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Walmart Inc

1,804 hedge funds and large institutions have $81.2B invested in Walmart Inc in 2018 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 715 increasing their positions, 740 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 70

12% more funds holding in top 10

Funds holding in top 10: 5764 (+7)

9% more capital invested

Capital invested by funds: $74.8B → $81.2B (+$6.47B)

2% more funds holding

Funds holding: 1,7771,804 (+27)

7% more call options, than puts

Call options by funds: $1.91B | Put options by funds: $1.78B

0.31% less ownership

Funds ownership: 88.94%88.63% (-0.31%)

3% less repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 740

Holders
1,804
Holders Change
+27
Holders Change %
+1.52%
% of All Funds
41.23%
Holding in Top 10
64
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.28%
% of All Funds
1.46%
New
110
Increased
715
Reduced
740
Closed
70
Calls
$1.91B
Puts
$1.78B
Net Calls
+$126M
Net Calls Change
+$226M
Name Holding Trade Value Shares
Change
Change in
Stake
NMIMC
251
Northwestern Mutual Investment Management Company
Wisconsin
$23.6M -$2.38M -77,739 -9%
GCM
252
Gabalex Capital Management
New York
$23.5M -$4.59M -150,000 -17%
FIM
253
Frontier Investment Management
Texas
$23.4M -$62K -2,028 -0.3%
CPSAC
254
Chas P. Smith & Associates (CPS)
Florida
$23.3M -$73K -2,385 -0.3%
SEIA
255
Signature Estate & Investment Advisors
California
$23M +$2.09M +68,220 +10%
ZIG
256
Zurich Insurance Group
Switzerland
$22.9M -$1.11M -36,405 -5%
PI
257
PineBridge Investments
New York
$22.8M +$6.68M +218,253 +43%
Dodge & Cox
258
Dodge & Cox
California
$22.6M -$7.01M -229,050 -24%
KCM
259
Kornitzer Capital Management
Kansas
$22.5M -$323K -10,575 -1%
UB
260
UMB Bank
Missouri
$22.5M +$1.1M +35,937 +5%
CA
261
Cornerstone Advisors
North Carolina
$22.4M +$21.9M +717,000 New
Envestnet Asset Management
262
Envestnet Asset Management
Illinois
$22.3M -$9.57M -312,741 -30%
GC
263
Guggenheim Capital
Illinois
$22.3M -$1.16M -38,022 -5%
SG Americas Securities
264
SG Americas Securities
New York
$22.2M +$20.9M +684,321 +2,937%
CIBC World Market
265
CIBC World Market
Ontario, Canada
$22.1M +$2.55M +83,508 +13%
MIFH
266
Migdal Insurance & Financial Holdings
Israel
$21.9M -$6.06M -198,006 -22%
HIMC
267
Heritage Investors Management Corp
Maryland
$21.8M -$129K -4,212 -0.6%
MCIM
268
Meadow Creek Investment Management
Georgia
$21.8M -$9.45M -308,880 -31%
N
269
Nuveen
North Carolina
$21.7M -$34.8M -1,136,814 -62%
GAI
270
General American Investors
New York
$21.6M
Capital Fund Management (CFM)
271
Capital Fund Management (CFM)
France
$21.5M +$13M +425,100 +163%
BF
272
BOK Financial
Oklahoma
$21.4M +$482K +15,768 +2%
AII
273
AGF Investments Inc
Ontario, Canada
$21.4M
DRZID
274
DePrince Race & Zollo Inc (DRZ)
Florida
$21.2M -$170K -5,550 -0.8%
HW
275
Hancock Whitney
Mississippi
$21.1M +$6.42M +209,805 +45%

WMT Hedge Fund Activity: Q3 2018 in Review

1,804 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q3 2018, worth a combined $81.2B — up 8.7% from $74.8B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new WMT positions and 70 closed out — a net gain of 40 holders — while 715 added to existing stakes and 740 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $239M. The largest seller was Deutsche Bank, cutting an estimated $299M.

  • 1,804 institutional investors held Walmart Inc (WMT) as of Q3 2018, up from 1,777 in Q2 2018.
  • Funds reported $81.2B of Walmart Inc stock for Q3 2018, up 8.7% quarter-over-quarter.
  • 110 funds opened new Walmart Inc positions in Q3 2018 and 70 closed out, a net change of +40 holders.
  • The largest Walmart Inc buyer in Q3 2018 was AQR Capital Management, an estimated $239M added.
  • The largest Walmart Inc seller in Q3 2018 was Deutsche Bank, an estimated $299M sold.

Based on aggregated 13F filings for Q3 2018.