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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
SS
1601
Sunbelt Securities
Texas
$249K +$1.01K +33 +0.4%
RMDI
1602
R.M. Davis Inc
Maine
$249K +$243K +7,950 New
RW
1603
Rand Wealth
Maryland
$246K
SA
1604
Sicart Associates
New York
$244K
LFR
1605
Lehman Financial Resources
Pennsylvania
$244K +$18.4K +600 +8%
WA1
1606
Wimmer Associates 1
California
$243K
ATFA
1607
All Terrain Financial Advisors
Minnesota
$240K -$46.1K -1,506 -16%
TCM
1608
Tufton Capital Management
Maryland
$240K -$6.88K -225 -3%
NDSI
1609
Newman Dignan & Sheerar Inc
Rhode Island
$239K -$6.88K -225 -3%
CP
1610
Camelot Portfolios
Ohio
$239K +$7.8K +255 +3%
OAM
1611
Oberweis Asset Management
Illinois
$238K +$184 +6 +0.1%
AA
1612
Apriem Advisors
California
$236K -$3.12K -102 -1%
TCM
1613
TD Capital Management
Tennessee
$233K -$9.18K -300 -4%
NWP
1614
Northstar Wealth Partners
Connecticut
$233K +$229K +7,473 New
CP
1615
Cumberland Partners
Ontario, Canada
$232K
HI
1616
Hudock Inc
Pennsylvania
$232K +$551 +18 +0.2%
SFG
1617
SNS Financial Group
Minnesota
$231K -$11.9K -390 -5%
MWP
1618
MYCIO Wealth Partners
Pennsylvania
$229K -$6.7K -219 -3%
AMIM
1619
Aull & Monroe Investment Management
Alabama
$229K
CRIG
1620
Charter Research & Investment Group
Connecticut
$229K
BWA
1621
Burt Wealth Advisors
Maryland
$229K +$34K +1,113 +18%
PWM
1622
Paulson Wealth Management
Illinois
$229K +$215K +7,026 New
AC
1623
Avestar Capital
New York
$228K +$1.28K +42 +0.6%
IUHSA
1624
Itau Unibanco Holding S.A.
Brazil
$227K -$378K -12,342 -63%
AMG
1625
Advisors Management Group
Wisconsin
$227K

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.