We are live on ! Find out more
WMT icon

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
ACI
126
AMP Capital Investors
Australia
$71.4M -$445K -14,541 -0.6%
Bank of Nova Scotia
127
Bank of Nova Scotia
Ontario, Canada
$69.8M +$2.61M +85,359 +4%
Citadel Advisors
128
Citadel Advisors
Florida
$68.6M -$15.1M -494,088 -18%
MMH
129
Menora Mivtachim Holdings
Israel
$67.2M +$29.7M +970,530 +83%
SO
130
STRS Ohio
Ohio
$66.6M -$5.63M -184,227 -8%
LCS
131
Levin Capital Strategies
New York
$66.3M +$37M +1,209,117 +133%
Aviva
132
Aviva
United Kingdom
$65.8M -$2.59M -84,747 -4%
RRAM
133
River Road Asset Management
Kentucky
$65.6M -$4.45M -145,377 -6%
MAM
134
Martingale Asset Management
Massachusetts
$64.3M -$255K -8,325 -0.4%
Two Sigma Advisers
135
Two Sigma Advisers
New York
$64M +$36.7M +1,199,400 +142%
GVI
136
Green Valley Investors
Delaware
$63.7M -$4.88M -159,480 -7%
SRIM
137
Saratoga Research & Investment Management
California
$62.6M -$2.23M -72,939 -4%
BCM
138
Becker Capital Management
Oregon
$62.3M -$734K -23,982 -1%
Calamos Advisors
139
Calamos Advisors
Illinois
$62.2M +$1.68M +54,765 +3%
Schroder Investment Management Group
140
Schroder Investment Management Group
United Kingdom
$59.2M +$14M +457,899 +32%
CBOA
141
Commonwealth Bank of Australia
Australia
$58.3M +$1.79M +58,500 +3%
MSL
142
Mackay Shields LLC
New York
$57.9M -$4.63M -151,476 -8%
AA
143
ALPS Advisors
Colorado
$56.6M -$352K -11,496 -0.6%
HighTower Advisors
144
HighTower Advisors
Illinois
$56.3M -$68.2K -2,229 -0.1%
CA
145
Commerzbank Aktiengesellschaft
Germany
$55.8M +$378K +12,345 +0.7%
ELC
146
Edgar Lomax Company
Virginia
$54.7M -$1.87M -61,050 -3%
Royal London Asset Management
147
Royal London Asset Management
United Kingdom
$53.6M -$2.57M -84,048 -5%
N
148
Natixis
France
$53.3M -$44.7M -1,460,697 -46%
Mackenzie Financial
149
Mackenzie Financial
Ontario, Canada
$51.2M -$4.49M -146,790 -8%
Nisa Investment Advisors
150
Nisa Investment Advisors
Missouri
$50.6M +$1.18M +38,667 +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.