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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
MWM
1676
MinichMacGregor Wealth Management
New York
$165K +$57.7K +1,887 +56%
KTC
1677
Kistler-Tiffany Companies
Pennsylvania
$163K
WWMSC
1678
Wagner Wealth Management (South Carolina)
South Carolina
$163K +$459 +15 +0.3%
HFM
1679
Harvest Fund Management
China
$162K +$158K +5,169 New
BCA
1680
Berman Capital Advisors
Georgia
$158K +$155K +5,064 New
ME
1681
McIlrath & Eck
Washington
$154K +$44.1K +1,443 +42%
ACM
1682
AUA Capital Management
Pennsylvania
$153K
EA
1683
Elm Advisors
California
$152K +$148K +4,845 New
EWM
1684
Endurance Wealth Management
Rhode Island
$149K
HCA
1685
Heck Capital Advisors
Wisconsin
$149K -$8.72K -285 -6%
GRP
1686
Global Retirement Partners
California
$145K +$5.96K +195 +4%
SWA
1687
Sutton Wealth Advisors
Florida
$144K -$77.9K -2,547 -36%
PCM
1688
Princeton Capital Management
New Jersey
$142K
NCM
1689
Nelson Capital Management
California
$140K +$5.69K +186 +4%
WAP
1690
Wealthcare Advisory Partners
Pennsylvania
$136K -$7.52K -246 -5%
BAM
1691
Barrett Asset Management
New York
$133K
PCIA
1692
Prime Capital Investment Advisors
Kansas
$131K -$143K -4,671 -53%
AP
1693
Atwood & Palmer
Missouri
$131K -$3.12K -102 -2%
GTAM
1694
Global Trust Asset Management
Florida
$127K -$459 -15 -0.4%
MCM
1695
MV Capital Management
Maryland
$117K -$6.79K -222 -6%
SAM
1696
Solaris Asset Management
New York
$113K
AAP
1697
Arax Advisory Partners
Colorado
$112K -$133K -4,362 -55%
CIA
1698
CSat Investment Advisory
Michigan
$112K -$9.27K -303 -8%
AOWM
1699
Alpha Omega Wealth Management
Virginia
$104K -$61K -1,995 -38%
BA
1700
Ballew Advisors
Mississippi
$104K +$92 +3 +0.1%

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.