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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
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$369M -$18.4M -378,555 -5%
Barclays
52
Barclays
United Kingdom
$361M +$52.7M +1,085,850 +17%
US Bancorp
53
US Bancorp
Minnesota
$351M +$5.4M +111,213 +2%
Capital World Investors
54
Capital World Investors
California
$342M +$149K +3,060 +0%
Massachusetts Financial Services
55
Massachusetts Financial Services
Massachusetts
$341M -$35.8M -737,319 -9%
Janus Henderson Group
56
Janus Henderson Group
United Kingdom
$337M -$39.3M -810,126 -10%
CS
57
Credit Suisse
Switzerland
$333M +$24M +494,838 +8%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$328M +$37.9M +780,039 +13%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$306M +$4.62M +95,151 +2%
EIP
60
Epoch Investment Partners
New York
$300M -$5.41M -111,378 -2%
Principal Financial Group
61
Principal Financial Group
Iowa
$299M -$26.3M -541,335 -8%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$286M +$1.44M +29,736 +0.5%
Millennium Management
63
Millennium Management
New York
$283M +$145M +2,984,037 +103%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$278M -$15.8M -326,316 -5%
Ensign Peak Advisors
65
Ensign Peak Advisors
Utah
$268M -$23M -474,204 -8%
Citigroup
66
Citigroup
New York
$267M -$21.5M -441,861 -7%
AG
67
Aperio Group
California
$266M -$3.83M -78,852 -1%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$263M +$66.2M +1,362,663 +33%
Capital Research Global Investors
69
Capital Research Global Investors
California
$255M +$110M +2,270,865 +75%
Mitsubishi UFJ Trust & Banking
70
Mitsubishi UFJ Trust & Banking
Japan
$254M -$10.2M -209,457 -4%
Canada Pension Plan Investment Board
71
Canada Pension Plan Investment Board
Ontario, Canada
$245M +$62.5M +1,286,076 +34%
TD Asset Management
72
TD Asset Management
Ontario, Canada
$244M -$34.1M -701,388 -12%
National Pension Service
73
National Pension Service
South Korea
$243M +$308K +6,339 +0.1%
Canada Life
74
Canada Life
Manitoba, Canada
$243M +$8.57M +176,397 +4%
AS
75
Altshuler Shaham
Israel
$239M +$15M +308,268 +6%

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.