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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
RIA
1001
Regal Investment Advisors
Michigan
$1.3M +$232K +7,578 +22%
KAS
1002
Kemnay Advisory Services
New York
$1.3M -$101K -3,300 -7%
Jacobs Levy Equity Management
1003
Jacobs Levy Equity Management
New Jersey
$1.3M -$17.3M -564,720 -93%
PCM
1004
Parsons Capital Management
Rhode Island
$1.29M -$13.5K -441 -1%
ONB
1005
Old National Bancorp
Indiana
$1.29M +$235K +7,698 +23%
ECM
1006
Exchange Capital Management
Michigan
$1.29M -$31.3K -1,023 -2%
UA
1007
Unison Advisors
District of Columbia
$1.29M +$15K +489 +1%
AIM
1008
Aspen Investment Management
Michigan
$1.28M
GCM
1009
Gables Capital Management
Florida
$1.27M +$13.8K +450 +1%
MBT
1010
Montecito Bank & Trust
California
$1.27M +$431K +14,082 +53%
FMT
1011
First Mercantile Trust
Tennessee
$1.27M -$648K -21,192 -34%
ST
1012
Sentinel Trust
Texas
$1.27M -$1.11M -36,177 -47%
WCA
1013
Westover Capital Advisors
Delaware
$1.27M -$880K -28,782 -42%
KLI
1014
Kelman-Lazarov Inc
Tennessee
$1.27M -$45.8K -1,497 -4%
NSIM
1015
North Star Investment Management
Illinois
$1.27M -$13.7K -447 -1%
SWP
1016
Strategic Wealth Partners
Ohio
$1.26M +$138K +4,509 +13%
NL
1017
NVWM LLC
Pennsylvania
$1.26M +$11.1K +363 +0.9%
ACM
1018
Argent Capital Management
Missouri
$1.26M +$596K +19,500 +94%
LWAC
1019
Laurel Wealth Advisors (California)
California
$1.26M -$63.9K -2,088 -5%
WAAG
1020
Wealth Alliance Advisory Group
Kansas
$1.25M +$53.5K +1,749 +5%
QCIG
1021
Quad-Cities Investment Group
Iowa
$1.25M +$59.7K +1,953 +5%
SC
1022
Slow Capital
California
$1.25M +$60.1K +1,965 +5%
WAM
1023
Weatherly Asset Management
California
$1.25M +$40.6K +1,329 +3%
MPM
1024
Meritage Portfolio Management
Kansas
$1.25M
BBWA
1025
Bell & Brown Wealth Advisors
California
$1.24M +$68.5K +2,238 +6%

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.