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
SMFG
1076
Sumitomo Mitsui Financial Group
Japan
$1.08M -$424K -13,854 -29%
SBWM
1077
Sunflower Bank Wealth Management
Arizona
$1.08M -$82.6K -2,700 -7%
PL
1078
Perpetual Ltd
Australia
$1.07M
PAM
1079
Private Asset Management
California
$1.07M +$10.6K +348 +1%
WPA
1080
Winning Points Advisors
Florida
$1.07M +$642K +21,000 +160%
BCP
1081
Blue Chip Partners
Michigan
$1.07M -$13.9K -453 -1%
DCM
1082
Dynamic Capital Management
Jersey
$1.06M +$1.04M +34,020 New
Squarepoint
1083
Squarepoint
New York
$1.06M -$2.47M -80,895 -70%
KCP
1084
KDI Capital Partners
North Carolina
$1.06M
MIH
1085
Meitav Investment House
Israel
$1.06M -$500K -16,353 -33%
BS
1086
Boenning & Scattergood
Pennsylvania
$1.06M -$56.8K -1,857 -5%
CCG
1087
Chatham Capital Group
Georgia
$1.05M -$138K -4,500 -12%
SMM
1088
Stadion Money Management
Georgia
$1.05M -$288K -9,417 -22%
LNC
1089
Lincoln National Corp
Pennsylvania
$1.05M -$65.4K -2,139 -6%
FPCM
1090
Financial Partners Capital Management
New York
$1.05M +$16.1K +525 +2%
FPB
1091
First PREMIER Bank
South Dakota
$1.05M +$88.7K +2,901 +9%
WI
1092
Wintrust Investments
Illinois
$1.05M -$12.5K -408 -1%
MGIA
1093
Moneta Group Investment Advisors
Missouri
$1.04M -$318K -10,398 -24%
BFS
1094
Bradley Foster & Sargent
Connecticut
$1.04M +$89.4K +2,922 +10%
SLT
1095
St Louis Trust
Missouri
$1.04M
POIA
1096
Pin Oak Investment Advisors
Texas
$1.04M -$61.5K -2,010 -6%
SCCM
1097
Schafer Cullen Capital Management
New York
$1.04M +$412K +13,455 +68%
PCA
1098
Peddock Capital Advisors
Massachusetts
$1.03M -$83.7K -2,736 -8%
HA
1099
Harbor Advisors
Florida
$1.03M
QCMC
1100
Quantum Capital Management (California)
California
$1.03M -$1.65K -54 -0.2%

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.