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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
PMFA
1376
Plante Moran Financial Advisors
Michigan
$455K -$133K -4,350 -23%
BSAM
1377
Blue Sky Asset Management
Colorado
$455K +$445K +14,535 New
MLL
1378
Moody Lynn & Lieberson
Massachusetts
$454K +$29.8K +975 +7%
SL
1379
Signition LP
New York
$454K +$443K +14,499 New
OAM
1380
Oak Asset Management
California
$450K +$3.67K +120 +0.8%
APA
1381
American Portfolios Advisors
New York
$449K +$137K +4,467 +45%
NIM
1382
NuWave Investment Management
New Jersey
$446K -$82.2K -2,688 -16%
RAM
1383
Redmond Asset Management
Virginia
$446K -$4.59K -150 -1%
TAIM
1384
TD Ameritrade Investment Management
Nebraska
$446K +$380K +12,423 +686%
JC
1385
Jacobs & Co
California
$443K
DHFB
1386
Dixon Hubard Feinour & Brown
Virginia
$441K
RPC
1387
Rossmore Private Capital
Connecticut
$441K
JIC
1388
Joel Isaacson & Co
New York
$440K +$18.4K +600 +4%
ESBC
1389
E.S. Barr & Co
Kentucky
$439K -$48.6K -1,590 -10%
QCG
1390
Quadrant Capital Group
Ohio
$439K +$15.4K +504 +4%
AF
1391
Allworth Financial
California
$436K -$3.49K -114 -0.8%
MPI
1392
Mairs & Power Inc
Minnesota
$434K
AW
1393
Alpha Windward
Massachusetts
$433K -$9.18K -300 -2%
BCM
1394
Brookstone Capital Management
Illinois
$429K -$41.7K -1,362 -9%
FBT
1395
First Bank & Trust
South Dakota
$429K -$1.83K -60 -0.4%
SFG
1396
Summit Financial Group
West Virginia
$428K
FRM
1397
Foundation Resource Management
Arkansas
$425K
PCMC
1398
Paragon Capital Management (Colorado)
Colorado
$422K
SCP
1399
Silverleafe Capital Partners
Tennessee
$421K -$36.1K -1,179 -8%
RSVP
1400
Ramsay Stattman Vela & Price
Colorado
$421K -$1.01K -33 -0.2%

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.