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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
SOMRS
201
State of Michigan Retirement System
Michigan
$50.2M -$830K -17,100 -2%
ICG
202
InterOcean Capital Group
Tennessee
$50M +$50.6M +1,041,318 New
FDCDDQ
203
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50M +$3.81M +78,369 +8%
IC
204
Inverness Counsel
New York
$49.6M -$1.56M -32,202 -3%
MSL
205
Mackay Shields LLC
New York
$49.3M -$1.21M -24,831 -2%
Cambridge Investment Research Advisors
206
Cambridge Investment Research Advisors
Iowa
$48.9M +$4.8M +98,928 +11%
MIM
207
MetLife Investment Management
New Jersey
$48.5M -$2.24M -46,119 -4%
JCM
208
Junto Capital Management
New York
$48.4M +$48.9M +1,007,196 New
CB
209
Commerce Bank
Missouri
$47.7M +$750K +15,447 +2%
Squarepoint
210
Squarepoint
New York
$47.6M +$22.3M +458,829 +86%
FCIM
211
Fairview Capital Investment Management
California
$47.5M -$370K -7,620 -0.8%
NIPH
212
NN Investment Partners Holdings
Netherlands
$47.4M +$1.61M +33,054 +3%
Schroder Investment Management Group
213
Schroder Investment Management Group
United Kingdom
$46.3M -$735K -15,135 -2%
GIBU
214
Gulf International Bank (UK)
United Kingdom
$45.2M -$4.11M -84,729 -8%
Federated Hermes
215
Federated Hermes
Pennsylvania
$45.1M -$1.66M -34,128 -4%
AIMCA
216
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$45M +$7.68M +158,100 +20%
Nomura Holdings
217
Nomura Holdings
Japan
$43.5M +$21.1M +435,348 +89%
CCM
218
Compass Capital Management
Minnesota
$42.3M +$1.97M +40,662 +5%
BCM
219
Becker Capital Management
Oregon
$40.9M -$1.72M -35,373 -4%
WBC
220
Westpac Banking Corp
Australia
$40.6M +$5.26M +108,417 +15%
BHC
221
Bowen Hanes & Co
Florida
$40.3M -$33.9K -699 -0.1%
URS
222
Utah Retirement Systems
Utah
$40.3M +$1.73M +35,700 +4%
SRIM
223
Saratoga Research & Investment Management
California
$39.8M -$4.5M -92,685 -10%
CIBC Private Wealth Group
224
CIBC Private Wealth Group
Georgia
$39.6M +$1.54M +31,641 +4%
TAM
225
Tocqueville Asset Management
New York
$39.6M -$273K -5,622 -0.7%

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.