431
Shelter Mutual Insurance
Missouri
$12.1M
NEI
432
Northwest & Ethical Investments
Ontario, Canada
$12M -$2.77M -56,970 -19%
Pacer Advisors
433
Pacer Advisors
Pennsylvania
$12M -$3.03M -62,304 -20%
SBH
434
Segall Bryant & Hamill
Illinois
$11.8M -$250K -5,157 -2%
PL
435
Parthenon LLC
Kentucky
$11.8M +$72K +1,482 +0.6%
FM
436
Freemont Management
Switzerland
$11.7M +$11.9M +244,500 New
MC
437
Moors & Cabot
Massachusetts
$11.7M +$492K +10,134 +4%
NO
438
Ninety One
South Africa
$11.7M +$11.9M +244,971 New
WM
439
WS Management
Florida
$11.6M
Lido Advisors
440
Lido Advisors
California
$11.6M +$2.68M +55,251 +30%
LDB
441
Lee, Danner & Bass
Tennessee
$11.6M -$55.5K -1,143 -0.5%
VIP
442
Vantage Investment Partners
Missouri
$11.5M -$362K -7,455 -3%
CA
443
Cornerstone Advisors
North Carolina
$11.5M +$1.02M +21,000 +10%
SIM
444
Sonora Investment Management
Arizona
$11.5M +$393K +8,085 +3%
BFA
445
Bragg Financial Advisors
North Carolina
$11.5M -$180K -3,708 -2%
HI
446
Hoey Investments
Pennsylvania
$11.5M +$391K +8,043 +3%
ONB
447
Old National Bancorp
Indiana
$11.5M -$976K -20,106 -8%
FTC
448
Farmers Trust Company
Ohio
$11.4M -$214K -4,416 -2%
JMFC
449
J.M. Forbes & Co
Massachusetts
$11.4M +$216K +4,449 +2%
SW
450
SVB Wealth
Massachusetts
$11.4M +$323K +6,642 +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.