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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
MSR
1401
Main Street Research
Connecticut
$416K -$10K -327 -2%
PFA
1402
Pinnacle Family Advisors
Missouri
$415K -$94.2K -3,081 -19%
GAM
1403
Gould Asset Management
California
$415K -$6.88K -225 -2%
CCP
1404
Corient Capital Partners
California
$415K
VCA
1405
Verdence Capital Advisors
Maryland
$414K +$96.4K +3,153 +31%
KCM
1406
Karp Capital Management
California
$413K
DDC
1407
DF Dent & Co
Maryland
$410K
QPWM
1408
Quadrant Private Wealth Management
Pennsylvania
$409K +$19.7K +645 +5%
YWP
1409
YorkBridge Wealth Partners
New York
$408K +$918 +30 +0.2%
GA
1410
GFS Advisors
Texas
$407K -$93.6K -3,060 -19%
SG
1411
StoneX Group
New York
$406K +$61.2K +2,001 +18%
DJSG
1412
D.J. St. Germain
Massachusetts
$405K -$2.85K -93 -0.7%
BCA
1413
Bay Colony Advisors
Massachusetts
$404K +$192K +6,267 +94%
PIA
1414
Pinion Investment Advisors
Kansas
$402K -$2.75K -90 -0.7%
CFMC
1415
Curbstone Financial Management Corp
New Hampshire
$402K +$393K +12,840 New
SCI
1416
Stableford Capital II
Arizona
$401K -$29.8K -975 -7%
AA
1417
Ancora Advisors
Ohio
$398K -$194K -6,333 -33%
GC
1418
Grimes & Company
Massachusetts
$398K +$92 +3 +0%
PK
1419
Pflug Koory
Nebraska
$397K -$18.4K -600 -5%
ZIC
1420
ZWJ Investment Counsel
Georgia
$397K +$32.4K +1,059 +9%
Group One Trading
1421
Group One Trading
Illinois
$397K +$388K +12,690 New
PR
1422
Payden & Rygel
California
$396K -$1.17M -38,100 -75%
SAM
1423
Sawgrass Asset Management
Florida
$396K -$26.2K -855 -6%
LIA
1424
LSP Investment Advisors
New York
$396K
KF
1425
Krilogy Financial
Missouri
$395K +$12.4K +405 +3%

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.