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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
BPB
451
Badgley, Phelps & Bell
Washington
$7.49M +$62.6K +2,046 +0.9%
AC
452
AFAM Capital
Texas
$7.45M +$72.9K +2,382 +1%
ISL
453
Ingalls & Snyder LLC
New York
$7.43M +$5.79M +189,144 +393%
BA
454
Boston Advisors
Massachusetts
$7.42M +$284K +9,297 +4%
AAA
455
Adams Asset Advisors
Texas
$7.37M -$40.4K -1,320 -0.6%
MCM
456
Monarch Capital Management
Indiana
$7.36M -$316K -10,329 -4%
DWM
457
Dorchester Wealth Management
Quebec, Canada
$7.33M -$63.3K -2,070 -0.9%
Pacer Advisors
458
Pacer Advisors
Pennsylvania
$7.32M -$98.2K -3,210 -1%
II
459
IFM Investors
Australia
$7.31M +$994K +32,493 +16%
RC
460
RegentAtlantic Capital
New Jersey
$7.29M -$677K -22,137 -9%
PAG
461
Private Advisor Group
New Jersey
$7.28M +$3.1M +101,298 +77%
TSW
462
Thompson Siegel & Walmsley
Virginia
$7.16M -$510K -16,683 -7%
LIA
463
LS Investment Advisors
Michigan
$7.16M +$389K +12,708 +6%
GCMG
464
Gyroscope Capital Management Group
Florida
$7.1M +$75.2K +2,460 +1%
GCAC
465
Guardian Capital Advisors (Canada)
Ontario, Canada
$7.02M -$150K -4,920 -2%
ANBT
466
American National Bank & Trust
Texas
$6.95M +$1.77M +57,711 +35%
PA
467
Profund Advisors
Maryland
$6.94M +$1.33M +43,464 +24%
BFA
468
Bragg Financial Advisors
North Carolina
$6.92M +$162K +5,310 +2%
FSA
469
Financial Sense Advisors
California
$6.86M +$6.7M +219,087 New
Qube Research & Technologies (QRT)
470
Qube Research & Technologies (QRT)
United Kingdom
$6.81M +$6.66M +217,662 New
Macquarie Group
471
Macquarie Group
Australia
$6.73M +$133K +4,350 +2%
ACP
472
Ashfield Capital Partners
California
$6.72M -$259K -8,481 -4%
Wolverine Trading
473
Wolverine Trading
Illinois
$6.72M -$5.89M -192,564 -47%
FTC
474
Farmers Trust Company
Ohio
$6.7M +$388K +12,696 +6%
FG
475
Fiduciary Group
Georgia
$6.68M -$23.8K -777 -0.4%

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.