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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
SB
176
Suntrust Banks
Georgia
$39.4M +$2.76M +90,237 +8%
Point72 Asset Management
177
Point72 Asset Management
Connecticut
$39.4M +$38.5M +1,257,888 New
Nomura Asset Management
178
Nomura Asset Management
Japan
$39.2M +$497K +16,263 +1%
MIM
179
MetLife Investment Management
New Jersey
$39.2M -$772K -25,254 -2%
ECM
180
Element Capital Management
New York
$38.8M +$36.1M +1,180,533 +1,987%
Man Group
181
Man Group
United Kingdom
$38.6M +$20.1M +658,020 +115%
QI
182
QV Investors
Alberta, Canada
$38.5M -$5.26M -172,110 -12%
PCA
183
Personal Capital Advisors
California
$38.4M +$2.08M +68,097 +6%
TAM
184
Tyers Asset Management
Texas
$38.1M -$16.5M -540,540 -31%
BCIM
185
British Columbia Investment Management
British Columbia, Canada
$38.1M -$10.9M -356,868 -23%
FIM
186
Foresters Investment Management
New York
$37.5M +$3.71M +121,230 +11%
H
187
Hexavest
Quebec, Canada
$37M -$1.8M -58,920 -5%
NB
188
Norinchukin Bank
Japan
$36.8M -$1.39M -45,438 -4%
William Blair & Company
189
William Blair & Company
Illinois
$36.8M +$1.64M +53,502 +5%
KeyBank National Association
190
KeyBank National Association
Ohio
$36.4M -$41.6K -1,359 -0.1%
Baird Financial Group
191
Baird Financial Group
Wisconsin
$35.1M -$220K -7,203 -0.6%
VIP
192
Vantage Investment Partners
Missouri
$35M -$46.2M -1,511,850 -57%
AIMCA
193
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$34.4M -$5.79M -189,300 -15%
SLAM
194
Swiss Life Asset Management
$34M -$1.6M -52,251 -5%
Mitsubishi UFJ Asset Management
195
Mitsubishi UFJ Asset Management
Japan
$34M +$786K +25,695 +2%
CWM
196
CIBC World Markets
New York
$33.9M +$2.74M +89,463 +9%
Luther King Capital Management (LKCM)
197
Luther King Capital Management (LKCM)
Texas
$33.9M -$202K -6,591 -0.6%
Zurich Cantonal Bank
198
Zurich Cantonal Bank
Switzerland
$33.6M -$6.03M -197,229 -16%
LTFS
199
Ladenburg Thalmann Financial Services
Florida
$33.2M +$2.66M +86,937 +9%
BS
200
Banco Santander
Spain
$33.2M +$5.51M +180,090 +20%

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.