Equity and Debt

 WMT

 
Type Mil USD
Equity 77,798.0
Debt 39,370.0
 

Equity Owners

 WMT

 
Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

 WMT

Institutions Funds
Name Ownership Trend
Previous 8 Qtrs
Current % Chg from
Prev Qtr
Ownership Trend
Previous 8 Qtrs
Current % Chg from
Prev Qtr
Total Owners Premium 1,854 -1.33 Premium 2,643 6.96
New Owners Premium 165 47.32 Premium 219 33.54
Sold Out Premium 123 30.85 Premium 90 -53.61
# of Owners Buying Premium 643 -5.72 Premium 682 3.18
# of Owners Selling Premium 701 1.89 Premium 713 16.31
Total Shares Owned (Mil) Premium 2,360 157.45 Premium 446 2.51
Total Shares Bought (Mil) Premium 141 103.34 Premium 56 166.18
Total Shares Sold (Mil) Premium 280 222.06 Premium 16 -15.06
Net Share Change (Mil) Premium -139 691.40 Premium 41 1415.44

Fund Owners' Style

 WMT

838 1,488 199 Lg
58 48 6 Md
4 1 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 838 152,585,100 29,305,672 8,649,779 15.66
Large Blend 1,488 279,544,771 25,382,407 3,657,531 8.43
Large Growth 199 10,604,953 1,105,303 2,127,864 -8.79
Mid Value 58 1,563,147 372,326 1,028,252 -29.56
Mid Blend 48 1,084,143 111,811 173,428 -5.38
Mid Growth 6 26,808 9,276 11,992 -9.2
Small Value 4 72,757 66,464 -- --
Small Blend 1 22,400 18,900 19,811 -3.91
Small Growth 1 1,000 -- -- --
Total 2,643 445,505,079 56,372,159 15,668,657 10.06
Data displayed as of  03/31/2017

Equity Ownership

 WMT

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 34,237,730 365,127 1.13 0.44 03/31/2017
Vanguard 500 Index Inv Premium 22,976,161 381,550 0.76 0.53 03/31/2017
SPDR® S&P 500 ETF Premium 17,451,526 17,451,526 0.60 0.55 04/26/2017
Vanguard Institutional Index I Premium 16,455,403 -142,800 0.54 0.53 03/31/2017
Dodge & Cox Stock Premium 12,988,050 0 0.43 1.44 03/31/2017
Fidelity Spartan® 500 Index Inv Premium 8,586,417 72,764 0.28 0.52 02/28/2017
Vanguard Value Index Inv Premium 7,666,741 23,105 0.25 1 03/31/2017
Consumer Staples Select Sector SPDR® ETF Premium 7,060,449 7,060,449 0.24 5.95 04/27/2017
SPDR® Dow Jones Industrial Average ETF Premium 5,305,699 5,305,699 0.18 2.46 04/26/2017
iShares Russell 1000 Value Premium 4,991,925 13,914 0.17 1.01 04/27/2017
Total: Top 10 funds Premium 137,720,101 30,531,334 4.58

Bond Ownership

 WMT

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Vanguard Long Term Investment Grade Fund 276,027,000 -3,810,000 0 -- 276,027,000
iShares iBoxx $ Invst Grade Crp Bond 199,832,000 900,000 47,843,000 -- 247,675,000
Vanguard Total Bond Market Index Fund 171,599,000 -825,000 76,239,000 -20,850,000 247,838,000
Vanguard Wellington™ 150,920,000 -- 54,754,000 -- 205,674,000
Vanguard Wellesley Income Fund 97,230,000 -- 96,290,000 -- 193,520,000
Vanguard Total Bond Market II Index Fund 118,881,000 -2,000,000 24,005,000 -7,345,000 142,886,000
Vanguard Intermediate-Term Invmt-Grd 77,171,000 -- 34,814,000 -- 111,985,000
SLI Global Abs Ret Strat 49,358,000 -- 0 -- 49,358,000
Vanguard Long-Term Bond Index Fund 53,277,000 2,800,000 0 -- 53,277,000
Vanguard Short-Term Corp Bd Idx 0 -3,370,000 59,930,000 -3,370,000 59,930,000
Total: Top 10 funds 1,194,295,000 -2,935,000 393,875,000 -31,565,000 1,588,170,000
Bond Ownership for Funds only
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Peer Comparison

 WMT

Equity Ownership WMT  
Go
 
Go
 
Go
Market Cap (Mil USD) 228,701 77,890 31,000 ---
# of Institution Owners 1,854 1,535 1,396 ---
# of Fund Owners 2643 2148 1960 ---
% Owned by Institutions 77.76 78.71 87.84 ---
% Owned by Funds 14.80 41.22 42.19 ---
% Owned by Insiders 0.3 0.4 0.15 ---