We are live on ! Find out more
WMT icon

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
CA
476
Callahan Advisors
Texas
$6.67M -$329K -10,767 -5%
MAM
477
Mastrapasqua Asset Management
Tennessee
$6.66M +$10.1K +330 +0.2%
NEI
478
Northwest & Ethical Investments
Ontario, Canada
$6.66M +$897K +29,334 +16%
Massachusetts Financial Services
479
Massachusetts Financial Services
Massachusetts
$6.6M -$162K -5,292 -2%
RP
480
Rowlandmiller & Partners
Georgia
$6.6M -$36.7K -1,200 -0.6%
CWM
481
Calamos Wealth Management
Illinois
$6.56M +$262K +8,565 +4%
UR
482
USCA RIA
Texas
$6.54M -$98.7K -3,228 -2%
LK
483
Lumbard & Kellner
New Hampshire
$6.52M -$128K -4,200 -2%
DnB Asset Management
484
DnB Asset Management
Norway
$6.51M -$229K -7,500 -3%
SCM
485
Sitrin Capital Management
California
$6.47M +$127K +4,143 +2%
PGIM
486
Pacific Global Investment Management
California
$6.46M -$75.1K -2,454 -1%
CBN
487
Cadence Bank NA
Texas
$6.42M +$153K +4,995 +2%
WIA
488
Wealthstreet Investment Advisors
Texas
$6.39M -$48.9K -1,599 -0.8%
DY
489
Dowling & Yahnke
California
$6.38M -$102K -3,336 -2%
GG
490
Greenwood Gearhart
Arkansas
$6.33M -$5.3M -173,283 -46%
Public Sector Pension Investment Board (PSP Investments)
491
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.33M -$1.26M -41,100 -17%
BHB
492
Bank Hapoalim BM
Israel
$6.32M +$2.92M +95,310 +90%
BRCM
493
Bright Rock Capital Management
Massachusetts
$6.29M
GCA
494
Greenwood Capital Associates
South Carolina
$6.22M +$1.43M +46,605 +31%
SFA
495
Sequoia Financial Advisors
Ohio
$6.22M -$75.8K -2,478 -1%
DAC
496
Dividend Assets Capital
South Carolina
$6.12M -$24.2K -792 -0.4%
CC
497
Carlson Capital
Texas
$6.1M +$5.96M +195,000 New
HT
498
HAP Trading
New York
$6.09M -$352K -11,517 -6%
WIC
499
Willis Investment Counsel
Georgia
$6.05M +$5.91M +193,356 New
CIM
500
Cambria Investment Management
California
$6.05M -$323K -10,557 -5%

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.