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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
KWMG
1476
King Wealth Management Group
Florida
$342K +$184 +6 +0.1%
GBT
1477
Grove Bank & Trust
Florida
$341K -$3.76K -123 -1%
PFA
1478
Paradigm Financial Advisors
Missouri
$341K +$93.3K +3,051 +39%
CYG
1479
Clean Yield Group
Vermont
$340K +$26.1K +852 +9%
OFW
1480
Omnia Family Wealth
Florida
$339K
THWM
1481
Taylor Hoffman Wealth Management
Virginia
$339K
LC
1482
LCNB Corp
Ohio
$338K +$63.2K +2,067 +24%
EF
1483
Empirical Finance
Pennsylvania
$337K +$30.2K +987 +10%
HCM
1484
Hilton Capital Management
New York
$336K -$145K -4,725 -31%
LA
1485
LexAurum Advisors
Kansas
$336K -$62.4K -2,040 -16%
EWA
1486
EP Wealth Advisors
California
$335K +$327K +10,704 New
GWI
1487
Grace & White Inc
New York
$333K
LI
1488
Longer Investments
Arkansas
$332K -$3.67K -120 -1%
SWMG
1489
Signature Wealth Management Group
Georgia
$332K
AIM
1490
Advantage Investment Management
Iowa
$331K +$42.9K +1,401 +15%
KB
1491
Kimelman & Baird
New York
$329K -$91.8K -3,000 -22%
MAA
1492
Matrix Asset Advisors
New York
$329K -$13.8K -450 -4%
UFG
1493
United Fire Group
Iowa
$329K
VCAM
1494
Van Cleef Asset Management
Ohio
$329K
SGAM
1495
Steinberg Global Asset Management
Florida
$329K +$92 +3 +0%
ONST
1496
Old North State Trust
North Carolina
$329K +$322K +10,533 New
RL
1497
Ruffer LLP
United Kingdom
$328K -$228K -7,455 -42%
CC
1498
Capital Counsel
New York
$328K -$9.18K -300 -3%
VA
1499
Valmark Advisers
Ohio
$325K
AIP
1500
Almanack Investment Partners
Pennsylvania
$325K +$14.4K +471 +5%

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.