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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
Jacobs Levy Equity Management
1951
Jacobs Levy Equity Management
New Jersey
– -$1.3M -41,400 Closed
SM
1952
Sciencast Management
New Jersey
– -$1.35M -41,058 Closed
ST
1953
Sentinel Trust
Texas
– -$1.27M -40,512 Closed
FRM
1954
Fox Run Management
Connecticut
– -$1.15M -36,873 Closed
DCM
1955
Dynamic Capital Management
Jersey
– -$1.06M -34,020 Closed
BCA
1956
Benchmark Capital Advisors
New York
– -$979K -31,275 Closed
MF
1957
Magnetar Financial
Illinois
– -$885K -28,260 Closed
Arrowstreet Capital
1958
Arrowstreet Capital
Massachusetts
– -$838K -26,763 Closed
FM
1959
Forward Management
California
– -$830K -26,517 Closed
MTIM
1960
Marathon Trading Investment Management
Pennsylvania
– -$688K -21,453 Closed
PWM
1961
Perigon Wealth Management
California
– -$627K -20,028 Closed
Simplex Trading
1962
Simplex Trading
Illinois
– -$630K -19,644 Closed
XS
1963
XR Securities
Illinois
– -$557K -17,379 Closed
CCM
1964
Courage Capital Management
Tennessee
– -$521K -16,650 Closed
BCM
1965
BlueCrest Capital Management
Jersey
– -$519K -16,566 Closed
BFM
1966
Boothbay Fund Management
New York
– -$513K -16,398 Closed
OTC
1967
Opera Trading Capital
France
– -$488K -15,600 Closed
TFS
1968
TrustCore Financial Services
Tennessee
– -$480K -15,330 Closed
MA
1969
MANA Advisors
New York
– -$464K -14,838 Closed
PIMJS
1970
PKO Investment Management Joint-Stock
Poland
– -$460K -14,700 Closed
BSAM
1971
Blue Sky Asset Management
Colorado
– -$455K -14,535 Closed
SL
1972
Signition LP
New York
– -$454K -14,499 Closed
ESBC
1973
E.S. Barr & Co
Kentucky
– -$439K -14,010 Closed
Group One Trading
1974
Group One Trading
Illinois
– -$407K -12,690 Closed
FI
1975
Fosun International
China
– -$386K -12,300 Closed
77 78
79
80 81

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.