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Walmart Inc
WMT

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: 57 → 64 (+7)

9% more capital invested

Capital invested by funds: $74.8B → $81.2B (+$6.47B)

2% more funds holding

Funds holding: 1,777 → 1,804 (+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

Top Buyers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
+$239M
2
State Street
State Street
Massachusetts
+$199M
3
Millennium Management
Millennium Management
New York
+$127M
4
Holocene Advisors
Holocene Advisors
New York
+$124M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$111M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$299M
2
Renaissance Technologies
Renaissance Technologies
New York
-$285M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$171M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$127M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$126M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
1801
Clear Investment Research
Georgia
$1K +$1.01K +33 New
AMCA
1802
Arthur M. Cohen & Associates
Illinois
$834 +$10.1K +330 +1%
FRA
1803
Front Row Advisors
California
$783 -$2.48K -81 -0.3%
WG
1804
Welch Group
Alabama
$490 +$551 +18 +0.1%
CF
1805
Centaurus Financial
California
$418 -$799K -26,127 -100%
AIIMS
1806
Analyst IMS Investment Management Services
Israel
$220 +$214K +7,002 New
Renaissance Technologies
1807
Renaissance Technologies
New York
– -$285M -9,967,500 Closed
Berkshire Hathaway
1808
Berkshire Hathaway
Nebraska
– -$119M -4,180,539 Closed
Voloridge Investment Management
1809
Voloridge Investment Management
Florida
– -$119M -4,178,835 Closed
FI
1810
Focused Investors
California
– -$99M -3,468,000 Closed
MC
1811
Maverick Capital
Texas
– -$27.2M -951,930 Closed
IP
1812
Interval Partners
New York
– -$17.2M -602,592 Closed
HCM
1813
Highbridge Capital Management
New York
– -$12M -420,000 Closed
FFIC
1814
First Fiduciary Investment Counsel
Ohio
– -$10.2M -356,373 Closed
LFM
1815
Lumina Fund Management
New York
– -$4.71M -165,000 Closed
CFIC
1816
City Financial Investment Company
United Kingdom
– -$4.28M -150,000 Closed
SCC
1817
Spring Creek Capital
Kansas
– -$3.87M -135,489 Closed
NWM
1818
Nicola Wealth Management
British Columbia, Canada
– -$3.85M -135,000 Closed
LA
1819
Linden Advisors
New York
– -$3.93M -128,364 Closed
LCM
1820
Laurion Capital Management
New York
– -$3.73M -121,797 Closed
UFF
1821
USA Financial Formulas
Michigan
– -$3.28M -110,484 Closed
CTA
1822
Carillon Tower Advisers
Florida
– -$2.8M -98,100 Closed
MIAN
1823
Mariner Independent Advisor Network
Kansas
– -$2.73M -95,676 Closed
JC
1824
JBF Capital
Colorado
– -$2.46M -86,211 Closed
NAM
1825
North American Management
Massachusetts
– -$2.04M -71,550 Closed
71 72
73
74 75

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.