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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
AIG
151
American International Group
New York
$49.4M +$1.59M +51,888 +3%
RI
152
RWWM Inc
California
$48.3M -$595K -19,458 -1%
GIBU
153
Gulf International Bank (UK)
United Kingdom
$46.9M +$2.42M +79,263 +6%
DekaBank Deutsche Girozentrale
154
DekaBank Deutsche Girozentrale
Germany
$46.4M -$10.4M -339,897 -19%
FCM
155
Flinton Capital Management
Pennsylvania
$46.3M -$20.1M -656,370 -31%
Comerica Bank
156
Comerica Bank
Texas
$46.1M -$6.34M -207,384 -13%
CI
157
Conning Inc
Connecticut
$46.1M -$2.18M -71,163 -5%
ASRS
158
Arizona State Retirement System
Arizona
$45.6M +$307K +10,041 +0.7%
OPERF
159
Oregon Public Employees Retirement Fund
Oregon
$45.5M +$240K +7,836 +0.5%
Commonwealth Equity Services
160
Commonwealth Equity Services
Massachusetts
$44.7M +$1.92M +62,790 +5%
FCIM
161
Fairview Capital Investment Management
California
$44.4M -$585K -19,134 -1%
SDIC
162
South Dakota Investment Council
South Dakota
$44.2M -$2.15M -70,200 -5%
PWLP
163
Prio Wealth Limited Partnership
Massachusetts
$43.4M +$183K +5,997 +0.4%
SOADOR
164
State of Alaska Department of Revenue
Alaska
$43.1M -$1.72M -56,100 -4%
HP
165
Hosking Partners
United Kingdom
$42.2M +$533K +17,436 +1%
MSE
166
MUFG Securities EMEA
United Kingdom
$41.5M +$16.7M +546,852 +70%
MNG
167
Manning & Napier Group
New York
$41M +$4.36M +142,518 +12%
WA
168
WestEnd Advisors
North Carolina
$40.7M -$1.7M -55,521 -4%
JCM
169
Junto Capital Management
New York
$40.6M -$7.41M -242,385 -16%
LPL Financial
170
LPL Financial
California
$40.5M -$6.77M -221,223 -15%
JMPWA
171
JP Morgan Private Wealth Advisors
California
$40.3M -$12.3M -401,520 -24%
SOMRS
172
State of Michigan Retirement System
Michigan
$40.2M -$64.2K -2,100 -0.2%
UH
173
Unigestion Holding
Switzerland
$40.1M -$1.43M -46,887 -4%
IG
174
ING Group
Netherlands
$40M +$33.5M +1,096,464 +605%
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$39.5M +$3.74M +122,310 +11%

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.