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Walmart Inc
WMT

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: 57 → 64 (+7)

9% more capital invested

Capital invested by funds: $74.8B → $81.2B (+$6.47B)

2% more funds holding

Funds holding: 1,777 → 1,804 (+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

Top Buyers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
+$239M
2
State Street
State Street
Massachusetts
+$199M
3
Millennium Management
Millennium Management
New York
+$127M
4
Holocene Advisors
Holocene Advisors
New York
+$124M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$111M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$299M
2
Renaissance Technologies
Renaissance Technologies
New York
-$285M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$171M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$127M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$126M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
826
Community Financial Services Group
Vermont
$2.11M -$84.4K -2,760 -4%
FF
827
Fluent Financial
Texas
$2.11M +$52.4K +1,713 +3%
PAM
828
Palisade Asset Management
Minnesota
$2.11M -$10.1K -330 -0.5%
RBA
829
Richard Bernstein Advisors
New York
$2.1M – – –
MIC
830
Meridian Investment Counsel
California
$2.1M – – –
PNC
831
Park National Corp
Ohio
$2.09M -$11.9K -390 -0.6%
PHS
832
Pekin Hardy Strauss
Illinois
$2.09M -$64.2K -2,100 -3%
PVWM
833
Point View Wealth Management
New Jersey
$2.08M -$9.54K -312 -0.5%
MJRIC
834
Mogy Joel R Investment Counsel
California
$2.07M -$16.5K -540 -0.8%
SFA
835
Stewardship Financial Advisors
Georgia
$2.07M +$27.3K +894 +1%
AWM
836
Avitas Wealth Management
California
$2.07M +$68K +2,223 +3%
PP
837
Pegasus Partners
Wisconsin
$2.06M +$104K +3,384 +5%
EA
838
Evanston Advisors
Illinois
$2.06M +$2.01M +65,823 New
BIM
839
Bridgecreek Investment Management
Oklahoma
$2.06M +$104K +3,405 +5%
DBIA
840
Dumont & Blake Investment Advisors
New Jersey
$2.05M +$42.2K +1,380 +2%
SSG
841
Summit Securities Group
New York
$2.05M +$1.64M +53,700 +459%
CT
842
CPF Texas
Texas
$2.04M +$573K +18,720 +40%
OI
843
Oakbrook Investments
Illinois
$2.04M +$298K +9,750 +18%
DI
844
Diligent Investors
California
$2.03M -$68.9K -2,253 -3%
RG
845
Rathbones Group
United Kingdom
$2.03M -$185K -6,051 -9%
ICOM
846
Investment Counselors of Maryland
Maryland
$2.02M +$64.2K +2,100 +3%
TWM
847
Torch Wealth Management
Ohio
$2M +$9.18K +300 +0.5%
CC
848
Cipher Capital
New York
$2M +$1.95M +63,831 New
RWA
849
Ropes Wealth Advisors
Massachusetts
$1.99M +$76.7K +2,508 +4%
FMW
850
Farr Miller & Washington
District of Columbia
$1.99M +$27.5K +900 +1%
32 33
34
35 36

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.