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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
CL
926
CPWM LLC
Washington
$1.62M +$18.1K +591 +1%
PTC
927
Private Trust Company
Ohio
$1.61M +$73K +2,388 +5%
BO
928
BRR OpCo
Ohio
$1.6M -$18.8K -615 -1%
FPCG
929
Fort Pitt Capital Group
Pennsylvania
$1.6M -$57.6K -1,884 -4%
BWM
930
BerganKDV Wealth Management
Minnesota
$1.6M +$10.1K +330 +0.7%
CG
931
Caprock Group
Idaho
$1.59M -$67.8K -2,217 -4%
RCAG
932
Rehmann Capital Advisory Group
Michigan
$1.59M +$23.2K +759 +2%
TC
933
Telemus Capital
Michigan
$1.58M +$127K +4,140 +9%
CBU
934
CIBC Bank USA
Illinois
$1.58M -$15.5K -507 -1%
BB
935
Busey Bank
Illinois
$1.58M +$7.16K +234 +0.5%
PMG
936
ProVise Management Group
Florida
$1.57M +$23K +753 +2%
WSTAM
937
Wilbanks Smith & Thomas Asset Management
Virginia
$1.56M -$170K -5,544 -10%
SNBOSCI
938
Security National Bank of Sioux City Iowa
Iowa
$1.56M +$140K +4,575 +10%
BP
939
Ballentine Partners
Massachusetts
$1.56M +$90.4K +2,955 +6%
TCM
940
Teza Capital Management
Illinois
$1.56M +$1.52M +49,803 New
SIAP
941
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.56M +$49.4K +1,614 +3%
ICM
942
IMS Capital Management
Oregon
$1.56M +$109K +3,564 +8%
BSB
943
Bangor Savings Bank
Maine
$1.55M -$29.9K -978 -2%
SFWA
944
Summit Financial Wealth Advisors
Louisiana
$1.55M +$210K +6,873 +16%
BOTW
945
Bank of the West
California
$1.55M +$8.07K +264 +0.5%
AssetMark Inc
946
AssetMark Inc
California
$1.55M +$1.1K +36 +0.1%
SMC
947
Smith, Moore & Co
Missouri
$1.54M +$62.9K +2,055 +4%
NI
948
Nepsis Inc
Minnesota
$1.53M -$674K -22,026 -31%
NC
949
NewSquare Capital
Pennsylvania
$1.52M +$92.8K +3,033 +7%
AP
950
Arlington Partners
Alabama
$1.52M +$191K +6,255 +15%

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.