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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
CIAS
976
Capital Investment Advisory Services
North Carolina
$1.4M +$81.7K +2,670 +6%
RA
977
RFG Advisory
Alabama
$1.4M +$59.6K +1,950 +5%
MCM
978
MAI Capital Management
Ohio
$1.4M -$10K -327 -0.7%
CIA
979
Covington Investment Advisors
Pennsylvania
$1.39M -$64.7K -2,115 -5%
ADL
980
Asset Dedication LLC
California
$1.38M -$37.9K -1,239 -3%
MIM
981
Miller Investment Management
Pennsylvania
$1.38M
CNBT
982
Canandaigua National Bank & Trust
New York
$1.38M +$6.42K +210 +0.5%
S
983
SimplyRich
California
$1.37M
TTWM
984
TCV Trust & Wealth Management
Virginia
$1.37M +$138K +4,500 +11%
KJHP
985
K.J. Harrison & Partners
Ontario, Canada
$1.37M +$291K +9,510 +28%
EHWM
986
Eads & Heald Wealth Management
Georgia
$1.36M -$5.05K -165 -0.4%
ST
987
Smithfield Trust
Pennsylvania
$1.36M
FWM
988
Focused Wealth Management
New York
$1.36M -$303K -9,906 -19%
KA
989
Kovack Advisors
Florida
$1.35M -$11.6K -378 -0.9%
RE
990
RBC Europe
United Kingdom
$1.35M
SM
991
Sciencast Management
New Jersey
$1.35M +$1.26M +41,058 New
ANRIA
992
American National Registered Investment Advisor
Texas
$1.35M
SNBOSD
993
Security National Bank of So Dak
Iowa
$1.34M -$3.21K -105 -0.2%
PWMAG
994
Pinnacle Wealth Management Advisory Group
New Jersey
$1.33M -$81.9K -2,679 -6%
GLA
995
Great Lakes Advisors
Illinois
$1.33M -$1.02M -33,273 -44%
FIM
996
Freedom Investment Management
Connecticut
$1.33M -$86.4K -2,826 -6%
FFBTD
997
First Financial Bank - Trust Division
Ohio
$1.31M -$65.9K -2,154 -5%
NMC
998
Nine Masts Capital
Hong Kong
$1.31M +$1.28M +41,760 New
TCOT
999
Trust Company of Toledo
Ohio
$1.31M -$14.8K -483 -1%
CLOS
1000
Compagnie Lombard Odier SCmA
Switzerland
$1.3M +$116K +3,780 +10%

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.