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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
FCFS
1276
First Command Financial Services
Texas
$591K +$5.14K +168 +0.9%
IRC
1277
Investors Research Corp
Georgia
$587K +$9.18K +300 +2%
DAM
1278
Diamant Asset Management
Connecticut
$587K +$78K +2,550 +16%
FFA
1279
First Foundation Advisors
California
$584K +$826 +27 +0.1%
HB
1280
Homrich & Berg
Georgia
$583K +$9.18K +300 +2%
EAM
1281
Evanson Asset Management
California
$582K -$19.2K -627 -3%
WCM
1282
Wallace Capital Management
Texas
$580K -$4.73M -154,575 -89%
WIA
1283
Westbourne Investment Advisors
Maryland
$580K -$114K -3,735 -17%
AB
1284
Atlas Brown
Kentucky
$580K +$5.87K +192 +1%
LBC
1285
Lawrence B. Cohen
$578K
VNA
1286
Valley National Advisers
Pennsylvania
$577K +$105K +3,447 +23%
HH
1287
Hilltop Holdings
Texas
$577K +$138K +4,503 +32%
EWA
1288
Exencial Wealth Advisors
Oklahoma
$576K -$113K -3,702 -17%
EIM
1289
Essex Investment Management
Massachusetts
$573K -$13.8K -450 -2%
CRC
1290
Curi RMB Capital
Illinois
$573K +$226K +7,401 +68%
HFM
1291
Hartford Financial Management
Connecticut
$571K +$10.6K +348 +2%
SSWM
1292
Sheets Smith Wealth Management
North Carolina
$569K -$8.07K -264 -1%
CG
1293
Colony Group
Massachusetts
$568K +$21.8K +714 +4%
CAM
1294
Cozad Asset Management
Illinois
$566K +$5.69K +186 +1%
CWM
1295
Chesapeake Wealth Management
Virginia
$565K -$78.9K -2,580 -12%
LJHT
1296
Laurie J. Hall Trustee
$563K
WF
1297
WealthTrust Fairport
Ohio
$563K
NJBEST
1298
New Jersey Better Educational Savings Trust
New Jersey
$563K +$551K +18,000 New
CAM
1299
Columbia Asset Management
Michigan
$561K +$92 +3 +0%
JGIA
1300
Jackson Grant Investment Advisers
Connecticut
$559K +$2.85K +93 +0.5%

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.