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Walmart Inc
WMT

1,917 hedge funds and large institutions have $79.7B invested in Walmart Inc in 2018 Q4 according to their latest regulatory filings, with 235 funds opening new positions, 679 increasing their positions, 755 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 235 | Existing positions closed: 103

56% more funds holding in top 10

Funds holding in top 10: 64 → 100 (+36)

6% more funds holding

Funds holding: 1,804 → 1,917 (+113)

0.26% more ownership

Funds ownership: 88.63% → 88.88% (+0.26%)

2% less capital invested

Capital invested by funds: $81.2B → $79.7B (-$1.56B)

10% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 755

22% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $1.74B

Holders
1,917
Holders Change
+113
Holders Change %
+6.26%
% of All Funds
42.7%
Holding in Top 10
100
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+56.25%
% of All Funds
2.23%
New
235
Increased
679
Reduced
755
Closed
103
Calls
$1.36B
Puts
$1.74B
Net Calls
-$383M
Net Calls Change
-$509M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$475M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$387M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$326M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$294M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$160M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$513M
2
BlackRock
BlackRock
New York
-$292M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$230M
4
LSV Asset Management
LSV Asset Management
Illinois
-$220M
5
Millennium Management
Millennium Management
New York
-$216M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
701
Stratos Wealth Partners
Ohio
$2.94M +$110K +3,444 +4%
AL
702
Arnhold LLC
New York
$2.93M – – –
AAM
703
Advisors Asset Management
Colorado
$2.93M +$54.6K +1,704 +2%
OCA
704
Otter Creek Advisors
Florida
$2.93M +$3.02M +94,257 New
CCM
705
Covington Capital Management
California
$2.92M +$13.6K +423 +0.5%
OAM
706
Oxford Asset Management
United Kingdom
$2.91M +$3.01M +93,732 New
IC
707
Investment Counsel
Michigan
$2.91M – – –
LPT
708
Legacy Private Trust
Wisconsin
$2.9M -$27.6K -861 -0.9%
WDA
709
Wendell David Associates
New Hampshire
$2.9M +$9.62K +300 +0.3%
BPM
710
Bronson Point Management
Connecticut
$2.89M -$15.4M -480,846 -84%
HC
711
HNP Capital
New York
$2.88M +$2.98M +92,928 New
AWM
712
Avitas Wealth Management
California
$2.88M +$851K +26,544 +40%
SFI
713
Susquehanna Fundamental Investments
Pennsylvania
$2.87M +$2.96M +92,478 New
WKWM
714
Walter & Keenan Wealth Management
Indiana
$2.87M -$62.4K -1,947 -2%
CBTWT
715
Community Bank & Trust (Waco, Texas)
Texas
$2.87M -$21.4K -669 -0.7%
EWM
716
Executive Wealth Management
Michigan
$2.87M +$2.96M +92,274 New
F
717
F3Logic
Minnesota
$2.86M +$2.62M +81,780 +804%
KOCAA
718
Knights of Columbus Asset Advisors
Connecticut
$2.85M -$370K -11,550 -11%
HT
719
Heritage Trust
Oklahoma
$2.85M +$62.4K +1,947 +2%
ECM
720
Everence Capital Management
Indiana
$2.84M – – –
CHA
721
Cedar Hill Associates
Illinois
$2.84M +$2.93M +91,515 New
MIG
722
McGuire Investment Group
Rhode Island
$2.84M -$113K -3,519 -4%
BCM
723
Beck Capital Management
Texas
$2.81M -$172K -5,370 -6%
GIM
724
Grassi Investment Management
California
$2.81M +$3.85K +120 +0.1%
HCM
725
Hutner Capital Management
Vermont
$2.8M +$23.6K +735 +0.8%
27 28
29
30 31

WMT Hedge Fund Activity: Q4 2018 in Review

1,917 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q4 2018, worth a combined $79.7B — down 1.9% from $81.2B a quarter earlier.

Buyers outnumbered sellers: 235 funds opened new WMT positions and 103 closed out — a net gain of 132 holders — while 679 added to existing stakes and 755 trimmed.

The largest buyer was Bank of America, adding an estimated $475M. The largest seller was Goldman Sachs, cutting an estimated $513M.

  • 1,917 institutional investors held Walmart Inc (WMT) as of Q4 2018, up from 1,804 in Q3 2018.
  • Funds reported $79.7B of Walmart Inc stock for Q4 2018, down 1.9% quarter-over-quarter.
  • 235 funds opened new Walmart Inc positions in Q4 2018 and 103 closed out, a net change of +132 holders.
  • The largest Walmart Inc buyer in Q4 2018 was Bank of America, an estimated $475M added.
  • The largest Walmart Inc seller in Q4 2018 was Goldman Sachs, an estimated $513M sold.

Based on aggregated 13F filings for Q4 2018.