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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
B
301
BP
United Kingdom
$17M
FQ
302
First Quadrant
California
$17M +$6.22M +203,469 +60%
AHB
303
Abner Herrman & Brock
New Jersey
$17M +$3.87M +126,627 +31%
AB
304
Amalgamated Bank
New York
$16.9M -$422K -13,806 -2%
ACM
305
Azimuth Capital Management
Michigan
$16.8M -$43.5K -1,422 -0.3%
DILIC
306
Dai-ichi Life Insurance Company
Japan
$16.7M
LIM
307
Lathrop Investment Management
Arkansas
$16.4M +$32.2K +1,053 +0.2%
NLGIA
308
Nippon Life Global Investors Americas
New York
$16.4M -$519K -16,980 -3%
Walleye Trading
309
Walleye Trading
New York
$16.4M +$9.25M +302,544 +137%
GHA
310
GW Henssler & Associates
Georgia
$16.3M +$62.4K +2,040 +0.4%
Cambridge Investment Research Advisors
311
Cambridge Investment Research Advisors
Iowa
$16.2M +$1.01M +33,006 +7%
NAM
312
Nissay Asset Management
Japan
$16M -$595K -19,452 -4%
6M
313
6 Meridian
Kansas
$15.9M -$3.18M -103,962 -17%
WG
314
Winton Group
United Kingdom
$15.9M +$5.36M +175,263 +53%
GAM
315
Guinness Asset Management
United Kingdom
$15.8M
MA
316
Montag & Associates
Georgia
$15.7M +$4.48M +146,325 +41%
WM
317
WS Management
Florida
$15.7M
VanEck Associates
318
VanEck Associates
New York
$15.6M +$3.64M +119,037 +32%
PFM
319
Parsec Financial Management
North Carolina
$15.5M -$456K -14,895 -3%
SCM
320
Stormborn Capital Management
Connecticut
$15.4M +$3.85M +125,910 +34%
BCM
321
Bridgeway Capital Management
Texas
$15.4M -$92.4M -3,021,210 -86%
WBC
322
Westpac Banking Corp
Australia
$15.4M +$1.87M +61,299 +14%
AG
323
Advisor Group
Arizona
$15.2M +$2.33M +76,110 +19%
Flossbach Von Storch
324
Flossbach Von Storch
Germany
$15.2M -$1.24M -40,560 -8%
Connor, Clark & Lunn Investment Management (CC&L)
325
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$15.1M -$388K -12,675 -3%

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.