We are live on ! Find out more
WMT icon

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
BCM
1051
Bluefin Capital Management
New York
$1.16M +$1.13M +36,942 New
SCM
1052
SOL Capital Management
Maryland
$1.15M +$8.72K +285 +0.8%
FRM
1053
Fox Run Management
Connecticut
$1.15M +$368K +12,024 +48%
WA
1054
Wheatland Advisors
Pennsylvania
$1.15M +$2.39K +78 +0.2%
LMAM
1055
Legg Mason Asset Management
Japan
$1.15M -$64.2K -2,100 -5%
SAMC
1056
Spectrum Asset Management (California)
California
$1.14M +$1.11M +36,450 New
HI
1057
Horizon Investments
North Carolina
$1.14M +$22.8K +747 +2%
WA
1058
WBH Advisory
Maryland
$1.13M +$10.2K +333 +0.9%
BAS
1059
Brown Advisory Securities
Maryland
$1.13M -$38K -1,242 -3%
WSCM
1060
Wellington Shields Capital Management
New York
$1.13M +$1.01K +33 +0.1%
HWA
1061
HCR Wealth Advisors
California
$1.12M -$40K -1,308 -4%
IIA
1062
IPG Investment Advisors
California
$1.12M +$89.7K +2,931 +9%
HSA
1063
HBK Sorce Advisory
Pennsylvania
$1.12M +$1.38K +45 +0.1%
AF
1064
Advisornet Financial
Minnesota
$1.12M +$510K +16,689 +87%
PFGIA
1065
Patriot Financial Group Insurance Agency
Massachusetts
$1.11M +$148K +4,827 +16%
SAM
1066
Symphony Asset Management
California
$1.11M +$1.08M +35,325 New
SWK
1067
Stephen W. Kidder
$1.1M
FFSOTS
1068
Fiduciary Financial Services of The Southwest
Texas
$1.1M +$16.1K +525 +2%
CCG
1069
Ceeto Capital Group
Florida
$1.09M
RGC
1070
Roberts, Glore & Co
Illinois
$1.09M
LCM
1071
Logan Capital Management
Pennsylvania
$1.09M +$17.4K +570 +2%
SYBT
1072
Stock Yards Bank & Trust
Kentucky
$1.09M +$96.3K +3,150 +10%
BFM
1073
Boston Financial Management
Massachusetts
$1.09M +$55.1K +1,800 +5%
SS
1074
Simplicity Solutions
Minnesota
$1.09M +$159K +5,193 +18%
SAM
1075
Seelaus Asset Management
New Jersey
$1.08M +$1.06M +34,650 New

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.