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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.8B +$102M +3,331,779 +0.9%
BlackRock
2
BlackRock
New York
$8.46B -$49.9M -1,632,732 -0.6%
State Street
3
State Street
Massachusetts
$6.37B +$199M +6,515,343 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.96B +$22.2M +726,222 +1%
Bank of America
5
Bank of America
North Carolina
$1.63B +$52.9M +1,728,258 +3%
Northern Trust
6
Northern Trust
Illinois
$1.62B -$40.2M -1,314,501 -2%
State Farm Mutual Automobile Insurance
7
State Farm Mutual Automobile Insurance
Illinois
$1.58B
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.56B +$3.75M +122,634 +0.2%
Goldman Sachs
9
Goldman Sachs
New York
$1.35B +$10.8M +352,821 +0.8%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$1.31B -$32.6M -1,065,999 -2%
Morgan Stanley
11
Morgan Stanley
New York
$1.24B -$67M -2,189,025 -5%
Wells Fargo
12
Wells Fargo
California
$1.2B -$75.8M -2,478,819 -6%
AQR Capital Management
13
AQR Capital Management
Connecticut
$1.15B +$239M +7,826,196 +27%
Gates Foundation Trust
14
Gates Foundation Trust
Washington
$1.09B
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.07B -$12M -391,557 -1%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$1.01B -$28.1M -920,193 -3%
Charles Schwab
17
Charles Schwab
California
$997M +$30.4M +992,379 +3%
Ameriprise
18
Ameriprise
Minnesota
$963M -$38.4M -1,255,584 -4%
Fisher Asset Management
19
Fisher Asset Management
Washington
$933M +$29.7M +970,131 +3%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$895M +$55.8M +1,824,954 +7%
AllianceBernstein
21
AllianceBernstein
Tennessee
$885M +$5.75M +188,019 +0.7%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$696M +$10.8M +351,999 +2%
TCIM
23
TIAA CREF Investment Management
New York
$683M +$44.1M +1,442,949 +7%
Legal & General Group
24
Legal & General Group
United Kingdom
$661M +$1.56M +51,135 +0.2%
PI
25
Putnam Investments
Massachusetts
$526M +$8.15M +266,574 +2%

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.