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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
MIM
526
Marco Investment Management
Georgia
$5.63M -$50.8K -1,662 -0.9%
AAM
527
Auxier Asset Management
Oregon
$5.62M -$115K -3,750 -2%
IIC
528
Ironwood Investment Counsel
Arizona
$5.6M -$30.6K -1,002 -0.6%
LA
529
Lynch & Associates
Indiana
$5.51M +$232K +7,599 +5%
LMGAM
530
Liberty Mutual Group Asset Management
Massachusetts
$5.43M -$133K -4,332 -2%
SPIA
531
Steward Partners Investment Advisory
New York
$5.38M -$362K -11,844 -6%
SCA
532
Stonebridge Capital Advisors
Minnesota
$5.36M +$339K +11,073 +7%
CAM
533
Carret Asset Management
New York
$5.34M -$130K -4,260 -2%
BFG
534
Beacon Financial Group
Texas
$5.22M -$133K -4,338 -3%
RCYC
535
Richard C. Young & Co
Rhode Island
$5.19M +$24.8K +810 +0.5%
SLI
536
Sumitomo Life Insurance
Japan
$5.15M -$85.7K -2,802 -2%
IA
537
IFP Advisors
Florida
$5.15M +$368K +12,045 +8%
SSB
538
Sandy Spring Bank
Maryland
$5.11M +$623K +20,382 +14%
MHIC
539
Marble Harbor Investment Counsel
Massachusetts
$5.1M +$14.2K +465 +0.3%
AMI
540
Amica Mutual Insurance
Rhode Island
$5.09M +$617K +20,169 +14%
AAIM
541
Asset Advisors Investment Management
Georgia
$5.08M +$4.96M +162,210 New
TRCT
542
Tower Research Capital (TRC)
New York
$5.08M +$2.94M +96,114 +145%
GF
543
Gabelli Funds
New York
$5.07M
ARTA
544
A.R.T. Advisors
New York
$5.04M +$4.93M +161,142 New
WPC
545
Waters Parkerson & Co
Louisiana
$5.02M -$232K -7,569 -5%
CCG
546
Cypress Capital Group
Florida
$5M +$316K +10,344 +7%
DIS
547
Diversified Investment Strategies
Louisiana
$4.95M -$91.8K -3,000 -2%
SWM
548
Segment Wealth Management
Texas
$4.89M -$275 -9 -0%
LI
549
Lafayette Investments
Maryland
$4.87M -$43.4K -1,419 -0.9%
ASN
550
Advisory Services Network
Georgia
$4.87M +$440K +14,400 +10%

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.