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
FCBT
501
First Citizens Bank & Trust
North Carolina
$6.04M -$720K -23,538 -11%
PTC
502
Petrus Trust Company
Texas
$6M
Skandinaviska Enskilda Banken (SEB)
503
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.95M +$385K +12,600 +7%
ACC
504
Accident Compensation Corp
New Zealand
$5.94M -$358K -11,700 -6%
GIM
505
Goelzer Investment Management
Indiana
$5.92M -$31.7K -1,035 -0.5%
FIB
506
First Interstate Bank
Montana
$5.9M -$100K -3,282 -2%
BCM
507
BTC Capital Management
Iowa
$5.9M -$593K -19,374 -9%
FAB
508
First American Bank
Illinois
$5.9M +$5.76M +188,436 New
PGFC
509
Peapack-Gladstone Financial Corp
New Jersey
$5.89M +$212K +6,942 +4%
Fuller & Thaler Asset Management
510
Fuller & Thaler Asset Management
California
$5.87M -$2.64M -86,346 -32%
WA
511
Wasatch Advisors
Utah
$5.85M -$2.66K -87 -0%
Truist Financial
512
Truist Financial
North Carolina
$5.83M +$824K +26,946 +17%
CIP
513
Convergence Investment Partners
Florida
$5.82M -$1.64M -53,610 -22%
AWM
514
Arbor Wealth Management
Florida
$5.8M -$1.42M -46,419 -20%
AWM
515
Altavista Wealth Management
North Carolina
$5.77M -$65.1K -2,127 -1%
WB
516
WesBanco Bank
West Virginia
$5.77M +$2.4M +78,546 +74%
KRS
517
Kentucky Retirement Systems
Kentucky
$5.74M -$28.5K -933 -0.5%
FT
518
Fiduciary Trust
Massachusetts
$5.72M +$147K +4,791 +3%
HCM
519
Hodges Capital Management
Texas
$5.71M -$320K -10,452 -5%
FBC
520
Fairfield, Bush & Co
Connecticut
$5.71M -$369K -12,069 -6%
MC
521
Moors & Cabot
Massachusetts
$5.7M +$670K +21,918 +14%
BL
522
BCWM LLC
Kansas
$5.69M -$30.7K -1,005 -0.5%
ACM
523
Advent Capital Management
New York
$5.68M -$2.7M -88,392 -33%
IC
524
Inverness Counsel
New York
$5.68M +$3.85M +125,958 +227%
B
525
Barings
North Carolina
$5.65M +$551K +18,000 +11%

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.