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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
EHC
201
Everett Harris & Co
California
$33.2M -$850K -27,783 -3%
First Trust Advisors
202
First Trust Advisors
Illinois
$32.3M -$4.13M -135,129 -12%
SI
203
Stephens Inc
Arkansas
$32.1M -$1.1M -36,084 -3%
BTS
204
BB&T Securities
Virginia
$31.7M +$1.07M +34,839 +4%
TAM
205
Tocqueville Asset Management
New York
$31.6M -$1.2M -39,255 -4%
BHC
206
Bowen Hanes & Co
Florida
$31.3M -$700K -22,884 -2%
UCFA
207
United Capital Financial Advisors
Texas
$30.8M +$810K +26,487 +3%
JIR
208
James Investment Research
Ohio
$30.8M +$956K +31,251 +3%
Axa
209
Axa
France
$30.5M +$1.4M +45,624 +5%
CIC
210
Crawford Investment Counsel
Georgia
$30.5M -$14.4K -471 -0%
JIC
211
Johnson Investment Counsel
Ohio
$30.3M -$6.24M -204,090 -17%
TPSF
212
Texas Permanent School Fund
Texas
$30.3M -$2.83M -92,625 -9%
SAM
213
Shell Asset Management
Netherlands
$30M -$1.41M -46,203 -5%
NA
214
Neuburgh Advisers
California
$30M -$13M -424,710 -31%
QI
215
QS Investors
New York
$29.7M -$1.62M -53,070 -5%
SGAM
216
Smith Group Asset Management
Texas
$29.5M -$976K -31,917 -3%
IC
217
InterOcean Capital
Illinois
$28.5M +$1.44M +47,226 +5%
SCP
218
Seizert Capital Partners
Michigan
$28.3M +$5.24M +171,447 +23%
M&T Bank
219
M&T Bank
New York
$28.1M -$197K -6,426 -0.7%
CCM
220
Compass Capital Management
Minnesota
$28M +$236K +7,701 +0.9%
Balyasny Asset Management
221
Balyasny Asset Management
Illinois
$27.9M -$36.5M -1,192,851 -57%
CCP
222
Clarkston Capital Partners
Michigan
$27.6M -$5.51K -180 -0%
Acadian Asset Management
223
Acadian Asset Management
Massachusetts
$27.4M +$16M +521,685 +148%
FDCDDQ
224
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.1M +$481K +15,714 +2%
PG
225
Pendal Group
Australia
$26.9M +$1.91M +62,532 +8%

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.