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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
AC
1301
Abbrea Capital
California
$559K +$26.2K +855 +5%
ITIM
1302
Indiana Trust & Investment Management
Indiana
$555K
OWD
1303
Osborn Williams & Donohoe
Ohio
$555K
WPW
1304
Winthrop Partners - WNY
New York
$549K
BFG
1305
Barber Financial Group
Kansas
$549K +$18.4K +600 +4%
FNBOH
1306
First National Bank of Hutchinson
Kansas
$548K +$24K +786 +5%
XS
1307
XR Securities
Illinois
$544K -$1.09M -35,772 -67%
BTW
1308
Boston Trust Walden
Massachusetts
$539K
ECM
1309
Evergreen Capital Management
Washington
$539K +$29.6K +969 +6%
WC
1310
Whitney & Co
New York
$538K -$89.3K -2,919 -16%
VCM
1311
Violich Capital Management
California
$533K
B
1312
Bridgeworth
Alabama
$532K +$33.2K +1,086 +7%
CC
1313
Cedar Capital
Illinois
$529K +$9.18K +300 +2%
NL
1314
NWAM LLC
Washington
$528K +$130K +4,248 +34%
ACP
1315
Aviance Capital Partners
Florida
$528K +$182K +5,943 +54%
SKK
1316
Shepherd Kaplan Krochuk
Massachusetts
$526K -$91.8K -3,000 -15%
WC
1317
Whitnell & Co
Illinois
$525K -$27.5K -900 -5%
SBSB
1318
Sullivan, Bruyette, Speros & Blaney
Virginia
$523K +$7.07K +231 +1%
CCM
1319
Courage Capital Management
Tennessee
$521K
BCM
1320
BlueCrest Capital Management
Jersey
$519K -$701K -22,917 -58%
ACM
1321
AlphaStar Capital Management
North Carolina
$518K -$73K -2,385 -13%
WTB
1322
Washington Trust Bank
Washington
$518K -$2.85K -93 -0.6%
GCC
1323
Game Creek Capital
Massachusetts
$517K -$45.9K -1,500 -8%
CNB
1324
Camden National Bank
Maine
$516K -$4.5K -147 -0.9%
PFSC
1325
Peoples Financial Services Corp
Pennsylvania
$515K

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.