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Walmart Inc
WMT

1,917 hedge funds and large institutions have $79.7B invested in Walmart Inc in 2018 Q4 according to their latest regulatory filings, with 235 funds opening new positions, 679 increasing their positions, 755 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 235 | Existing positions closed: 103

56% more funds holding in top 10

Funds holding in top 10: 64 → 100 (+36)

6% more funds holding

Funds holding: 1,804 → 1,917 (+113)

0.26% more ownership

Funds ownership: 88.63% → 88.88% (+0.26%)

2% less capital invested

Capital invested by funds: $81.2B → $79.7B (-$1.56B)

10% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 755

22% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $1.74B

Holders
1,917
Holders Change
+113
Holders Change %
+6.26%
% of All Funds
42.7%
Holding in Top 10
100
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+56.25%
% of All Funds
2.23%
New
235
Increased
679
Reduced
755
Closed
103
Calls
$1.36B
Puts
$1.74B
Net Calls
-$383M
Net Calls Change
-$509M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$475M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$387M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$326M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$294M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$160M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$513M
2
BlackRock
BlackRock
New York
-$292M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$230M
4
LSV Asset Management
LSV Asset Management
Illinois
-$220M
5
Millennium Management
Millennium Management
New York
-$216M
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
26
Putnam Investments
Massachusetts
$546M +$25.6M +797,385 +5%
Swiss National Bank
27
Swiss National Bank
Switzerland
$510M +$6.65M +207,300 +1%
PPA
28
Parametric Portfolio Associates
Washington
$508M -$3.68M -114,870 -0.7%
Adage Capital Partners
29
Adage Capital Partners
Massachusetts
$458M +$60.9M +1,900,800 +15%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$454M +$65.3M +2,037,762 +16%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$446M -$40.4M -1,261,401 -8%
UBS AM
32
UBS AM
Illinois
$421M +$7.42M +231,507 +2%
Deutsche Bank
33
Deutsche Bank
Germany
$400M -$73.8M -2,300,661 -15%
JP Morgan Chase
34
JP Morgan Chase
New York
$399M +$45.5M +1,418,670 +12%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$379M +$1.12M +34,941 +0.3%
Capital World Investors
36
Capital World Investors
California
$373M +$36.1M +1,125,039 +10%
Franklin Resources
37
Franklin Resources
California
$364M +$1.94M +60,657 +0.5%
TA
38
Teachers Advisors
New York
$361M -$20.9M -651,993 -5%
UBS Group
39
UBS Group
Switzerland
$360M +$8.94M +278,706 +2%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$338M -$33.4M -1,040,610 -9%
CS
41
Credit Suisse
Switzerland
$312M +$47.8M +1,489,509 +17%
ClearBridge Investments
42
ClearBridge Investments
New York
$308M -$1.07M -33,420 -0.3%
American Century Companies
43
American Century Companies
Missouri
$303M -$68.6M -2,139,384 -18%
CSIA
44
Charles Schwab Investment Advisory
California
$290M -$194K -6,066 -0.1%
CA
45
Cullinan Associates
Kentucky
$289M -$395K -12,327 -0.1%
RJA
46
Raymond James & Associates
Florida
$276M +$109M +3,404,505 +62%
Invesco
47
Invesco
Georgia
$265M -$4.87M -151,935 -2%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$259M -$1.62M -50,673 -0.6%
Barclays
49
Barclays
United Kingdom
$244M +$120M +3,746,865 +91%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$242M +$3.25M +101,505 +1%
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WMT Hedge Fund Activity: Q4 2018 in Review

1,917 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q4 2018, worth a combined $79.7B — down 1.9% from $81.2B a quarter earlier.

Buyers outnumbered sellers: 235 funds opened new WMT positions and 103 closed out — a net gain of 132 holders — while 679 added to existing stakes and 755 trimmed.

The largest buyer was Bank of America, adding an estimated $475M. The largest seller was Goldman Sachs, cutting an estimated $513M.

  • 1,917 institutional investors held Walmart Inc (WMT) as of Q4 2018, up from 1,804 in Q3 2018.
  • Funds reported $79.7B of Walmart Inc stock for Q4 2018, down 1.9% quarter-over-quarter.
  • 235 funds opened new Walmart Inc positions in Q4 2018 and 103 closed out, a net change of +132 holders.
  • The largest Walmart Inc buyer in Q4 2018 was Bank of America, an estimated $475M added.
  • The largest Walmart Inc seller in Q4 2018 was Goldman Sachs, an estimated $513M sold.

Based on aggregated 13F filings for Q4 2018.