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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
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$892M -$53M -1,090,683 -6%
Swiss National Bank
27
Swiss National Bank
Switzerland
$874M -$22.2M -457,200 -2%
PPA
28
Parametric Portfolio Associates
Washington
$837M +$23.3M +479,571 +3%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$804M -$116M -2,385,105 -12%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$744M +$50.3M +1,036,635 +7%
Ameriprise
31
Ameriprise
Minnesota
$644M -$92.9M -1,913,817 -12%
UBS Group
32
UBS Group
Switzerland
$638M -$52.8M -1,087,302 -8%
Franklin Resources
33
Franklin Resources
California
$635M +$9.06M +186,603 +1%
Invesco
34
Invesco
Georgia
$533M -$737K -15,180 -0.1%
American Century Companies
35
American Century Companies
Missouri
$526M +$87.2M +1,795,638 +20%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$513M -$50.2M -1,034,364 -9%
RJA
37
Raymond James & Associates
Florida
$509M +$29.2M +600,576 +6%
AQR Capital Management
38
AQR Capital Management
Connecticut
$480M +$75.5M +1,554,312 +18%
Deutsche Bank
39
Deutsche Bank
Germany
$465M +$9.9M +203,805 +2%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$454M -$40.3M -829,767 -8%
ClearBridge Investments
41
ClearBridge Investments
New York
$444M -$5.08M -104,547 -1%
BA
42
Bridgewater Associates
Connecticut
$444M +$245M +5,053,218 +121%
CA
43
Cullinan Associates
Kentucky
$437M -$808K -16,632 -0.2%
Prudential Financial
44
Prudential Financial
New Jersey
$409M -$14M -288,558 -3%
Jane Street
45
Jane Street
New York
$407M +$287M +5,917,113 +232%
Stifel Financial
46
Stifel Financial
Missouri
$406M +$12.9M +265,179 +3%
KBC Group
47
KBC Group
Belgium
$405M -$77M -1,584,690 -46%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$394M -$31.7M -653,571 -7%
AAMU
49
Amundi Asset Management US
Massachusetts
$389M -$214M -4,400,730 -35%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$389M -$4.37M -89,973 -1%

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.