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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
Diamond Hill Capital Management
1501
Diamond Hill Capital Management
Ohio
$325K +$75.1K +2,454 +31%
SC
1502
Sawyer & Company
Massachusetts
$324K
RPG
1503
Resource Planning Group
Georgia
$324K +$317K +10,359 New
SCM
1504
Southport Capital Management
Tennessee
$323K -$12K -393 -4%
HCM
1505
HMS Capital Management
Tennessee
$323K
MA
1506
MCF Advisors
Kentucky
$322K
MC
1507
Middleton & Co
Massachusetts
$321K +$9.18K +300 +3%
CRWM
1508
Castle Rock Wealth Management
California
$319K -$104K -3,384 -27%
SMH
1509
Sanders Morris Harris
Texas
$319K -$11K -360 -3%
CT
1510
Chicago Trust
Illinois
$319K
IAMOG
1511
Investors Asset Management of Georgia
Georgia
$319K +$4.59K +150 +1%
F
1512
F3Logic
Minnesota
$319K +$10.3K +336 +3%
CAGAS
1513
Capital Advisory Group Advisory Services
Minnesota
$319K +$34.6K +1,131 +12%
M
1514
MOTCO
Texas
$319K +$98.5K +3,219 +46%
MWPCG
1515
Measured Wealth Private Client Group
New Hampshire
$318K -$116K -3,780 -27%
B
1516
Bailard
California
$318K
JA
1517
JOYN Advisors
Georgia
$318K +$4.68K +153 +2%
WP
1518
WealthShield Partners
North Carolina
$317K +$6.79K +222 +2%
MC
1519
Matisse Capital
Oregon
$316K +$4.59K +150 +2%
BC
1520
Brinker Capital
Pennsylvania
$316K +$69.8K +2,283 +29%
MA
1521
Marshwinds Advisory
Georgia
$311K -$9.18K -300 -3%
TI
1522
Truepoint Inc
Ohio
$308K -$39.7K -1,299 -12%
SBL
1523
Sargent Bickham Lagudis
Colorado
$308K +$45.5K +1,488 +18%
KA
1524
Kaizen Advisory
Illinois
$307K
SMFS
1525
Squar Milner Financial Services
California
$306K -$73.4K -2,400 -20%

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.