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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
GAM
1576
Gemmer Asset Management
California
$265K +$367 +12 +0.1%
GAM
1577
Garrison Asset Management
Arkansas
$264K
WA
1578
WealthTrust Axiom
Pennsylvania
$264K
BI
1579
Bramshill Investments
Florida
$264K +$16.3K +534 +7%
NPA
1580
Nichols & Pratt Advisers
Massachusetts
$263K -$48.2K -1,575 -16%
RCA
1581
Rowland Carmichael Advisors
Arizona
$263K -$8.9K -291 -3%
TWM
1582
Titus Wealth Management
California
$262K +$1.93K +63 +0.8%
CWA
1583
Clarus Wealth Advisors
Arizona
$262K +$44.7K +1,461 +21%
PIM
1584
Penobscot Investment Management
Massachusetts
$261K
RCM
1585
RNC Capital Management
California
$261K
HA
1586
Hays Advisory
Tennessee
$261K +$21.5K +702 +9%
LSAG
1587
Lake Street Advisors Group
New Hampshire
$260K -$177K -5,775 -41%
MWM
1588
Modera Wealth Management
New Jersey
$260K +$254K +8,307 New
CAC
1589
Certified Advisory Corp
Florida
$259K +$826 +27 +0.3%
RCM
1590
RB Capital Management
Nevada
$257K -$39.5K -1,293 -14%
OSNBOA
1591
Old Second National Bank of Aurora
Illinois
$257K -$36.7K -1,200 -13%
SMG
1592
Smart Money Group
Texas
$257K +$251K +8,217 New
LFA
1593
Legacy Financial Advisors
Kentucky
$255K
SFSIG
1594
San Francisco Sentry Investment Group
California
$255K +$52.4K +1,713 +27%
BCP
1595
Berkeley Capital Partners
Georgia
$253K -$226K -7,389 -48%
KC
1596
KHP Capital
Oklahoma
$252K
MC
1597
Miles Capital
Iowa
$252K +$1.01K +33 +0.4%
DWM
1598
Destination Wealth Management
California
$252K +$5.6K +183 +2%
SIM
1599
SSI Investment Management
California
$250K -$1.74K -57 -0.7%
MWM
1600
Merriman Wealth Management
Washington
$250K +$18.4K +603 +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.