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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
MIFH
151
Migdal Insurance & Financial Holdings
Israel
$84.3M +$17.7M +364,029 +26%
Bank Julius Baer & Co
152
Bank Julius Baer & Co
Switzerland
$83.5M +$577K +11,883 +0.7%
FMI
153
Factory Mutual Insurance
Massachusetts
$83.2M -$4.65M -95,700 -5%
MSE
154
MUFG Securities EMEA
United Kingdom
$82.3M +$46.1M +948,774 +124%
BNP Paribas Financial Markets
155
BNP Paribas Financial Markets
France
$82.2M +$6.56M +135,087 +9%
Axa
156
Axa
France
$82.1M +$18M +371,058 +28%
Public Sector Pension Investment Board (PSP Investments)
157
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$80.5M +$15.1M +311,820 +23%
VRS
158
Virginia Retirement Systems
Virginia
$79.8M -$1.47M -30,300 -2%
HNB
159
Huntington National Bank
Ohio
$79.3M +$1.26M +25,956 +2%
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$79M +$6.13M +126,309 +8%
UCFA
161
United Capital Financial Advisors
Texas
$76.6M -$300K -6,171 -0.4%
JMPWA
162
JP Morgan Private Wealth Advisors
California
$75.7M +$4.45M +91,722 +6%
PCA
163
Personal Capital Advisors
California
$75.7M +$2.79M +57,369 +4%
LBA
164
Letko, Brosseau & Associates
Quebec, Canada
$75M -$9.75M -200,745 -11%
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$74.9M -$2.76M -56,748 -4%
GIA
166
Gateway Investment Advisers
Ohio
$74.3M -$11.3M -232,584 -13%
MNG
167
Manning & Napier Group
New York
$74.3M -$4.67M -96,084 -6%
Lazard Asset Management
168
Lazard Asset Management
New York
$73.8M -$1.75M -36,099 -2%
Royal London Asset Management
169
Royal London Asset Management
United Kingdom
$73.4M -$3.39M -69,732 -4%
MSV
170
MN Services Vermogensbeheer
Netherlands
$70.6M +$1.34M +27,600 +2%
WHG
171
Westwood Holdings Group
Texas
$70.5M +$918K +18,909 +1%
Calamos Advisors
172
Calamos Advisors
Illinois
$69.4M -$1.81M -37,257 -3%
Nomura Asset Management
173
Nomura Asset Management
Japan
$69.1M +$642K +13,227 +0.9%
GT
174
Glenmede Trust
Pennsylvania
$68.4M +$878K +18,075 +1%
WMSA
175
Weiss Multi-Strategy Advisers
New York
$68.2M +$61.6M +1,268,262 +839%

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.