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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
PP
801
Patten & Patten
Tennessee
$2.27M +$146K +4,776 +7%
CB
802
Cadence Bank
Mississippi
$2.27M -$153K -5,007 -6%
WIC
803
Woodmont Investment Counsel
Tennessee
$2.26M -$172K -5,634 -7%
BFA
804
Benedict Financial Advisors
Georgia
$2.25M -$7.98K -261 -0.4%
VF
805
Virtu Financial
New York
$2.24M +$1.74M +57,012 +395%
SCP
806
Syntal Capital Partners
Texas
$2.23M +$172K +5,622 +9%
B
807
Bellecapital
Switzerland
$2.23M -$34K -1,113 -2%
RVM
808
Robinson Value Management
Texas
$2.22M -$138K -4,506 -6%
GT
809
Greenleaf Trust
Michigan
$2.21M +$146K +4,782 +7%
CCT
810
Capital City Trust
Florida
$2.21M +$34.9K +1,140 +2%
APP
811
Avantax Planning Partners
Iowa
$2.2M +$48.4K +1,581 +2%
DRS
812
Deane Retirement Strategies
Louisiana
$2.2M -$1.1K -36 -0.1%
CG
813
CFO4Life Group
Texas
$2.2M -$260K -8,499 -11%
Koshinski Asset Management
814
Koshinski Asset Management
Illinois
$2.18M +$1.26M +41,037 +144%
HCM
815
Hengehold Capital Management
Ohio
$2.17M +$22K +720 +1%
CAI
816
Capital Advisors Inc
Oklahoma
$2.16M +$335K +10,938 +19%
SC
817
Sovarnum Capital
New York
$2.16M +$826K +27,000 +64%
CGM
818
Centenus Global Management
New York
$2.16M +$2.11M +69,000 New
HVIA
819
Hudson Valley Investment Advisors
New York
$2.15M -$55.3K -1,809 -3%
GIA
820
GHP Investment Advisors
Colorado
$2.15M +$94K +3,072 +5%
DCM
821
Dupont Capital Management
Delaware
$2.14M -$3.2M -104,466 -60%
MG
822
Mather Group
Illinois
$2.14M +$826K +27,018 +66%
PAMG
823
Patton Albertson Miller Group
Tennessee
$2.13M -$51.6K -1,686 -3%
SCA
824
Stokes Capital Advisors
South Carolina
$2.12M +$228K +7,440 +12%
CS
825
Candriam SCA
Luxembourg
$2.11M -$508K -16,614 -20%

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.