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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
Lazard Asset Management
776
Lazard Asset Management
New York
$2.41M -$8.46M -276,714 -78%
SLG
777
Stanley-Laman Group
Pennsylvania
$2.41M -$65.7K -2,148 -3%
HCA
778
Horan Capital Advisors
Ohio
$2.4M -$34.2K -1,119 -1%
MM
779
Meridian Management
Arkansas
$2.4M
RFA
780
Reilly Financial Advisors
California
$2.4M +$166K +5,430 +8%
FFA
781
Fragasso Financial Advisors
Pennsylvania
$2.4M +$330K +10,785 +18%
IRF
782
IBM Retirement Fund
New York
$2.39M -$369K -12,078 -14%
RAM
783
RWC Asset Management
United Kingdom
$2.37M -$4.86M -159,042 -68%
AW
784
ACG Wealth
Georgia
$2.36M -$34K -1,110 -1%
VCM
785
Virtue Capital Management
Tennessee
$2.35M +$1.44M +47,193 +169%
RP
786
Riverbridge Partners
Minnesota
$2.35M -$34.5K -1,128 -1%
SAM
787
Strategy Asset Managers
California
$2.35M +$692K +22,620 +43%
CIM
788
CenturyLink Investment Management
Colorado
$2.33M -$273K -8,916 -11%
CCM
789
Crossvault Capital Management
Texas
$2.33M +$50.5K +1,650 +2%
MCM
790
Murphy Capital Management
New Jersey
$2.32M -$65.9K -2,154 -3%
NIC
791
Northwest Investment Counselors
Oregon
$2.31M -$72.8K -2,379 -3%
FA
792
FDx Advisors
Illinois
$2.3M +$1.11M +36,198 +97%
BSW
793
Buckingham Strategic Wealth
Missouri
$2.29M +$58K +1,896 +3%
TF
794
Tompkins Financial
New York
$2.29M +$1.41M +45,996 +169%
PCAP
795
Pratt Collard Advisory Partners
New York
$2.29M +$291K +9,525 +15%
AIM
796
AMI Investment Management
Indiana
$2.28M -$122K -3,975 -5%
QIM
797
Quest Investment Management
Oregon
$2.28M
SFG
798
SevenBridge Financial Group
Pennsylvania
$2.27M +$48.2K +1,575 +2%
SIM
799
Sterling Investment Management
Arizona
$2.27M -$20.3K -663 -0.9%
BCFS
800
Butensky & Cohen Financial Security
Florida
$2.27M +$12.5K +408 +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.