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
AWA
1326
AmeriServ Wealth Advisors
Pennsylvania
$514K
BFM
1327
Boothbay Fund Management
New York
$513K +$502K +16,398 New
SFS
1328
Summit Financial Strategies
Ohio
$510K +$14.8K +483 +3%
CMANY
1329
Capital Management Associates (New York)
New York
$507K -$45.9K -1,500 -8%
CHA
1330
Carmichael Hill & Associates
Maryland
$507K +$275 +9 +0.1%
MCWS
1331
McKinley Carter Wealth Services
West Virginia
$506K -$38.7K -1,266 -7%
FAG
1332
Financial Advisory Group
Texas
$503K -$41.8K -1,368 -8%
RHJA
1333
Rice Hall James & Associates
California
$502K
BEAM
1334
Baker Ellis Asset Management
Washington
$501K -$1.67M -54,759 -77%
NCM
1335
Narwhal Capital Management
Georgia
$500K -$27.5K -900 -5%
MWM
1336
Mission Wealth Management
California
$500K -$22.4K -732 -4%
ATC
1337
Adirondack Trust Company
New York
$500K -$10.2K -333 -2%
MIM
1338
Montgomery Investment Management
Maryland
$498K -$55.1K -1,800 -10%
BMC
1339
Beaton Management Company
Massachusetts
$498K +$9.18K +300 +2%
PV
1340
Private Vista
Illinois
$496K -$3.67K -120 -0.8%
BCWM
1341
Bartlett & Co Wealth Management
Ohio
$494K +$22.2K +726 +5%
HPC
1342
Hobart Private Capital
North Carolina
$494K +$187K +6,105 +63%
BC
1343
Bartlett & Co
Ohio
$494K +$22.2K +726 +5%
PPSG
1344
Princeton Portfolio Strategies Group
New Jersey
$490K -$36.7K -1,200 -7%
VWM
1345
Venturi Wealth Management
Texas
$490K +$7.07K +231 +2%
PCG
1346
Private Capital Group
Connecticut
$488K -$73.5K -2,403 -13%
OTC
1347
Opera Trading Capital
France
$488K +$477K +15,600 New
SWA
1348
SFMG Wealth Advisors
Texas
$485K +$106K +3,462 +32%
OAM
1349
Occidental Asset Management
California
$483K +$34K +1,110 +8%
VCM
1350
Vigilant Capital Management
Maine
$481K +$435K +14,208 +1,240%

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.