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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
SCM
751
Schnieders Capital Management
California
$2.62M +$372K +12,174 +17%
NIT
752
NumerixS Investment Technologies
British Columbia, Canada
$2.62M +$2.55M +83,397 New
NA
753
NewEdge Advisors
Louisiana
$2.61M +$130K +4,257 +5%
FMBTD
754
First Midwest Bank Trust Division
Illinois
$2.59M +$22.9K +750 +0.9%
Cetera Investment Advisers
755
Cetera Investment Advisers
Illinois
$2.59M +$122K +4,002 +5%
NB
756
NBT Bank
New York
$2.58M -$58.7K -1,920 -2%
ECML
757
Eagle Capital Management (Louisiana)
Louisiana
$2.57M +$70.3K +2,298 +3%
ST
758
Spinnaker Trust
Maine
$2.55M +$161K +5,265 +7%
KRSITF
759
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.55M -$12.7K -414 -0.5%
RG
760
Renaissance Group
Kentucky
$2.54M -$74.2K -2,427 -3%
BFEC
761
Benjamin F. Edwards & Company
Missouri
$2.53M +$35.7K +1,167 +1%
MBTD
762
Mechanics Bank - Trust Department
California
$2.53M +$23.8K +777 +1%
JFL
763
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.53M -$142K -4,650 -6%
AAM
764
AR Asset Management
California
$2.52M
CTA
765
Colonial Trust Advisors
South Carolina
$2.52M +$45.8K +1,497 +2%
FCMT
766
Founders Capital Management (Texas)
Texas
$2.52M +$63.3K +2,070 +3%
AIM
767
Acropolis Investment Management
Missouri
$2.51M +$63.3K +2,070 +3%
AAM
768
Azzad Asset Management
Virginia
$2.5M -$277K -9,072 -10%
WSFS
769
Wilmington Savings Fund Society
Delaware
$2.49M -$29.8K -975 -1%
VRM
770
Vectors Research Management
New York
$2.48M +$2.7M +88,389 New
GG
771
Gofen & Glossberg
Illinois
$2.46M +$176K +5,754 +8%
RCM
772
Radnor Capital Management
Pennsylvania
$2.45M +$45.9K +1,500 +2%
IA
773
IFG Advisory
Georgia
$2.45M +$119K +3,891 +5%
HPIA
774
Hamilton Point Investment Advisors
North Carolina
$2.44M +$12.8K +420 +0.5%
VFA
775
Voya Financial Advisors
Connecticut
$2.42M +$113K +3,687 +5%

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.