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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
CWP
651
Capital Wealth Planning
Florida
$3.52M +$413K +13,515 +14%
MYLI
652
Meiji Yasuda Life Insurance
Japan
$3.52M -$25.1K -819 -0.7%
DIP
653
DT Investment Partners
Pennsylvania
$3.51M +$250K +8,187 +8%
FB
654
Fulton Bank
Pennsylvania
$3.49M +$196K +6,402 +6%
CC
655
ClearArc Capital
Ohio
$3.49M +$12K +393 +0.4%
SCA
656
Spearhead Capital Advisors
Florida
$3.49M +$67.2K +2,196 +2%
CC
657
Cognios Capital
Kansas
$3.47M -$891K -29,130 -21%
BNP Paribas Asset Management
658
BNP Paribas Asset Management
France
$3.46M +$75.4K +2,466 +2%
RC
659
Roundview Capital
New Jersey
$3.45M +$918 +30 +0%
FFWA
660
FRG Family Wealth Advisors
Washington
$3.44M +$317K +10,350 +10%
WC
661
Woodstock Corp
Massachusetts
$3.43M -$4.59K -150 -0.1%
GFA
662
Gifford Fong Associates
California
$3.42M
WCM
663
Wedge Capital Management
North Carolina
$3.38M -$3.97M -129,717 -55%
BG
664
Bollard Group
Massachusetts
$3.37M +$604K +19,752 +22%
NC
665
Northpointe Capital
Michigan
$3.36M +$3.28M +107,268 New
CCM
666
Coldstream Capital Management
Washington
$3.35M +$239K +7,824 +8%
GSC
667
G&S Capital
Colorado
$3.34M -$192K -6,291 -6%
BAMF
668
BI Asset Management Fondsmaeglerselskab
Denmark
$3.3M +$1.62M +53,100 +102%
YMRC
669
Yorktown Management & Research Company
Virginia
$3.29M
CBB
670
Citizens Business Bank
California
$3.26M -$169K -5,538 -5%
AWP
671
Ascent Wealth Partners
New York
$3.25M +$61.4K +2,007 +2%
KOCAA
672
Knights of Columbus Asset Advisors
Connecticut
$3.24M +$18.4K +600 +0.6%
BG
673
Bahl & Gaynor
Ohio
$3.22M +$51.3K +1,677 +2%
MWM
674
Marietta Wealth Management
Georgia
$3.22M +$387K +12,654 +14%
FMWA
675
Forvis Mazars Wealth Advisors
Missouri
$3.2M +$604K +19,743 +24%

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.