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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
Neuberger Berman Group
76
Neuberger Berman Group
New York
$238M -$14.7M -301,704 -6%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$231M -$4.11M -84,594 -2%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$219M +$3.91M +80,436 +2%
Adage Capital Partners
79
Adage Capital Partners
Massachusetts
$216M -$8.97M -184,800 -4%
Toronto Dominion Bank
80
Toronto Dominion Bank
Ontario, Canada
$215M +$62.9M +1,294,560 +29%
CGI
81
Comgest Global Investors
France
$211M -$18.3M -377,709 -8%
EVM
82
Eaton Vance Management
Massachusetts
$210M -$58.6M -1,206,717 -22%
Two Sigma Advisers
83
Two Sigma Advisers
New York
$206M +$112M +2,299,800 +116%
SC
84
Sculptor Capital
New York
$202M +$204M +4,200,000 New
Citadel Advisors
85
Citadel Advisors
Florida
$199M +$90.9M +1,871,103 +82%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$197M +$14.9M +307,773 +8%
Robeco Institutional Asset Management
87
Robeco Institutional Asset Management
Netherlands
$188M -$8.06M -166,062 -4%
Jennison Associates
88
Jennison Associates
New York
$184M -$831K -17,106 -0.4%
WRF
89
Waddell & Reed Financial
Kansas
$183M -$19.9M -410,790 -10%
Truist Financial
90
Truist Financial
North Carolina
$179M +$3.31M +68,127 +2%
Fidelity International
91
Fidelity International
Bermuda
$178M -$10.3M -211,434 -5%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$176M -$12.2M -250,302 -6%
Acadian Asset Management
93
Acadian Asset Management
Massachusetts
$172M -$5.46M -112,359 -3%
PAM
94
Panagora Asset Management
Massachusetts
$165M -$17.5M -359,460 -9%
RPI
95
Railway Pension Investments
United Kingdom
$162M +$772K +15,900 +0.5%
State of Wisconsin Investment Board
96
State of Wisconsin Investment Board
Wisconsin
$162M -$16.5M -339,546 -9%
Bank of Nova Scotia
97
Bank of Nova Scotia
Ontario, Canada
$161M +$106M +2,176,293 +184%
CWM
98
CIBC World Markets
New York
$158M +$95.2M +1,960,743 +148%
MMH
99
Menora Mivtachim Holdings
Israel
$156M +$36.5M +752,400 +30%
State of Tennessee, Department of Treasury
100
State of Tennessee, Department of Treasury
Tennessee
$156M -$12.9M -265,302 -8%

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.