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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
TFA
601
Toth Financial Advisory
Virginia
$4.05M -$60.6K -1,980 -2%
Marshall Wace
602
Marshall Wace
United Kingdom
$4.05M -$26.1M -852,357 -87%
CCM
603
Chickasaw Capital Management
Tennessee
$4.02M +$16.1K +525 +0.4%
FMC
604
First Merchants Corp
Indiana
$4.02M -$67.3K -2,199 -2%
HWM
605
Holloway Wealth Management
Florida
$3.99M
TIM
606
Thompson Investment Management
Wisconsin
$3.99M -$30.8K -1,008 -0.8%
BIAS
607
Beacon Investment Advisory Services
New Jersey
$3.98M -$90.7K -2,964 -2%
KIA
608
KCM Investment Advisors
California
$3.97M +$1.86M +60,972 +92%
LB
609
Landmark Bank
Missouri
$3.96M -$27K -882 -0.7%
VIA
610
Vident Investment Advisory
Georgia
$3.96M +$227K +7,410 +6%
LIM
611
Leavell Investment Management
Alabama
$3.95M +$317K +10,362 +9%
JAM
612
Jolley Asset Management
North Carolina
$3.95M +$3.4K +111 +0.1%
Assenagon Asset Management
613
Assenagon Asset Management
Luxembourg
$3.94M +$603K +19,713 +19%
JCM
614
Jacobi Capital Management
Pennsylvania
$3.94M +$3.58K +117 +0.1%
MSWM
615
Mader & Shannon Wealth Management
Missouri
$3.92M -$335K -10,965 -8%
ABC
616
Associated Banc-Corp
Wisconsin
$3.92M +$103K +3,363 +3%
TNB
617
Thomasville National Bank
Georgia
$3.92M -$290K -9,492 -7%
AIM
618
Assured Investment Management
New York
$3.91M -$2.56M -83,793 -40%
GC
619
Grace Capital
Massachusetts
$3.91M -$369K -12,060 -9%
IFAM
620
Institutional & Family Asset Management
Colorado
$3.91M -$4.22K -138 -0.1%
TNBTD
621
Trustmark National Bank Trust Department
Mississippi
$3.88M +$15.4K +504 +0.4%
RIL
622
Rothschild Investment LLC
Illinois
$3.85M -$110K -3,600 -3%
ZCA
623
Zeke Capital Advisors
Pennsylvania
$3.85M +$9.36K +306 +0.2%
ECM
624
Estabrook Capital Management
New York
$3.85M -$101K -3,291 -3%
RMC
625
Resources Management Corp
Connecticut
$3.85M +$3.76M +122,949 New

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.