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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
NMIFOAC
726
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.77M +$551K +18,000 +26%
SCA
727
Snowden Capital Advisors
New York
$2.77M +$693K +22,644 +34%
FMB
728
Field & Main Bank
Kentucky
$2.77M -$34.6K -1,131 -1%
OCM
729
One Capital Management
California
$2.77M +$90.7K +2,964 +3%
EMG
730
ETF Managers Group
New Jersey
$2.76M -$115K -3,774 -4%
PAI
731
Pittenger & Anderson Inc
Nebraska
$2.76M +$211K +6,897 +8%
SAM
732
SignalPoint Asset Management
Missouri
$2.74M -$53K -1,734 -2%
ACM
733
Alpha Capital Management
Texas
$2.74M +$40.7K +1,332 +2%
AAMA
734
Advanced Asset Management Advisors
Ohio
$2.73M -$297K -9,711 -10%
RMSCM
735
R.M. Sincerbeaux Capital Management
New York
$2.73M
PFPT
736
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.73M +$1.21M +39,516 +83%
CWS
737
Cypress Wealth Services
California
$2.71M +$826 +27 +0%
HAI
738
Hennessy Advisors Inc
California
$2.71M -$82.6K -2,700 -3%
QSS
739
Quantitative Systematic Strategies
Florida
$2.7M +$1.61M +52,788 +157%
PFS
740
Prospera Financial Services
Texas
$2.69M -$366K -11,976 -12%
FHB
741
First Hawaiian Bank
Hawaii
$2.68M +$1.85M +60,504 +242%
FLPIM
742
F.L. Putnam Investment Management
Massachusetts
$2.66M -$180K -5,895 -6%
SSI
743
Scott & Selber Inc
Texas
$2.65M +$2.59M +84,585 New
OIM
744
Orca Investment Management
Oregon
$2.64M -$21.5K -702 -0.8%
DWM
745
Dakota Wealth Management
Florida
$2.63M +$1.43M +46,728 +125%
MWNA
746
Marshall Wace North America
New York
$2.63M -$9.64M -315,321 -79%
CCA
747
Checchi Capital Advisers
California
$2.63M +$314K +10,272 +14%
EWM
748
Evercore Wealth Management
New York
$2.63M +$250K +8,163 +11%
NB
749
Northwest Bancshares
Pennsylvania
$2.63M +$171K +5,595 +7%
HWA
750
Heritage Wealth Advisors
Virginia
$2.62M +$285K +9,312 +13%

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.