We are live on ! Find out more
WMT icon

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
CCM
851
Cribstone Capital Management
Maine
$1.99M -$11K -360 -0.6%
Cerity Partners
852
Cerity Partners
New York
$1.98M -$332K -10,845 -15%
WCM
853
Windward Capital Management
California
$1.98M +$43.7K +1,428 +2%
MHS
854
M Holdings Securities
Oregon
$1.98M -$196K -6,408 -9%
HCM
855
Hudson Capital Management
New Jersey
$1.95M +$13.2K +432 +0.7%
HF
856
HRT Financial
New York
$1.95M +$1.08M +35,283 +131%
LNB
857
Ledyard National Bank
$1.94M -$40K -1,308 -2%
QAM
858
Quantres Asset Management
Cayman Islands
$1.94M +$1.89M +61,800 New
AIA
859
AIMZ Investment Advisors
California
$1.93M -$9.08K -297 -0.5%
FWCM
860
Ferguson Wellman Capital Management
Oregon
$1.92M -$6.88K -225 -0.4%
HTC
861
Haverford Trust Company
Pennsylvania
$1.91M +$126K +4,134 +7%
MCM
862
Matarin Capital Management
New York
$1.91M -$633K -20,709 -25%
SAM
863
Silvercrest Asset Management
New York
$1.91M -$48K -1,569 -3%
SFS
864
Sowell Financial Services
Arkansas
$1.9M +$1.86M +60,783 New
RG
865
Rikoon Group
New Mexico
$1.9M -$68.2K -2,229 -4%
CCP
866
Clifford Capital Partners
Utah
$1.9M +$64.6K +2,112 +4%
MMHP
867
Murphy Middleton Hinkle & Parker
Georgia
$1.9M
Kovitz Investment Group Partners
868
Kovitz Investment Group Partners
Illinois
$1.9M +$18.4K +600 +1%
CA
869
Clearstead Advisors
Ohio
$1.89M +$41.3K +1,350 +2%
FI
870
FormulaFolio Investments
Michigan
$1.89M -$630K -20,592 -25%
FEG
871
Fund Evaluation Group
Ohio
$1.88M -$404K -13,200 -18%
AF
872
Ally Financial
Michigan
$1.88M -$3.67M -120,000 -67%
BUB
873
BBVA USA Bancshares
Texas
$1.88M +$174K +5,679 +10%
GCM
874
Grisanti Capital Management
New York
$1.88M -$15.6K -510 -0.8%
FGP
875
Foyston, Gordon, & Payne
Ontario, Canada
$1.87M

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.