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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
WHG
1151
Westwood Holdings Group
Texas
$883K +$118K +3,867 +16%
VIG
1152
Vienna Insurance Group
Poland
$883K +$7.16K +234 +0.8%
JGUA
1153
John G. Ullman & Associates
New York
$871K
NRS
1154
Neville Rodie & Shaw
New York
$864K -$12.3K -402 -1%
ABP
1155
Arthur B. Page
$864K -$2.29K -75 -0.3%
HIIFS
1156
Harel Insurance Investments & Financial Services
Israel
$863K -$551K -18,000 -40%
BCM
1157
Birmingham Capital Management
Alabama
$862K -$6.88K -225 -0.8%
FAIM
1158
Financial Advocates Investment Management
Washington
$851K -$32.4K -1,059 -4%
NHC
1159
Nicholas Hoffman & Company
Georgia
$849K -$727K -23,760 -47%
LCP
1160
Legacy Capital Partners
Wisconsin
$849K -$13.8K -450 -2%
TSWM
1161
Triangle Securities Wealth Management
North Carolina
$845K -$22.9K -750 -3%
UCMOK
1162
United Capital Management of KS
Kansas
$842K +$812K +26,535 New
SJIM
1163
St. Johns Investment Management
Florida
$839K -$1.01M -33,141 -55%
I2I
1164
Insight 2811 Inc
Illinois
$839K -$45.9K -1,500 -5%
Arrowstreet Capital
1165
Arrowstreet Capital
Massachusetts
$838K +$26.9K +879 +3%
MA
1166
Mutual Advisors
Nebraska
$834K +$122K +3,981 +18%
WLIM
1167
White Lighthouse Investment Management
Massachusetts
$831K
JAM
1168
JCIC Asset Management
Ontario, Canada
$831K +$33.3K +1,089 +4%
FM
1169
Forward Management
California
$830K -$205K -6,699 -20%
PI
1170
Pettee Investors
Connecticut
$830K
FANJ
1171
Financial Architects (New Jersey)
New Jersey
$829K +$80.9K +2,646 +11%
PCM
1172
Penserra Capital Management
California
$817K +$14.7K +480 +2%
SWM
1173
SeaCrest Wealth Management
New York
$815K +$41.6K +1,359 +6%
CFGS
1174
Concourse Financial Group Securities
Alabama
$812K +$794K +25,950 New
GSBTD
1175
Glenview State Bank Trust Department
Illinois
$808K

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.