Walmart Inc
WMT
1,917 hedge funds and large institutions have $79.7B invested in Walmart Inc in 2018 Q4 according to their latest regulatory filings, with 235 funds opening new positions, 679 increasing their positions, 755 reducing their positions, and 103 closing their positions.
128% more first-time investments, than exits
New positions opened: 235 | Existing positions closed: 103
56% more funds holding in top 10
Funds holding in top 10: 64 → 100 (+36)
6% more funds holding
Funds holding: 1,804 → 1,917 (+113)
0.26% more ownership
Funds ownership: 88.63% → 88.88% (+0.26%)
2% less capital invested
Capital invested by funds: $81.2B → $79.7B (-$1.56B)
10% less repeat investments, than reductions
Existing positions increased: 679 | Existing positions reduced: 755
22% less call options, than puts
Call options by funds: $1.36B | Put options by funds: $1.74B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$475M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$387M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$326M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$294M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$160M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$513M |
| 2 |
BlackRock
New York
|
-$292M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$230M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
-$220M |
| 5 |
Millennium Management
New York
|
-$216M |
WMT Hedge Fund Activity: Q4 2018 in Review
1,917 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q4 2018, worth a combined $79.7B — down 1.9% from $81.2B a quarter earlier.
Buyers outnumbered sellers: 235 funds opened new WMT positions and 103 closed out — a net gain of 132 holders — while 679 added to existing stakes and 755 trimmed.
The largest buyer was Bank of America, adding an estimated $475M. The largest seller was Goldman Sachs, cutting an estimated $513M.
- 1,917 institutional investors held Walmart Inc (WMT) as of Q4 2018, up from 1,804 in Q3 2018.
- Funds reported $79.7B of Walmart Inc stock for Q4 2018, down 1.9% quarter-over-quarter.
- 235 funds opened new Walmart Inc positions in Q4 2018 and 103 closed out, a net change of +132 holders.
- The largest Walmart Inc buyer in Q4 2018 was Bank of America, an estimated $475M added.
- The largest Walmart Inc seller in Q4 2018 was Goldman Sachs, an estimated $513M sold.
Based on aggregated 13F filings for Q4 2018.