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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
WPP
1126
Whalerock Point Partners
Rhode Island
$955K
ACA
1127
Atlas Capital Advisors
Wyoming
$953K -$70.7K -2,310 -7%
MSAM
1128
Moloney Securities Asset Management
Missouri
$952K -$11.2K -366 -1%
HCM
1129
Highlander Capital Management
New Jersey
$944K
Fiera Capital (Canada)
1130
Fiera Capital (Canada)
Quebec, Canada
$940K -$22K -720 -2%
TFCP
1131
Twin Focus Capital Partners
Massachusetts
$939K
CFA
1132
Carroll Financial Associates
North Carolina
$936K +$20.3K +663 +2%
EFSCE
1133
Enterprise Financial Services Corp (EFSC)
Missouri
$936K +$32.3K +1,056 +4%
DWT
1134
Dorsey & Whitney Trust
South Dakota
$931K -$30.6K -999 -3%
MPIA
1135
Mountain Pacific Investment Advisers
Idaho
$929K -$9.18K -300 -1%
WP
1136
WMS Partners
Maryland
$913K -$9.18K -300 -1%
IHL
1137
Investment House LLC
California
$913K
PAM
1138
Pegasus Asset Management
New York
$912K -$551 -18 -0.1%
IWM
1139
IHT Wealth Management
Illinois
$911K -$113K -3,687 -11%
PG
1140
Proffitt & Goodson
Tennessee
$910K -$45.2K -1,479 -5%
MMPW
1141
Mitchell McLeod Pugh & Williams
Alabama
$910K +$1.65K +54 +0.2%
SAM
1142
Summit Asset Management
Tennessee
$909K -$2.57K -84 -0.3%
AMG
1143
Asset Management Group
Connecticut
$901K +$4.77K +156 +0.5%
LGC
1144
Laurel Grove Capital
California
$898K +$15.3K +501 +2%
VFPI
1145
Vantage Financial Partners (Illinois)
Illinois
$897K +$18.4K +600 +2%
WP
1146
WealthSource Partners
California
$894K -$81.2K -2,655 -9%
MCM
1147
Maryland Capital Management
Maryland
$891K +$3.21K +105 +0.4%
FBT
1148
First Bankers Trust
Kentucky
$885K
MF
1149
Magnetar Financial
Illinois
$885K +$864K +28,260 New
DA
1150
Dillon & Associates
Michigan
$883K -$11K -360 -1%

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.