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
EGA
1226
Eagle Global Advisors
Texas
$689K -$577K -18,852 -46%
FPCP
1227
Fort Point Capital Partners
California
$689K +$415K +13,563 +160%
PTB
1228
Pioneer Trust Bank
Oregon
$688K -$75.2K -2,460 -10%
MPAM
1229
Murphy Pohlad Asset Management
Minnesota
$674K -$10.6K -345 -2%
AWM
1230
Altium Wealth Management
New York
$673K +$79.6K +2,604 +14%
MTIM
1231
Marathon Trading Investment Management
Pennsylvania
$672K +$656K +21,453 New
LRPA
1232
L. Roy Papp & Associates
Arizona
$671K -$323K -10,551 -33%
LCM
1233
Liberty Capital Management
Michigan
$668K
MMG
1234
Monetary Management Group
Missouri
$667K
KWM
1235
Kingsview Wealth Management
Oregon
$666K -$96.9K -3,168 -13%
PHK
1236
Point72 Hong Kong
Hong Kong
$666K +$453K +14,826 +230%
LPIC
1237
LeJeune Puetz Investment Counsel
Michigan
$663K -$18.4K -600 -3%
WJA
1238
Williams Jones & Associates
New York
$662K -$99.4K -3,249 -13%
CC
1239
Cannell & Co
New York
$657K
WSC
1240
Wellington Shields & Co
New York
$657K +$94.1K +3,078 +17%
FWP
1241
FAS Wealth Partners
Kansas
$654K +$15.1K +495 +2%
CBA
1242
Coastal Bridge Advisors
Connecticut
$651K +$826 +27 +0.1%
CPO
1243
Cerity Partners OCIO
New York
$649K +$3.03K +99 +0.5%
TSS
1244
Two Sigma Securities
New York
$648K -$300K -9,801 -32%
EWM
1245
Edge Wealth Management
New York
$648K
CIC
1246
Carnegie Investment Counsel
Ohio
$639K -$1.03M -33,540 -63%
BPM
1247
Bowling Portfolio Management
Ohio
$639K -$19K -621 -3%
RM
1248
Resource Management
Louisiana
$637K +$30K +981 +5%
TWA
1249
TCI Wealth Advisors
Arizona
$637K +$32.3K +1,056 +5%
CNAM
1250
Campbell Newman Asset Management
Wisconsin
$630K

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.