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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
SCM
1101
Sterneck Capital Management
Missouri
$1.03M -$21.1K -690 -2%
WPC
1102
White Pine Capital
Minnesota
$1.02M +$34.9K +1,140 +4%
MCM
1103
Manchester Capital Management
Vermont
$1.02M +$2.29K +75 +0.2%
HCM
1104
Hall Capital Management
Rhode Island
$1.02M +$4.59K +150 +0.5%
JWA
1105
JFS Wealth Advisors
Pennsylvania
$1.01M +$92 +3 +0%
LJAC
1106
L.J. Altfest & Co
New York
$1.01M -$5.96K -195 -0.6%
DBRC
1107
D.B. Root & Company
Pennsylvania
$1.01M -$18.4K -600 -2%
IP
1108
Intellectus Partners
California
$1M -$63K -2,061 -6%
BWM
1109
Baystate Wealth Management
Massachusetts
$1M -$33.3K -1,089 -3%
AFP
1110
Ausdal Financial Partners
Iowa
$1M -$72.9K -2,382 -7%
MFWM
1111
Motley Fool Wealth Management
Virginia
$1M -$9.91K -324 -1%
NGA
1112
Naples Global Advisors
Florida
$996K -$10.3K -336 -1%
TBNY
1113
Trustco Bank (New York)
New York
$995K -$2.75K -90 -0.3%
IFS
1114
Ifrah Financial Services
Arkansas
$989K -$395K -12,930 -29%
VC
1115
Vicus Capital
Pennsylvania
$988K +$241K +7,890 +33%
Kayne Anderson Rudnick Investment Management
1116
Kayne Anderson Rudnick Investment Management
California
$987K
CCB
1117
Cutter & Co Brokerage
Missouri
$985K +$67.7K +2,214 +8%
BCA
1118
Benchmark Capital Advisors
New York
$979K -$13.8K -450 -1%
Jones Financial Companies
1119
Jones Financial Companies
Missouri
$976K -$31.8K -1,041 -3%
JSL
1120
JT Stratford LLC
Georgia
$966K -$92.5K -3,024 -9%
FFS
1121
Founders Financial Securities
Maryland
$963K +$1.65K +54 +0.2%
LWM
1122
Lenox Wealth Management
Ohio
$962K +$46.2K +1,512 +5%
ECM
1123
Elgethun Capital Management
South Dakota
$961K -$152K -4,956 -14%
EFS
1124
Essex Financial Services
Connecticut
$959K -$184 -6 -0%
CI
1125
CAZ Investments
Texas
$958K

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.