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Walmart Inc
WMT

1,917 hedge funds and large institutions have $79.7B invested in Walmart Inc in 2018 Q4 according to their latest regulatory filings, with 235 funds opening new positions, 679 increasing their positions, 755 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 235 | Existing positions closed: 103

56% more funds holding in top 10

Funds holding in top 10: 64 → 100 (+36)

6% more funds holding

Funds holding: 1,804 → 1,917 (+113)

0.26% more ownership

Funds ownership: 88.63% → 88.88% (+0.26%)

2% less capital invested

Capital invested by funds: $81.2B → $79.7B (-$1.56B)

10% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 755

22% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $1.74B

Holders
1,917
Holders Change
+113
Holders Change %
+6.26%
% of All Funds
42.7%
Holding in Top 10
100
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+56.25%
% of All Funds
2.23%
New
235
Increased
679
Reduced
755
Closed
103
Calls
$1.36B
Puts
$1.74B
Net Calls
-$383M
Net Calls Change
-$509M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$475M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$387M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$326M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$294M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$160M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$513M
2
BlackRock
BlackRock
New York
-$292M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$230M
4
LSV Asset Management
LSV Asset Management
Illinois
-$220M
5
Millennium Management
Millennium Management
New York
-$216M
Name Holding Trade Value Shares
Change 		Change in
Stake
CLCM
1926
Crawford Lake Capital Management
New Jersey
– -$14.7M -470,850 Closed
QT
1927
Quantbot Technologies
New York
– -$14.1M -451,464 Closed
HI
1928
HBK Investments
Texas
– -$12.3M -384,627 Closed
LCM
1929
Landscape Capital Management
New Jersey
– -$9.36M -327,837 Closed
FSA
1930
Financial Sense Advisors
California
– -$6.86M -219,087 Closed
Qube Research & Technologies (QRT)
1931
Qube Research & Technologies (QRT)
United Kingdom
– -$6.81M -217,662 Closed
CC
1932
Carlson Capital
Texas
– -$6.1M -195,000 Closed
LMGAM
1933
Liberty Mutual Group Asset Management
Massachusetts
– -$5.43M -173,484 Closed
ARTA
1934
A.R.T. Advisors
New York
– -$5.04M -161,142 Closed
LI
1935
Lafayette Investments
Maryland
– -$4.87M -155,661 Closed
NIMI
1936
Natixis Investment Managers International
France
– -$4.29M -137,181 Closed
GECH
1937
Garnet Equity Capital Holdings
New York
– -$3.76M -120,000 Closed
GCP
1938
GSA Capital Partners
United Kingdom
– -$2.84M -90,672 Closed
MWNA
1939
Marshall Wace North America
New York
– -$2.63M -84,015 Closed
VCM
1940
Virtue Capital Management
Tennessee
– -$2.35M -75,168 Closed
VF
1941
Virtu Financial
New York
– -$2.24M -71,445 Closed
CC
1942
Cipher Capital
New York
– -$2M -63,831 Closed
QAM
1943
Quantres Asset Management
Cayman Islands
– -$1.94M -61,800 Closed
CCP
1944
Clifford Capital Partners
Utah
– -$1.9M -60,639 Closed
FEG
1945
Fund Evaluation Group
Ohio
– -$1.88M -60,075 Closed
ICP
1946
Ironvine Capital Partners
Nebraska
– -$1.81M -57,807 Closed
QC
1947
Quadrature Capital
United Kingdom
– -$1.75M -55,872 Closed
TCM
1948
Teza Capital Management
Illinois
– -$1.56M -49,803 Closed
BA
1949
Bridgewater Associates
Connecticut
– -$1.4M -44,721 Closed
KAS
1950
Kemnay Advisory Services
New York
– -$1.3M -41,550 Closed
76 77
78
79 80

WMT Hedge Fund Activity: Q4 2018 in Review

1,917 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q4 2018, worth a combined $79.7B — down 1.9% from $81.2B a quarter earlier.

Buyers outnumbered sellers: 235 funds opened new WMT positions and 103 closed out — a net gain of 132 holders — while 679 added to existing stakes and 755 trimmed.

The largest buyer was Bank of America, adding an estimated $475M. The largest seller was Goldman Sachs, cutting an estimated $513M.

  • 1,917 institutional investors held Walmart Inc (WMT) as of Q4 2018, up from 1,804 in Q3 2018.
  • Funds reported $79.7B of Walmart Inc stock for Q4 2018, down 1.9% quarter-over-quarter.
  • 235 funds opened new Walmart Inc positions in Q4 2018 and 103 closed out, a net change of +132 holders.
  • The largest Walmart Inc buyer in Q4 2018 was Bank of America, an estimated $475M added.
  • The largest Walmart Inc seller in Q4 2018 was Goldman Sachs, an estimated $513M sold.

Based on aggregated 13F filings for Q4 2018.