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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
Pzena Investment Management
51
Pzena Investment Management
New York
$253M -$66.7M -2,180,913 -21%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$241M -$6.36M -207,807 -3%
HMP
53
HS Management Partners
New York
$240M -$29.3M -958,185 -11%
Principal Financial Group
54
Principal Financial Group
Iowa
$240M -$3.74M -122,199 -2%
Asset Management One
55
Asset Management One
Japan
$230M +$1.78M +58,035 +0.8%
Allianz Asset Management
56
Allianz Asset Management
Germany
$226M -$45.3M -1,482,243 -17%
VOYA Investment Management
57
VOYA Investment Management
Georgia
$225M -$4.9M -160,125 -2%
PAM
58
Panagora Asset Management
Massachusetts
$216M +$29M +947,700 +16%
US Bancorp
59
US Bancorp
Minnesota
$216M +$8.03M +262,620 +4%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$216M -$9.33M -304,929 -4%
Millennium Management
61
Millennium Management
New York
$214M +$127M +4,156,395 +155%
Lord, Abbett & Co
62
Lord, Abbett & Co
New Jersey
$212M -$33.5M -1,094,979 -14%
Canada Life
63
Canada Life
Manitoba, Canada
$206M -$9.13M -298,383 -4%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$199M -$10.3M -337,596 -5%
Jennison Associates
65
Jennison Associates
New York
$190M -$3.81M -124,536 -2%
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$190M +$3.22M +105,234 +2%
SSM
67
Sound Shore Management
Connecticut
$187M +$6.28M +205,191 +4%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$186M -$2.29M -74,835 -1%
WRF
69
Waddell & Reed Financial
Kansas
$182M -$4.66M -152,490 -3%
Canada Pension Plan Investment Board
70
Canada Pension Plan Investment Board
Ontario, Canada
$180M -$32.9M -1,076,700 -16%
Prudential Financial
71
Prudential Financial
New Jersey
$172M +$2.33M +76,131 +1%
RJA
72
Raymond James & Associates
Florida
$171M -$22.8M -745,947 -12%
Caisse de Depot et Placement du Quebec (CDPQ)
73
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$166M -$7.17M -234,300 -4%
AG
74
Aperio Group
California
$159M +$1.39M +45,291 +0.9%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$159M -$896K -29,304 -0.6%

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.