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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
EGM
1826
Engineers Gate Manager
New York
-$1.59M -55,575 Closed
Wealth Enhancement Advisory Services
1827
Wealth Enhancement Advisory Services
Minnesota
-$1M -34,839 Closed
CHA
1828
Cedar Hill Associates
Illinois
-$799K -27,969 Closed
KPF
1829
K2 Principal Fund
Ontario, Canada
-$574K -20,100 Closed
MSU
1830
Mizuho Securities USA
New York
-$574K -20,100 Closed
CA
1831
Cynosure Advisors
Utah
-$565K -19,791 Closed
OWA
1832
One Wealth Advisors
California
-$444K -15,540 Closed
CM
1833
Caption Management
Oklahoma
-$459K -15,000 Closed
IPGDR
1834
Investidor Profissional Gestao de Recursos
Brazil
-$387K -13,542 Closed
ACP
1835
Arcus Capital Partners
Georgia
-$375K -13,146 Closed
Coatue Management
1836
Coatue Management
New York
-$368K -12,915 Closed
DAM
1837
Deltec Asset Management
New York
-$364K -12,750 Closed
SCI
1838
S&CO Inc
Massachusetts
-$360K -12,600 Closed
ACM
1839
Alethea Capital Management
Washington
-$348K -12,177 Closed
SC
1840
Searle & Co
Connecticut
-$347K -12,150 Closed
ICM
1841
Ionic Capital Management
New York
-$334K -11,700 Closed
PCM
1842
Poehling Capital Management
Wisconsin
-$330K -11,553 Closed
JIM
1843
Jupiter Investment Management
United Kingdom
-$327K -11,484 Closed
LPC
1844
Loeb Partners Corp
New York
-$296K -10,350 Closed
RWM
1845
Ritholtz Wealth Management
New York
-$273K -9,555 Closed
MWM
1846
Meridian Wealth Management
Kentucky
-$248K -8,682 Closed
CCM
1847
Canal Capital Management
Virginia
-$237K -8,292 Closed
DA
1848
Doliver Advisors
Texas
-$231K -8,073 Closed
DK
1849
Darrell & King
Virginia
-$224K -7,860 Closed
AAM
1850
Autus Asset Management
Arizona
-$223K -7,785 Closed

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.