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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
BCI
1751
Brinker Capital Investments
Pennsylvania
$38K +$1.01K +33 +3%
RWML
1752
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$37.1K +$918 +30 +3%
LWA
1753
Lowe Wealth Advisors
Maryland
$36K +$92 +3 +0.3%
WA
1754
WealthTrust-Arizona
Arizona
$35K -$92 -3 -0.3%
RAM
1755
Riggs Asset Management
Pennsylvania
$33K
MCM
1756
Mainstay Capital Management
Michigan
$33K +$27.5K +900 +600%
ARMC
1757
American Research & Management Company
Massachusetts
$28K
CI
1758
Cowen Inc
New York
$28K +$18.4K +600 +200%
HS
1759
Horan Securities
United States
$27K
MCM
1760
Monument Capital Management
Virginia
$27K
WAS
1761
Winch Advisory Services
Wisconsin
$22K +$92 +3 +0.4%
OAJ
1762
Ogorek Anthony Joseph
New York
$21K
SIA
1763
Sit Investment Associates
Minnesota
$21K
SAM
1764
Shamrock Asset Management
Texas
$20K -$226K -7,374 -92%
QAM
1765
QCI Asset Management
New York
$20K -$9.18K -300 -32%
CT
1766
Clearstead Trust
Maine
$19K
JWBC
1767
John W. Bristol & Co
New York
$19K
RBC
1768
Roble Belko & Company
Pennsylvania
$19K
CWM
1769
Catamount Wealth Management
Connecticut
$18K
KL
1770
KWMG LLC
Kansas
$18K
PCFFS
1771
Pacific Center for Financial Services
California
$17K +$1.65K +54 +11%
MWM
1772
Mascoma Wealth Management
New Hampshire
$16K
AWM
1773
AllSquare Wealth Management
New York
$14K +$5.69K +186 +73%
RCG
1774
Ruggie Capital Group
Florida
$12K -$22K -720 -66%
EWM
1775
Elmwood Wealth Management
California
$11.4K

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.