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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
LDB
426
Lee, Danner & Bass
Tennessee
$8.48M -$103K -3,366 -1%
PA
427
Pinnacle Associates
New York
$8.37M +$247K +8,085 +3%
VV
428
Verity & Verity
South Carolina
$8.35M +$4.59K +150 +0.1%
Daiwa Securities Group
429
Daiwa Securities Group
Japan
$8.34M +$101K +3,315 +1%
PP
430
Peconic Partners
New York
$8.32M +$8.13M +265,860 New
PSUF
431
People's United Financial
Connecticut
$8.28M -$397K -12,978 -5%
BCM
432
Buckhead Capital Management
Georgia
$8.27M -$7.16K -234 -0.1%
SIRP
433
Shelter Insurance Retirement Plan
Missouri
$8.27M
EDRH
434
Edmond de Rothschild Holding
Switzerland
$8.21M -$467K -15,270 -6%
HC
435
Henshaw Capital
Massachusetts
$8.19M
FAAS
436
First Allied Advisory Services
California
$8.19M +$848K +27,732 +12%
BC
437
Burney Company
Virginia
$8.16M -$988K -32,304 -11%
FWIA
438
Fort Washington Investment Advisors
Ohio
$8.09M +$12.8K +417 +0.2%
OPCM
439
Osborne Partners Capital Management
California
$8.03M -$47.9K -1,566 -0.6%
LS
440
Livforsakringsbolaget Skandia
Sweden
$7.92M -$3.97M -129,900 -34%
FSA
441
Franklin Street Advisors
North Carolina
$7.9M +$7.72M +252,345 New
LSERS
442
Louisiana State Employees Retirement System
Louisiana
$7.89M -$101K -3,300 -1%
CFB
443
Cullen/Frost Bankers
Texas
$7.84M -$2.02M -65,913 -21%
MYIA
444
Mount Yale Investment Advisors
Colorado
$7.82M +$181K +5,925 +3%
FNT
445
First Nebraska Trust
Nebraska
$7.8M -$93.3K -3,051 -1%
MYAM
446
Meiji Yasuda Asset Management
Japan
$7.75M +$134K +4,380 +2%
SCM
447
Silvant Capital Management
Georgia
$7.67M -$49.6K -1,623 -0.7%
PL
448
Parthenon LLC
Kentucky
$7.62M -$524K -17,118 -7%
WT
449
Washington Trust
Rhode Island
$7.6M -$428K -14,007 -5%
FA
450
Financial Advantage
Maryland
$7.56M +$50.1K +1,638 +0.7%

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.