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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
TRSOTSOK
351
Teachers Retirement System of the State of Kentucky
Kentucky
$13.4M -$1.63M -53,250 -11%
FHA
352
First Horizon Advisors
Tennessee
$13.1M +$871K +28,470 +7%
Verition Fund Management
353
Verition Fund Management
Connecticut
$13.1M +$10.3M +337,701 +415%
HFS
354
HL Financial Services
Kentucky
$13.1M -$191K -6,243 -1%
KA
355
KLCM Advisors
Wisconsin
$13.1M +$110K +3,591 +0.9%
MNBTD
356
Moody National Bank Trust Division
Texas
$13M +$11.4M +373,410 +876%
CEP
357
Chicago Equity Partners
Illinois
$12.9M -$658K -21,525 -5%
Brown Advisory
358
Brown Advisory
Maryland
$12.8M +$465K +15,204 +4%
ABTD
359
Arvest Bank Trust Division
Oklahoma
$12.8M -$1.09M -35,586 -8%
DA
360
Denali Advisors
California
$12.8M -$8.03M -262,500 -39%
TCM
361
Twin Capital Management
Pennsylvania
$12.8M -$178K -5,817 -1%
SF
362
Synovus Financial
Georgia
$12.7M -$490K -16,011 -4%
SMDAM
363
Sumitomo Mitsui DS Asset Management
Japan
$12.5M +$135K +4,413 +1%
Northwestern Mutual Wealth Management
364
Northwestern Mutual Wealth Management
Wisconsin
$12.3M +$559K +18,261 +5%
CBT
365
Capital Bank & Trust
California
$12.3M
NMERB
366
New Mexico Educational Retirement Board
New Mexico
$12.1M -$440K -14,400 -4%
HI
367
HBK Investments
Texas
$12M +$3.2M +104,475 +37%
GMI
368
Greystone Managed Investments
Saskatchewan, Canada
$12M +$37.7K +1,233 +0.3%
TH
369
TCTC Holdings
Texas
$11.9M +$8.35K +273 +0.1%
BAPIM
370
British Airways Pensions Investment Management
United Kingdom
$11.9M +$3.01M +98,274 +35%
KWILP
371
Kiwi Wealth Investments Limited Partnership
New Zealand
$11.8M +$11.6M +378,294 New
Tudor Investment Corp
372
Tudor Investment Corp
Connecticut
$11.8M +$1.5M +48,987 +15%
VRS
373
Virginia Retirement Systems
Virginia
$11.8M -$5.83M -190,500 -34%
TBA
374
Tower Bridge Advisors
Pennsylvania
$11.8M -$103K -3,372 -0.9%
JAM
375
Jupiter Asset Management
United Kingdom
$11.4M +$189K +6,183 +2%

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.