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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
PPA
26
Parametric Portfolio Associates
Washington
$516M +$7.57M +247,461 +2%
Swiss National Bank
27
Swiss National Bank
Switzerland
$508M -$18.9M -616,800 -4%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$490M -$19.5M -638,985 -4%
Deutsche Bank
29
Deutsche Bank
Germany
$475M -$299M -9,787,623 -39%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$473M +$5.84M +190,938 +1%
UBS AM
31
UBS AM
Illinois
$417M -$32.2M -1,051,974 -7%
LSV Asset Management
32
LSV Asset Management
Illinois
$411M -$18.6M -609,384 -4%
Adage Capital Partners
33
Adage Capital Partners
Massachusetts
$403M +$111M +3,634,515 +39%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$394M +$20.2M +661,119 +6%
TA
35
Teachers Advisors
New York
$384M +$17.8M +580,443 +5%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$381M +$19.1M +623,127 +5%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$374M -$25.2M -822,420 -6%
American Century Companies
38
American Century Companies
Missouri
$372M -$22.3M -728,250 -6%
Franklin Resources
39
Franklin Resources
California
$365M -$923K -30,168 -0.3%
JP Morgan Chase
40
JP Morgan Chase
New York
$358M +$24.4M +797,787 +8%
UBS Group
41
UBS Group
Switzerland
$355M -$12.2M -397,452 -3%
Capital World Investors
42
Capital World Investors
California
$340M +$32.1M +1,050,000 +11%
AAMU
43
Amundi Asset Management US
Massachusetts
$339M +$33.9M +1,108,173 +11%
ClearBridge Investments
44
ClearBridge Investments
New York
$311M -$6.87M -224,541 -2%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$304M +$55.2M +1,806,186 +23%
CSIA
46
Charles Schwab Investment Advisory
California
$293M +$1.57M +51,366 +0.6%
CA
47
Cullinan Associates
Kentucky
$291M -$2.77M -90,402 -1%
Invesco
48
Invesco
Georgia
$272M -$57.2M -1,870,848 -18%
CS
49
Credit Suisse
Switzerland
$268M +$3.66M +119,508 +1%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$263M +$5.51M +180,024 +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.