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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
GWCM
1426
Godshalk Welsh Capital Management
Pennsylvania
$393K
GCM
1427
Gladius Capital Management
Illinois
$393K +$384K +12,561 New
CHJWM
1428
Carlton Hofferkamp & Jenks Wealth Management
Texas
$386K
FI
1429
Fosun International
China
$386K +$376K +12,300 New
I
1430
IberiaBank
Louisiana
$385K -$204K -6,657 -35%
NFC
1431
Northeast Financial Consultants
Connecticut
$385K
CA
1432
Centerpoint Advisors
Massachusetts
$384K
SIP
1433
Stoneridge Investment Partners
Pennsylvania
$381K -$9.18K -300 -2%
GLI
1434
Guardian Life Insurance
New York
$381K +$4.5K +147 +1%
PIA
1435
Peachtree Investment Advisors
Georgia
$380K
WWM
1436
Windsor Wealth Management
Indiana
$380K +$80.1K +2,619 +27%
KFGK
1437
Keystone Financial Group (Kentucky)
Kentucky
$380K +$129K +4,221 +54%
AIP
1438
Ahrens Investment Partners
Louisiana
$379K -$46.2K -1,512 -11%
LA
1439
Legacy Advisors
Pennsylvania
$379K
IGGA
1440
Iron Gate Global Advisors
Utah
$378K +$206K +6,735 +126%
PLFAM
1441
Pineno Levin & Ford Asset Management
Virginia
$377K
PGCM
1442
Prescott Group Capital Management
Oklahoma
$376K
RVPG
1443
Relative Value Partners Group
$376K
DTL
1444
Dynamic Technology Lab
Singapore
$376K +$367K +12,000 New
NAM
1445
NorthCoast Asset Management
Connecticut
$374K +$365K +11,937 New
GW
1446
GW & Wade
Massachusetts
$373K -$65.1K -2,127 -15%
BOS
1447
Bingham Osborn & Scarborough
California
$373K +$11K +360 +3%
WAM
1448
Wolverine Asset Management
Illinois
$372K -$19.3K -630 -5%
BFPW
1449
BOK Financial Private Wealth
Colorado
$371K
SLF
1450
Sun Life Financial
Ontario, Canada
$371K +$2.94K +96 +0.8%

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.