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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
OIA
876
OneDigital Investment Advisors
Kansas
$1.87M +$121K +3,942 +7%
CIA
877
Capital Investment Advisors
Georgia
$1.86M -$14.8K -483 -0.8%
ST
878
Somerset Trust
Pennsylvania
$1.85M +$15.3K +501 +0.9%
OIA
879
Optimum Investment Advisors
Illinois
$1.85M -$36.5K -1,194 -2%
DT
880
Diversified Trust
Tennessee
$1.83M -$5.05K -165 -0.3%
PH
881
Pinnacle Holdings
Oklahoma
$1.83M -$7.07K -231 -0.4%
BO
882
Bank OZK
Arkansas
$1.83M -$196K -6,408 -10%
AWA
883
ARS Wealth Advisors
Florida
$1.83M +$321K +10,479 +22%
WCM
884
Wunderlich Capital Managemnt
Tennessee
$1.82M -$97.1K -3,174 -5%
SFFS
885
Stonehage Fleming Financial Services
Jersey
$1.82M -$798K -26,100 -31%
ICP
886
Ironvine Capital Partners
Nebraska
$1.81M
Rockefeller Capital Management
887
Rockefeller Capital Management
New York
$1.81M -$64.2K -2,100 -4%
MC
888
Martin & Co
Tennessee
$1.81M -$26.2K -855 -1%
CS
889
Comerica Securities
Michigan
$1.8M +$12.8K +420 +0.7%
FAM
890
Fred Alger Management
New York
$1.79M -$12.2K -399 -0.7%
CDH
891
Charles D. Hyman
$1.78M -$5.51K -180 -0.3%
TFA
892
Transamerica Financial Advisors
Florida
$1.77M +$15.9K +519 +0.9%
WAM
893
Wealthspire Advisors (Maryland)
Maryland
$1.76M -$34.8K -1,137 -2%
PHIMC
894
Private Harbour Investment Management & Counsel
Ohio
$1.76M -$68.1K -2,226 -4%
NG
895
Northstar Group
New York
$1.75M +$17.1K +558 +1%
TG
896
TCW Group
California
$1.75M +$24.8K +810 +1%
QC
897
Quadrature Capital
United Kingdom
$1.75M +$1.71M +55,872 New
CPIM
898
Columbia Partners Investment Management
Virginia
$1.75M +$1.71M +55,869 New
BWA
899
BDO Wealth Advisors
Florida
$1.74M +$1.56K +51 +0.1%
GIP
900
Greatmark Investment Partners
Georgia
$1.74M +$147K +4,800 +9%

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.