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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
GWS
1726
Glassman Wealth Services
Virginia
$61K -$1.1K -36 -2%
AWM
1727
Aevitas Wealth Management
Massachusetts
$59K
TFO
1728
Tarbox Family Office
California
$57K
NCM
1729
New Capital Management
Texas
$57K +$92 +3 +0.2%
PGWM
1730
Parisi Gray Wealth Management
New Jersey
$55K +$10.1K +330 +23%
TDC
1731
Thompson Davis & Co
Virginia
$52K +$18.8K +615 +59%
GWA
1732
Guidant Wealth Advisors
Illinois
$51K +$734 +24 +1%
DWA
1733
Divergent Wealth Advisors
Utah
$50K +$3.4K +111 +7%
MSFP
1734
Mark Sheptoff Financial Planning
Connecticut
$50K +$34.9K +1,140 +253%
DSI
1735
Daiwa SB Investments
Japan
$48K -$304K -9,930 -87%
CWM
1736
Cranbrook Wealth Management
Michigan
$48K
WA
1737
WP Advisors
California
$48K +$275 +9 +0.6%
CA
1738
Crewe Advisors
Utah
$47K -$45.7K -1,494 -50%
IDBONY
1739
Israel Discount Bank of New York
New York
$47K
SMG
1740
Spectrum Management Group
Indiana
$47K
RA
1741
Rational Advisors
New York
$46K +$9.18K +300 +25%
LFG
1742
LifePlan Financial Group
Ohio
$45K
CBT
1743
Central Bank & Trust
Kentucky
$44K -$2.85K -93 -6%
TG
1744
TLP Group
Illinois
$44K +$43K +1,407 New
CCMW
1745
Cypress Capital Management (Wyoming)
Wyoming
$41K +$9.18K +300 +30%
IAS
1746
IMA Advisory Services
Colorado
$39K
MIP
1747
Mondrian Investment Partners
United Kingdom
$39K
TC
1748
Trilogy Capital
California
$39K +$3.67K +120 +11%
BC
1749
Barnett & Company
Tennessee
$39K +$37.7K +1,233 New
FPS
1750
Fieldpoint Private Securities
Connecticut
$38K -$13.8K -450 -27%

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.