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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
OA
1526
Oxbow Advisors
Texas
$305K
AF
1527
Affiance Financial
Minnesota
$304K
SIAM
1528
Sterling Investment Advisors (Missouri)
Missouri
$302K +$92 +3 +0%
JLBC
1529
J.L. Bainbridge & Co
Florida
$302K +$295K +9,660 New
CB
1530
CNB Bank
Pennsylvania
$301K -$52.8K -1,725 -15%
CG
1531
Cutler Group
California
$300K -$227K -7,428 -44%
BRC
1532
Bell Rock Capital
Delaware
$300K
FNFDCM
1533
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$300K
JIP
1534
Jaffetilchin Investment Partners
Florida
$300K +$293K +9,591 New
CCM
1535
Chilton Capital Management
Texas
$299K
WI
1536
Wedgewood Investors
Pennsylvania
$299K
CAM
1537
Congress Asset Management
Massachusetts
$298K -$20.6K -675 -7%
CC
1538
Chicago Capital
Illinois
$298K
EIG
1539
Ellenbecker Investment Group
Wisconsin
$297K +$41.1K +1,344 +16%
CC
1540
Centiva Capital
New York
$297K +$290K +9,477 New
ACM
1541
Advisors Capital Management
New Jersey
$296K +$35.7K +1,167 +14%
EM
1542
Excalibur Management
Massachusetts
$295K -$165K -5,400 -36%
RHBC
1543
R.H. Bluestein & Co
Michigan
$295K +$45.9K +1,500 +19%
SCM
1544
Suffolk Capital Management
New York
$294K -$13.6M -446,073 -98%
BST
1545
Bath Savings Trust
Maine
$294K
Rafferty Asset Management
1546
Rafferty Asset Management
New York
$294K +$287K +9,399 New
TIA
1547
Tiemann Investment Advisors
California
$292K -$13.8K -450 -5%
TCOO
1548
Trust Company of Oklahoma
Oklahoma
$290K -$52.8K -1,725 -16%
KJWM
1549
Kiley Juergens Wealth Management
Washington
$290K +$107K +3,489 +60%
HDIM
1550
Hanson & Doremus Investment Management
Vermont
$289K

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.