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Walmart Inc

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: 64100 (+36)

6% more funds holding

Funds holding: 1,8041,917 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$65.8M +$45.1M +1,407,069 +197%
Mackenzie Financial
127
Mackenzie Financial
Ontario, Canada
$63.4M +$13.1M +407,394 +25%
GVI
128
Green Valley Investors
Delaware
$63.2M -$26.4K -825 -0%
NIPH
129
NN Investment Partners Holdings
Netherlands
$63.2M -$10.5M -326,145 -14%
CBOA
130
Commonwealth Bank of Australia
Australia
$62.3M +$4.58M +142,980 +8%
MAM
131
Martingale Asset Management
Massachusetts
$61.5M -$2.28M -71,232 -3%
CA
132
Commerzbank Aktiengesellschaft
Germany
$60.8M +$5.63M +175,728 +10%
SRIM
133
Saratoga Research & Investment Management
California
$59.3M -$2.85M -88,944 -4%
FMI
134
Factory Mutual Insurance
Massachusetts
$58.9M +$34.7M +1,082,400 +133%
JCM
135
Junto Capital Management
New York
$58.2M +$18.5M +576,429 +44%
BCM
136
Becker Capital Management
Oregon
$57.8M -$4.12M -128,613 -6%
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$57M -$26.7M -831,663 -31%
Boston Partners
138
Boston Partners
Massachusetts
$56M -$21.1M -657,165 -27%
AA
139
ALPS Advisors
Colorado
$55.9M -$272K -8,481 -0.5%
HCM
140
Hoplite Capital Management
New York
$55.7M +$57.5M +1,794,993 New
Royal London Asset Management
141
Royal London Asset Management
United Kingdom
$55.7M +$3.29M +102,660 +6%
ELC
142
Edgar Lomax Company
Virginia
$53.5M -$803K -25,050 -1%
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$53.4M +$3.37M +105,186 +7%
BL
144
BCWM LLC
Kansas
$53.2M -$352K -10,965 -6%
SB
145
Suntrust Banks
Georgia
$52.8M +$14.1M +439,947 +35%
RRAM
146
River Road Asset Management
Kentucky
$52.4M -$13.1M -408,678 -20%
GAM
147
Gotham Asset Management
New York
$51.8M -$33.5M -1,046,328 -39%
Aviva
148
Aviva
United Kingdom
$50.2M -$15.6M -485,658 -23%
PGEBT
149
Pactiv General Employee Benefit Trust
Illinois
$49.4M +$51M +1,590,000 New
FAM
150
Fred Alger Management
New York
$48.7M +$48.4M +1,510,497 +2,641%

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.