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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
BBA
1451
BLB&B Advisors
Pennsylvania
$371K +$10.1K +330 +3%
RMCM
1452
Reynders McVeigh Capital Management
Massachusetts
$371K +$21.3K +696 +6%
Lido Advisors
1453
Lido Advisors
California
$370K -$76.3K -2,493 -17%
IA
1454
Independence Advisors
Pennsylvania
$368K +$28.5K +933 +9%
CCMD
1455
Cypress Capital Management (Delaware)
Delaware
$366K
TC
1456
Trust Company
Kansas
$365K -$10.6K -345 -3%
SFM
1457
Signature Financial Management
Virginia
$364K
FTI
1458
Fiduciary Trust International
Massachusetts
$364K +$551 +18 +0.2%
LWA
1459
Lenox Wealth Advisors
New York
$362K +$274K +8,964 +346%
NAM
1460
NTV Asset Management
West Virginia
$360K
BWAM
1461
Boyd Watterson Asset Management
Ohio
$359K
ERIM
1462
Eagle Ridge Investment Management
Connecticut
$355K -$55.1K -1,800 -14%
1IA
1463
1834 Investment Advisors
Wisconsin
$352K +$3.76K +123 +1%
PG
1464
Patten Group
Tennessee
$351K +$16.4K +537 +5%
BJL
1465
Brighton Jones LLC
Washington
$350K -$16.3K -534 -5%
HCMT
1466
Highland Capital Management (Tennessee)
Tennessee
$349K -$9.18K -300 -3%
VIA
1467
Vantage Investment Advisors
Pennsylvania
$349K
CIC
1468
Chilton Investment Company
Connecticut
$348K +$78.2K +2,556 +30%
AL
1469
Aspiriant LLC
California
$347K -$98.9K -3,234 -23%
CC
1470
Cadinha & Co
Hawaii
$347K
TCM
1471
Tradewinds Capital Management
Washington
$346K +$92 +3 +0%
HBT
1472
Hills Bank & Trust
Iowa
$345K +$6.06K +198 +2%
TMAM
1473
Tokio Marine Asset Management
Japan
$344K -$475K -15,516 -59%
SPC
1474
Stewart & Patten Company
California
$343K -$9.18K -300 -3%
ED
1475
Exane Derivatives
France
$342K -$218K -7,140 -40%

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.