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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
LWCFA
676
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.19M +$44.3K +1,449 +1%
LNWWM
677
Laird Norton Wetherby Wealth Management
California
$3.18M +$41.9K +1,371 +1%
FNBOMD
678
First National Bank of Mount Dora
Florida
$3.17M -$1.02M -33,255 -25%
MC
679
MRJ Capital
New York
$3.17M
CA
680
Cetera Advisors
Colorado
$3.15M +$11.7K +384 +0.4%
SFS
681
Strategic Financial Services
New York
$3.14M -$79.4K -2,595 -3%
PI
682
PEAK6 Investments
Illinois
$3.12M +$3.05M +99,786 New
EP
683
Edgestream Partners
New Jersey
$3.12M +$2.61M +85,248 +594%
IC
684
Investment Counsel
Michigan
$3.11M -$79.6K -2,604 -3%
CRB
685
Chad R. Baker
$3.1M
CAL
686
Capital Analysts LLC
Pennsylvania
$3.1M -$6.06K -198 -0.2%
HCM
687
Horrell Capital Management
Arkansas
$3.09M +$12.5K +408 +0.4%
HAM
688
Highstreet Asset Management
Ontario, Canada
$3.09M -$1.31M -42,783 -30%
NIM
689
Northeast Investment Management
Massachusetts
$3.09M +$424K +13,878 +16%
PWAP
690
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.08M +$92 +3 +0%
EF
691
Exeter Financial
Arizona
$3.06M -$15.4K -504 -0.5%
WB
692
Webster Bank
Connecticut
$3.04M -$101K -3,300 -3%
SPC
693
Salient Private Client
Texas
$3.03M
BA
694
Baugh & Associates
Georgia
$3.03M +$22.9K +750 +0.8%
VFA
695
Valeo Financial Advisors
Indiana
$3.02M +$388K +12,675 +16%
BCM
696
Beck Capital Management
Texas
$3.01M -$23.7K -774 -0.8%
GJIC
697
Gamble Jones Investment Counsel
California
$3M -$197K -6,450 -6%
RGI
698
River Global Investors
United Kingdom
$2.98M
BRWM
699
B. Riley Wealth Management
Tennessee
$2.98M +$2.91M +95,025 New
MIG
700
McGuire Investment Group
Rhode Island
$2.97M +$2.9M +94,878 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.