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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
NFA
1851
Nuveen Fund Advisors
Illinois
-$218K -7,644 Closed
CCFCSB
1852
Cape Cod Five Cents Savings Bank
Massachusetts
-$213K -7,470 Closed
MGAM
1853
McGowan Group Asset Management
Texas
-$209K -7,326 Closed
FIA
1854
FNY Investment Advisers
New York
-$208K -6,801 Closed
EVC
1855
Eidelman Virant Capital
Missouri
-$179K -6,300 Closed
GFP
1856
Gryphon Financial Partners
Ohio
-$173K -6,072 Closed
RWP
1857
RWA Wealth Partners
Massachusetts
-$166K -5,805 Closed
SAS
1858
Stelac Advisory Services
New York
-$161K -5,631 Closed
SM
1859
SG3 Management
Puerto Rico
-$128K -4,500 Closed
GBBWRPM
1860
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$126K -4,401 Closed
DSN
1861
D. Scott Neal
Kentucky
-$92K -3,216 Closed
AWA
1862
Acorn Wealth Advisors
Michigan
-$75K -2,694 Closed
LC
1863
Landaas & Company
Wisconsin
-$75K -2,619 Closed
RCWMU
1864
Rothschild & Co Wealth Management (UK)
United Kingdom
-$50K -1,737 Closed
CPA
1865
Clear Perspective Advisors
Illinois
-$45K -1,581 Closed
CC
1866
Claybrook Capital
Massachusetts
-$34K -1,200 Closed
MBT
1867
Monroe Bank & Trust
Michigan
-$30K -1,056 Closed
CAM
1868
Close Asset Management
United Kingdom
-$26K -900 Closed
TIM
1869
Thornburg Investment Management
New Mexico
-$22K -780 Closed
BL
1870
Balentine LLC
Georgia
-$9K -315 Closed
IP
1871
Isthmus Partners
Wisconsin
-$9K -300 Closed
CFC
1872
Coyle Financial Counsel
Illinois
-$8K -297 Closed
NPP
1873
New Potomac Partners
Maryland
-$6K -222 Closed
PFA
1874
Pathway Financial Advisors
Vermont
-$5K -189 Closed
CDIA
1875
Capital Directions Investment Advisors
Georgia
-$4K -147 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.