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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
SSP
1251
Sapphire Star Partners
Washington
$629K -$45.9K -1,500 -7%
PWM
1252
Perigon Wealth Management
California
$627K -$270K -8,817 -31%
CAG
1253
Csenge Advisory Group
Florida
$626K -$57.7K -1,887 -9%
BTNA
1254
Bremer Trust National Association
Minnesota
$625K -$47.9K -1,566 -7%
PI
1255
Parkside Investments
Illinois
$624K +$105K +3,438 +21%
CM
1256
Columbus Macro
Pennsylvania
$619K +$29.7K +972 +5%
LFA
1257
Landmark Financial Advisors
Kentucky
$618K +$184 +6 +0%
BFC
1258
Bedel Financial Consulting
Indiana
$617K -$6.51K -213 -1%
Simplex Trading
1259
Simplex Trading
Illinois
$614K -$8.25M -269,703 -93%
MIS
1260
Morningstar Investment Services
Illinois
$613K -$9.28M -303,387 -94%
BFO
1261
Boston Family Office
Massachusetts
$605K
EDRIA
1262
Edmonds Duncan Registered Investment Advisors
Kansas
$604K
TPWA
1263
TRUE Private Wealth Advisors
Oregon
$602K -$1.19K -39 -0.2%
ANB
1264
Amarillo National Bank
Texas
$602K +$13.4K +438 +2%
VWA
1265
V Wealth Advisors
Kansas
$598K -$1.56K -51 -0.3%
LC
1266
Lincoln Capital
Nebraska
$598K
WAG
1267
Winthrop Advisory Group
Massachusetts
$597K +$92 +3 +0%
ECM
1268
ETrade Capital Management
Virginia
$597K +$35.4K +1,158 +6%
SIM
1269
Sonora Investment Management
Arizona
$596K +$18.1K +591 +3%
CC
1270
Courier Capital
New York
$595K +$140K +4,581 +32%
CPA
1271
Capital Planning Advisors
California
$594K +$580K +18,966 New
AB
1272
AT Bancorp
Iowa
$593K -$18.4K -600 -3%
BAM
1273
Belpointe Asset Management
Nevada
$592K +$131K +4,269 +29%
CIM
1274
CIM Investment Management
Pennsylvania
$591K -$579K -18,918 -50%
FCB
1275
First Command Bank
Texas
$591K +$5.14K +168 +0.9%

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.