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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
CWM
1626
Concentric Wealth Management
California
$227K
BC
1627
Banced Corp
Illinois
$225K -$164K -5,370 -43%
NA
1628
Navellier & Associates
Nevada
$225K -$18.6K -609 -8%
MIP
1629
Marietta Investment Partners
Wisconsin
$225K
SCM
1630
Stonebridge Capital Management
California
$225K
KCM
1631
Kanawha Capital Management
Virginia
$225K +$3.03K +99 +1%
ABA
1632
American Beacon Advisors
Texas
$225K +$71.5K +2,337 +48%
MBA
1633
McQueen Ball & Associates
Pennsylvania
$224K -$92 -3 -0%
CCA
1634
Cobblestone Capital Advisors
New York
$224K +$219K +7,167 New
NEPPG
1635
New England Professional Planning Group
Rhode Island
$223K +$218K +7,116 New
KP
1636
Keel Point
Alabama
$222K +$217K +7,095 New
FNBOO
1637
First National Bank of Omaha
Nebraska
$221K -$15.2K -498 -7%
VNB
1638
Virginia National Bank
Virginia
$219K +$214K +6,993 New
ISB
1639
Iowa State Bank
Iowa
$217K -$117K -3,840 -36%
SA
1640
Strategic Advisors
New York
$216K +$211K +6,888 New
SSWM
1641
Smith Salley Wealth Management
North Carolina
$216K +$211K +6,909 New
UWPG
1642
Ullmann Wealth Partners Group
Florida
$216K +$212K +6,930 New
CA
1643
Cornerstone Advisory
Maryland
$214K +$209K +6,831 New
FAT
1644
First American Trust
California
$214K +$210K +6,852 New
KCPG
1645
Kavar Capital Partners Group
Kansas
$212K
VCM
1646
Versant Capital Management
Arizona
$212K +$1.01K +33 +0.5%
SFG
1647
StrategIQ Financial Group
Indiana
$212K +$208K +6,786 New
PFA
1648
Pure Financial Advisors
California
$209K +$204K +6,678 New
FCAG
1649
First Capital Advisors Group
New Jersey
$208K -$21.6K -705 -10%
TAM
1650
Tealwood Asset Management
Minnesota
$208K +$204K +6,654 New

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.