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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
PW
1776
Price Wealth
Texas
$11K -$26.2K -858 -71%
AA
1777
AlphaMark Advisors
Kentucky
$10K
SIAS
1778
Shine Investment Advisory Services
Colorado
$10K
Financial Engines Advisors
1779
Financial Engines Advisors
California
$10K +$184 +6 +2%
HI
1780
Harrington Investments
California
$9K
RIA
1781
RPG Investment Advisory
California
$9K
SFA
1782
Spectrum Financial Alliance
Kentucky
$9K
TWMP
1783
Taylor Wealth Management Partners
Massachusetts
$9K
TJHA
1784
Thomas J. Herzfeld Advisors
Florida
$9K
FWC
1785
First Washington Corp
Washington
$9K +$9.18K +300 New
FEG
1786
Financial Enhancement Group
Indiana
$8K
MIM
1787
Macroview Investment Management
Maryland
$8K
MUS
1788
Mitsubishi UFJ Securities
Japan
$8K
CFD
1789
Creative Financial Designs
Indiana
$6K -$63.4K -2,073 -92%
PS
1790
Portfolio Strategies
New York
$6K -$55.1K -1,800 -90%
BCM
1791
Brasada Capital Management
Texas
$6K +$5.6K +183 New
OBWP
1792
O'Brien Wealth Partners
Massachusetts
$6K +$5.69K +186 New
FL
1793
Fort LP
Maryland
$5K +$4.5K +147 New
LWS
1794
Lucia Wealth Services
California
$4K
NR
1795
Newfound Research
Massachusetts
$4K
LYV
1796
Live Your Vision
Pennsylvania
$3K
WKWM
1797
Walter & Keenan Wealth Management
Indiana
$2.95K
WAS
1798
WESPAC Advisors SoCal
California
$2K +$2.66K +87 New
IP
1799
Investment Partners
Ohio
$1.36K +$1.19K +39 +0.1%
FFW
1800
Fusion Family Wealth
New York
$1K

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.