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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
GGI
1026
Godsey & Gibb Inc
Virginia
$1.24M -$18.7K -612 -2%
1WA
1027
180 Wealth Advisors
Washington
$1.24M +$89.3K +2,919 +8%
IBOK
1028
Independence Bank of Kentucky
Kentucky
$1.23M -$198K -6,486 -14%
LSA
1029
L & S Advisors
California
$1.23M +$334K +10,920 +38%
SFSG
1030
Stearns Financial Services Group
North Carolina
$1.23M -$19.2K -627 -2%
PFBT
1031
Parkside Financial Bank & Trust
Missouri
$1.23M +$6.06K +198 +0.5%
ACI
1032
Alpha Cubed Investments
California
$1.23M +$863K +28,212 +287%
OGC
1033
Oak Grove Capital
New Hampshire
$1.23M -$3.9M -127,566 -76%
GC
1034
Gratus Capital
Georgia
$1.23M -$18.4K -600 -2%
WEC
1035
Winslow Evans & Crocker
Massachusetts
$1.23M +$10.5K +342 +0.9%
AHC
1036
Adell Harriman & Carpenter
Texas
$1.22M +$96.9K +3,168 +9%
CIA
1037
Cascade Investment Advisors
Oregon
$1.22M -$16.1K -525 -1%
BFC
1038
Blue Fin Capital
Rhode Island
$1.21M -$4.59K -150 -0.4%
FCFC
1039
First Commonwealth Financial Corp
Pennsylvania
$1.21M -$35.1K -1,146 -3%
BHIA
1040
Birch Hill Investment Advisors
Massachusetts
$1.2M +$61.9K +2,025 +6%
NIA
1041
Northstar Investment Advisors
Colorado
$1.2M -$9.45K -309 -0.8%
WS
1042
Wedbush Securities
California
$1.2M +$2.57K +84 +0.2%
JFA
1043
Johanson Financial Advisors
California
$1.19M +$43.2K +1,413 +4%
PL
1044
Plancorp LLC
Missouri
$1.19M -$184 -6 -0%
FDS
1045
Freedom Day Solutions
Texas
$1.18M +$388K +12,669 +50%
GI
1046
GAMCO Investors
Connecticut
$1.17M -$22.9K -750 -2%
TCOV
1047
Trust Company of Vermont
Vermont
$1.17M +$47.3K +1,545 +4%
PL
1048
Polianta Ltd
Jersey
$1.16M +$1.14M +37,200 New
DCM
1049
Driehaus Capital Management
Illinois
$1.16M +$235K +7,692 +26%
FNBTCON
1050
First National Bank & Trust Co of Newtown
Pennsylvania
$1.16M +$6.61K +216 +0.6%

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.