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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
TIA
951
Trust Investment Advisors
Indiana
$1.51M -$4.59K -150 -0.3%
RIM
952
Rampart Investment Management
Connecticut
$1.51M +$4.77M +155,814 +352%
SIS
953
Sound Income Strategies
Florida
$1.51M +$351K +11,475 +31%
YIA
954
YHB Investment Advisors
Connecticut
$1.51M +$13.1K +429 +0.9%
GAMC
955
Garner Asset Management Corp
Texas
$1.51M +$242K +7,923 +20%
CI
956
CX Institutional
Indiana
$1.51M +$1.46M +47,853 +17,338%
PCC
957
Park Circle Company
Maryland
$1.5M
SACTSONJ
958
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.5M +$551K +18,000 +60%
CT
959
Cambridge Trust
Massachusetts
$1.5M +$39.5K +1,290 +3%
HSA
960
Hussman Strategic Advisors
Maryland
$1.5M -$918K -30,000 -39%
GLA
961
Good Life Advisors
Pennsylvania
$1.5M -$69.8K -2,283 -5%
MCM
962
Mitchell Capital Management
Kansas
$1.49M +$176K +5,757 +14%
SFM
963
Signet Financial Management
New Jersey
$1.48M
PWA
964
Providence Wealth Advisors
Illinois
$1.46M -$6.06K -198 -0.4%
GCC
965
Guardian Capital (Canada)
Ontario, Canada
$1.45M
ET
966
Equitable Trust
Tennessee
$1.43M +$7.25K +237 +0.5%
DPIM
967
Duff & Phelps Investment Management
Illinois
$1.43M -$22K -720 -2%
Carson Wealth (CWM LLC)
968
Carson Wealth (CWM LLC)
Nebraska
$1.42M +$648K +21,189 +87%
CIA
969
Choate Investment Advisors
Massachusetts
$1.42M -$27.1K -885 -2%
FLI
970
Family Legacy Inc
South Carolina
$1.41M -$88.6K -2,898 -6%
WA
971
Waverly Advisors
Alabama
$1.41M +$99.1K +3,240 +8%
BCM
972
Boltwood Capital Management
California
$1.41M -$9.18K -300 -0.7%
WCM
973
Windsor Capital Management
Arizona
$1.4M -$64K -2,091 -4%
BA
974
Bridgewater Associates
Connecticut
$1.4M -$14.1M -459,936 -91%
SP
975
Successful Portfolios
Florida
$1.4M -$57.6K -1,884 -4%

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.