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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
PP
576
Paloma Partners
Connecticut
$4.37M -$4.54M -148,272 -51%
PC
577
Palo Capital
California
$4.35M +$20.9K +684 +0.5%
NEAM
578
New England Asset Management
Connecticut
$4.35M +$10.6K +345 +0.2%
CHC
579
City Holding Co
West Virginia
$4.35M +$106K +3,450 +3%
AIC
580
Argus Investors Counsel
New York
$4.34M -$110K -3,585 -3%
BDF
581
Balasa Dinverno & Foltz
$4.32M +$22.8K +744 +0.5%
W
582
Wealthfront
California
$4.32M +$352K +11,517 +9%
BIM
583
Bridges Investment Management
Nebraska
$4.32M -$76.2K -2,490 -2%
GFPC
584
Global Financial Private Capital
Florida
$4.32M +$2.86M +93,585 +211%
NIMI
585
Natixis Investment Managers International
France
$4.29M +$3.02M +98,613 +256%
MPWT
586
MassMutual Private Wealth & Trust
Connecticut
$4.25M +$133K +4,338 +3%
LM
587
Lincluden Management
Ontario, Canada
$4.25M -$134K -4,380 -3%
WMSA
588
Weiss Multi-Strategy Advisers
New York
$4.23M -$8.72M -285,000 -68%
BHWM
589
Bar Harbor Wealth Management
New Hampshire
$4.22M +$18.2K +594 +0.4%
CCT
590
Chemung Canal Trust
New York
$4.19M +$204K +6,684 +5%
CAPTRUST Financial Advisors
591
CAPTRUST Financial Advisors
North Carolina
$4.17M +$374K +12,231 +10%
PFS
592
Physicians Financial Services
North Carolina
$4.17M -$25.1K -822 -0.6%
SPC
593
Sigma Planning Corp
Michigan
$4.15M -$205K -6,690 -5%
WCM
594
Weik Capital Management
Pennsylvania
$4.13M -$65.2K -2,130 -2%
AWM
595
AE Wealth Management
Kansas
$4.13M +$500K +16,359 +14%
SC
596
SouthState Corp
Florida
$4.12M +$257K +8,418 +7%
WCM
597
Whitener Capital Management
North Carolina
$4.09M +$252K +8,241 +7%
CMTU
598
Capital Markets Trading (UK)
United Kingdom
$4.08M +$3.14M +102,813 +372%
AP
599
Advisor Partners
California
$4.07M +$203K +6,624 +5%
MCA
600
Mercer Capital Advisers
New Jersey
$4.05M -$8.63K -282 -0.2%

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.