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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
SIG
1651
Sky Investment Group
Connecticut
$207K -$13.8K -450 -6%
GAMA
1652
Graticule Asia Macro Advisors
New York
$207K +$202K +6,600 New
TAM
1653
Trillium Asset Management
Massachusetts
$205K -$38K -1,242 -16%
BI
1654
Ballast Inc
Kentucky
$203K +$198K +6,477 New
SIM
1655
Sadoff Investment Management
Wisconsin
$203K +$199K +6,495 New
MCM
1656
McRae Capital Management
New Jersey
$202K -$52.1K -1,704 -21%
FBA
1657
Front Barnett Associates
Illinois
$202K +$197K +6,450 New
DOA
1658
D'Orazio & Associates
Virginia
$200K +$14.9K +486 +8%
RCC
1659
Red Cedar Capital
Nebraska
$196K
LF
1660
Lee Financial
Texas
$195K -$113K -3,693 -37%
AIS
1661
Accurate Investment Solutions
Pennsylvania
$194K -$96.3K -3,150 -34%
NSB
1662
Norway Savings Bank
Maine
$192K +$155K +5,052 +466%
SNT
1663
Security National Trust
West Virginia
$188K
MRCM
1664
M&R Capital Management
New Jersey
$187K -$1.38K -45 -0.7%
AIM
1665
Arcadia Investment Management
Michigan
$185K
WIM
1666
Westside Investment Management
California
$181K +$67.9K +2,220 +63%
MFT
1667
Moisand Fitzgerald Tamayo
Florida
$180K -$39.4K -1,287 -18%
IOOF
1668
Independent Order of Foresters
Ontario, Canada
$179K -$38.5K -1,260 -18%
AWM
1669
Avior Wealth Management
Nebraska
$178K
GI
1670
Gradient Investments
Minnesota
$174K -$18.4K -603 -10%
C
1671
Cerebellum
California
$174K -$17.7K -579 -9%
HI
1672
Hendershot Investments
Virginia
$171K
MSA
1673
Marino Stram & Associates
Massachusetts
$171K +$47.4K +1,551 +40%
APSP
1674
Asset Planning Services (Pennsylvania)
Pennsylvania
$169K
PCA
1675
Providence Capital Advisors
North Carolina
$166K

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.