Walmart Inc
WMT
1,777 hedge funds and large institutions have $74.8B invested in Walmart Inc in 2018 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 752 increasing their positions, 684 reducing their positions, and 89 closing their positions.
27% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 89
10% more repeat investments, than reductions
Existing positions increased: 752 | Existing positions reduced: 684
0% more funds holding
Funds holding: 1,770 → 1,777 (+7)
0.51% less ownership
Funds ownership: 89.44% → 88.94% (-0.51%)
5% less capital invested
Capital invested by funds: $78.6B → $74.8B (-$3.8B)
6% less call options, than puts
Call options by funds: $1.52B | Put options by funds: $1.61B
20% less funds holding in top 10
Funds holding in top 10: 71 → 57 (-14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$547M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$420M |
| 3 |
Renaissance Technologies
New York
|
+$265M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$265M |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$153M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$718M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$655M |
| 3 |
Barclays
London,
United Kingdom
|
-$276M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$191M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$173M |
WMT Hedge Fund Activity: Q2 2018 in Review
1,777 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q2 2018, worth a combined $74.8B — down 4.8% from $78.6B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new WMT positions and 89 closed out — a net gain of 24 holders — while 752 added to existing stakes and 684 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $547M. The largest seller was T. Rowe Price Associates, cutting an estimated $718M.
- 1,777 institutional investors held Walmart Inc (WMT) as of Q2 2018, up from 1,770 in Q1 2018.
- Funds reported $74.8B of Walmart Inc stock for Q2 2018, down 4.8% quarter-over-quarter.
- 113 funds opened new Walmart Inc positions in Q2 2018 and 89 closed out, a net change of +24 holders.
- The largest Walmart Inc buyer in Q2 2018 was Wellington Management Group, an estimated $547M added.
- The largest Walmart Inc seller in Q2 2018 was T. Rowe Price Associates, an estimated $718M sold.
Based on aggregated 13F filings for Q2 2018.