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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
WAM
401
World Asset Management
Michigan
$9.61M -$120K -3,921 -1%
LBC
402
Lowe Brockenbrough & Co
Virginia
$9.48M -$92 -3 -0%
RC
403
RBF Capital
California
$9.39M -$229K -7,500 -2%
LCM
404
Landscape Capital Management
New Jersey
$9.36M
MML Investors Services
405
MML Investors Services
Massachusetts
$9.32M +$4.39M +143,439 +93%
Westfield Capital Management
406
Westfield Capital Management
Massachusetts
$9.32M -$135K -4,425 -1%
LKIM
407
Lawson Kroeker Investment Management
Nebraska
$9.31M +$1.01M +32,865 +12%
WCMN
408
Westchester Capital Management (Nebraska)
Nebraska
$9.28M +$159K +5,190 +2%
PWPCM
409
Perella Weinberg Partners Capital Management
New York
$9.28M -$1.47M -48,183 -14%
Mirae Asset Global Investments
410
Mirae Asset Global Investments
South Korea
$9.22M +$3.84M +125,610 +74%
CTI
411
Community Trust & Investment
Kentucky
$9.17M +$4.41M +144,321 +97%
SCA
412
Stillwater Capital Advisors
Pennsylvania
$9.13M +$512K +16,752 +6%
SIM
413
Sentry Investment Management
Wisconsin
$9.12M
DADC
414
D.A. Davidson & Co
Montana
$9.11M +$167K +5,460 +2%
HA
415
Hamel Associates
New Jersey
$9.05M +$15.1K +495 +0.2%
ATC
416
Argent Trust Co
Tennessee
$9.05M -$190K -6,198 -2%
BDS
417
Banco de Sabadell
Florida
$8.91M +$2.2M +71,823 +34%
Natixis Advisors
418
Natixis Advisors
Massachusetts
$8.77M +$1.02M +33,384 +14%
First Manhattan
419
First Manhattan
New York
$8.65M -$248K -8,094 -3%
CSS
420
Cubist Systematic Strategies
Connecticut
$8.64M +$5.55M +181,329 +192%
GAM
421
Griffin Asset Management
New York
$8.6M +$253K +8,283 +3%
FNBT
422
FineMark National Bank & Trust
Florida
$8.58M -$1.83M -59,958 -18%
FBP
423
Flippin Bruce & Porter
Virginia
$8.54M +$216K +7,068 +3%
SB
424
Simmons Bank
Arkansas
$8.51M +$119K +3,876 +1%
AIL
425
AGF Investments LLC
Ontario, Canada
$8.51M -$6.4M -209,274 -44%

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.