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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
EBSAM
1351
Eubel Brady & Suttman Asset Management
Ohio
$480K -$50.8K -1,662 -10%
OC
1352
Oarsman Capital
Wisconsin
$480K -$9.18K -300 -2%
PWPS
1353
Pinnacle Wealth Planning Services
Ohio
$480K +$7.34K +240 +2%
TFS
1354
TrustCore Financial Services
Tennessee
$480K +$23.2K +759 +5%
IWP
1355
Icon Wealth Partners
Texas
$480K +$131K +4,290 +39%
HCC
1356
Hirtle Callaghan & Co
Pennsylvania
$479K
GRQ
1357
Gardner Russo & Quinn
Pennsylvania
$475K -$22K -720 -5%
HCMNY
1358
Howard Capital Management (New York)
New York
$475K -$2.29K -75 -0.5%
FMLI
1359
Fukoku Mutual Life Insurance
Japan
$475K
AIM
1360
Anchor Investment Management
South Carolina
$472K +$551 +18 +0.1%
AWA
1361
Arete Wealth Advisors
Illinois
$472K +$50.5K +1,650 +12%
CF
1362
Copperwynd Financial
Arizona
$471K +$16.6K +543 +4%
CC
1363
Colrain Capital
Massachusetts
$470K
PAS
1364
Partnervest Advisory Services
California
$468K +$55.1K +1,803 +14%
KFC
1365
Klingenstein Fields & Co
New York
$467K -$3.5M -114,282 -88%
IA
1366
Icon Advisers
Colorado
$466K +$79.3K +2,592 +21%
FC
1367
Ferris Capital
Massachusetts
$465K -$5.32K -174 -1%
TL
1368
TrueWealth LLC
Georgia
$464K +$14K +459 +3%
MA
1369
MANA Advisors
New York
$464K +$454K +14,838 New
VDI
1370
Vaughan David Investments
Illinois
$462K -$9.45K -309 -2%
TC
1371
Truvestments Capital
Florida
$461K +$54.6K +1,785 +14%
PIMJS
1372
PKO Investment Management Joint-Stock
Poland
$460K
WI
1373
Wafra Inc
New York
$460K
BDWM
1374
Brewin Dolphin Wealth Management
Ireland
$456K
RW
1375
REDW Wealth
New Mexico
$456K

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.