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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
1,917
Holders Change
+113
Holders Change %
+6.26%
% of All Funds
42.7%
Holding in Top 10
100
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+56.25%
% of All Funds
2.23%
New
235
Increased
679
Reduced
755
Closed
103
Calls
$1.36B
Puts
$1.74B
Net Calls
-$383M
Net Calls Change
-$509M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$475M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$387M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$326M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$294M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$160M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$513M
2
BlackRock
BlackRock
New York
-$292M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$230M
4
LSV Asset Management
LSV Asset Management
Illinois
-$220M
5
Millennium Management
Millennium Management
New York
-$216M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAN
1376
Financial Advisors Network
California
$545K +$562K +17,541 New
BFG
1377
Barber Financial Group
Kansas
$543K -$1.54K -48 -0.3%
BCM
1378
Brookstone Capital Management
Illinois
$542K +$121K +3,762 +27%
VCM
1379
Violich Capital Management
California
$538K +$9.62K +300 +2%
BFPW
1380
BOK Financial Private Wealth
Colorado
$536K +$173K +5,403 +46%
BTW
1381
Boston Trust Walden
Massachusetts
$535K – – –
B
1382
Bridgeworth
Alabama
$531K +$4.62K +144 +0.8%
BCM
1383
BBT Capital Management
Texas
$531K +$548K +17,100 New
HIIFS
1384
Harel Insurance Investments & Financial Services
Israel
$530K -$337K -10,500 -38%
AWA
1385
Arete Wealth Advisors
Illinois
$529K +$62.8K +1,959 +13%
MWM
1386
Mission Wealth Management
California
$527K +$32K +999 +6%
PCG
1387
Private Capital Group
Connecticut
$527K +$41.5K +1,293 +8%
AIC
1388
Archer Investment Corporation
Indiana
$525K +$542K +16,902 New
SKK
1389
Shepherd Kaplan Krochuk
Massachusetts
$521K – – –
WC
1390
Whitnell & Co
Illinois
$521K – – –
HPC
1391
Hobart Private Capital
North Carolina
$520K +$31K +966 +6%
WCM
1392
Wallace Capital Management
Texas
$515K -$62.5K -1,950 -11%
PWAC
1393
Private Wealth Advisors (California)
California
$515K +$532K +16,584 New
BCWM
1394
Bartlett & Co Wealth Management
Ohio
$513K +$20.5K +639 +4%
PFSC
1395
Peoples Financial Services Corp
Pennsylvania
$512K – – –
CHA
1396
Carmichael Hill & Associates
Maryland
$512K +$10.2K +318 +2%
ECM
1397
Evergreen Capital Management
Washington
$511K -$24.8K -774 -4%
CNB
1398
Camden National Bank
Maine
$511K -$1.35K -42 -0.3%
BC
1399
Bartlett & Co
Ohio
$510K +$20.5K +639 +4%
OAM
1400
Occidental Asset Management
California
$510K +$32.3K +1,008 +7%
54 55
56
57 58

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.