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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
SXL
1176
Summit X LLC
Missouri
$808K +$84.6K +2,766 +12%
AWM
1177
Aries Wealth Management
Maine
$799K
FHC
1178
First Heartland Consultants
Missouri
$796K -$46.2K -1,512 -6%
EIA
1179
Edgemoor Investment Advisors
Maryland
$796K
BCM
1180
Breiter Capital Management
Florida
$793K +$85.2K +2,787 +12%
IB
1181
Intrust Bank
Kansas
$792K -$2.02K -66 -0.3%
GCM
1182
Gibraltar Capital Management
Oklahoma
$791K
AF
1183
Aldebaran Financial
$791K +$92 +3 +0%
Credit Agricole
1184
Credit Agricole
France
$786K -$282K -9,234 -27%
FHA
1185
Flagship Harbor Advisors
Massachusetts
$785K +$37.1K +1,212 +5%
GEA
1186
Glen Eagle Advisors
New Jersey
$781K +$10.5K +342 +1%
RAG
1187
Roof Advisory Group
Pennsylvania
$781K +$763K +24,957 New
CL
1188
Choreo LLC
Illinois
$774K -$139K -4,542 -16%
DE
1189
Day & Ennis
Georgia
$773K -$18.1K -591 -2%
NFG
1190
Nations Financial Group
Iowa
$770K +$32.5K +1,062 +5%
VHAM
1191
Van Hulzen Asset Management
California
$767K -$1.62M -52,872 -68%
MLIC
1192
Mandatum Life Insurance Company
Finland
$766K +$215K +7,020 +40%
CIP
1193
Cornerstone Investment Partners
Georgia
$764K
APG
1194
Abacus Planning Group
South Carolina
$762K -$15K -492 -2%
CPIG
1195
Chicago Partners Investment Group
Illinois
$762K +$280K +9,153 +66%
KFS
1196
Kurt F. Somerville
$761K -$11.5K -375 -2%
WFMPM
1197
Woodley Farra Manion Portfolio Management
Indiana
$759K
HFBOT
1198
Home Federal Bank of Tennessee
Tennessee
$757K -$8.26K -270 -1%
LC
1199
Lourd Capital
California
$757K +$740K +24,186 New
LSCM
1200
LaSalle Street Capital Management
Illinois
$750K -$679K -22,215 -48%

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.