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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
EIC
1551
Equity Investment Corp
Georgia
$288K -$78.9M -2,578,425 -100%
CBOR
1552
Community Bank of Raymore
Missouri
$288K -$32.6K -1,065 -10%
IIC
1553
Integrated Investment Consultants
Michigan
$288K
NB
1554
Nicolet Bankshares
Wisconsin
$287K
SSW
1555
Smith Shellnut Wilson
Mississippi
$287K +$281K +9,177 New
BCM
1556
BTR Capital Management
California
$286K +$280K +9,150 New
KIC
1557
Keating Investment Counselors
Florida
$284K -$88.9K -2,907 -24%
PA
1558
Probity Advisors
Texas
$284K -$17.9K -585 -6%
CA
1559
CapWealth Advisors
Tennessee
$283K +$5.32K +174 +2%
AUB
1560
Atlantic Union Bankshares
Virginia
$281K -$22.5K -735 -8%
AAM
1561
American Asset Management
Florida
$281K
GAAM
1562
Guinness Atkinson Asset Management
California
$281K +$38.5K +1,260 +16%
FFC
1563
First Financial Corp
Indiana
$279K -$9.18K -300 -3%
HK
1564
Horizon Kinetics
New York
$278K -$18.4K -600 -6%
AP
1565
Appleton Partners
Massachusetts
$276K -$15.2K -498 -5%
H
1566
HoyleCohen
California
$276K +$11K +360 +4%
BONST
1567
Bank of Nova Scotia Trust
Ontario, Canada
$276K +$270K +8,820 New
HTHT
1568
Hemenway Trust Hemenway Trust
New Hampshire
$275K -$9.18K -300 -3%
WA
1569
Wealth Architects
California
$274K +$268K +8,751 New
BCP
1570
Blackhawk Capital Partners
Wisconsin
$274K +$268K +8,757 New
CF
1571
Corrigan Financial
Rhode Island
$274K -$16.8K -549 -6%
DWM
1572
Dynasty Wealth Management
Florida
$270K +$263K +8,613 New
IWC
1573
Integrated Wealth Concepts
Massachusetts
$269K -$8.53K -279 -3%
NWM
1574
Northwest Wealth Management
Iowa
$269K +$63.5K +2,076 +32%
CHP
1575
Cable Hill Partners
Oregon
$267K +$18.4K +600 +8%

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.