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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
JFA
1701
JNBA Financial Advisors
Minnesota
$104K +$13.4K +438 +15%
PCTC
1702
Perkins Coie Trust Company
Washington
$102K
MFBTD
1703
MB Financial Bank - Trust Department
Illinois
$96K
SPL
1704
Smart Portfolios LLC
Washington
$94K
ML
1705
McAdam LLC
Pennsylvania
$94K +$1.93K +63 +2%
CFA
1706
Camarda Financial Advisors
Florida
$93K +$72K +2,355 +377%
WWM
1707
Willingdon Wealth Management
North Carolina
$91K +$29.2K +954 +49%
WOC
1708
West Oak Capital
California
$89.2K
OSAM
1709
O'Shaughnessy Asset Management
Connecticut
$88K -$17.7M -578,388 -100%
CAM
1710
CenterStar Asset Management
Illinois
$88K
FGAM
1711
Financial Gravity Asset Management
Texas
$87K -$12.9K -423 -14%
BWL
1712
Bogart Wealth LLC
Virginia
$87K +$92 +3 +0.1%
BCM
1713
Blume Capital Management
California
$85K
CAW
1714
Cornerstone Advisors (Washington)
Washington
$85K +$20.2K +660 +32%
HR
1715
Howe & Rusling
New York
$82K +$55.2K +1,806 +218%
WCAMG
1716
Woodard & Company Asset Management Group
North Carolina
$81K +$4.04K +132 +5%
RWA
1717
River Wealth Advisors
Pennsylvania
$79K +$7.43K +243 +11%
OFS
1718
Orrstown Financial Services
Pennsylvania
$75K
FMP
1719
Financial Management Professionals
Texas
$73K
WPA
1720
West Paces Advisors
Georgia
$73K
PVH
1721
Psagot Value Holdings
Israel
$71K -$3.67K -120 -5%
PO
1722
Private Ocean
California
$68K
EARNEST Partners
1723
EARNEST Partners
Georgia
$65K
BWP
1724
Baldwin Wealth Partners
Massachusetts
$62K
CAL
1725
Capital Advisors Ltd
Ohio
$62K +$60.1K +1,965 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.