Equity and Debt

 WMT

 
Type Mil USD
Equity 77,746.0
Debt 51,179.0
 

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 2,289 22.67 Premium 2,455 2.98
New Owners Premium 244 156.84 Premium 123 -24.07
Sold Out Premium 116 3.57 Premium 110 -55.65
# of Owners Buying Premium 735 11.70 Premium 618 -6.22
# of Owners Selling Premium 806 7.04 Premium 577 -2.04
Total Shares Owned (Mil) Premium 2,714 176.64 Premium 419 5.51
Total Shares Bought (Mil) Premium 150 123.79 Premium 19 -33.72
Total Shares Sold (Mil) Premium 50 -17.05 Premium 12 -41.61
Net Share Change (Mil) Premium 100 1418.15 Premium 6 -8.55

Fund Owners' Style

 WMT

735 1,456 188 Lg
37 30 9 Md
-- 0 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 735 110,581,440 6,418,413 1,529,197 4.63
Large Blend 1,456 292,356,431 10,501,794 9,746,532 0.26
Large Growth 188 14,362,373 977,484 1,119,556 -0.98
Mid Value 37 1,141,282 639,400 15,965 120.39
Mid Blend 30 795,976 65,469 26,699 5.12
Mid Growth 9 93,410 4,225 30,515 -21.96
Small Value -- -- -- -- --
Small Blend 0 0 -- 9,005 --
Small Growth -- -- -- -- --
Total 2,455 419,330,912 18,606,785 12,477,469 1.48
Data displayed as of  09/30/2014

Equity Ownership

 WMT

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 26,353,539 130,324 0.82 0.57 09/30/2014
Dodge & Cox Stock Premium 18,305,350 1,840,200 0.57 2.39 09/30/2014
Vanguard 500 Index Inv Premium 16,392,999 -300,955 0.51 0.69 09/30/2014
Vanguard Institutional Index I Premium 15,997,314 -506,170 0.50 0.69 09/30/2014
SPDR® S&P 500 ETF Premium 15,911,834 -187,368 0.48 0.7 10/16/2014
Vanguard Dividend Appreciation ETF Premium 12,385,204 -91,069 0.38 3.95 09/30/2014
Vanguard Windsor™ II Inv Premium 11,914,705 82,000 0.37 1.77 06/30/2014
Vanguard Wellington™ Inv Premium 7,977,900 389,800 0.25 0.68 06/30/2014
Vanguard Dividend Growth Inv Premium 7,691,004 396,742 0.24 2.71 06/30/2014
Consumer Staples Select Sector SPDR® ETF Premium 7,602,763 116,490 0.23 7.08 10/16/2014
Total: Top 10 funds Premium 140,532,612 1,869,994 4.35

Bond Ownership

 WMT

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
L&G Pension PMC AAA AA A Bd +15 Inx 268,924,000 -3,350,000 0 -- 268,924,000
Vanguard Long Term Investment Grade Fund 325,796,000 -- 0 -- 325,796,000
Vanguard Total Bond Market Index Fund 221,067,000 1,900,000 38,460,000 150,000 259,527,000
iShares iBoxx $ Invst Grade Crp Bond 210,710,000 -- 20,328,000 1,000,000 231,038,000
Vanguard Wellington™ 236,799,000 -- 0 -- 236,799,000
Vanguard Wellesley Income 219,345,000 -- 0 -- 219,345,000
AEGON Intl International M&G Optimal Inc 138,265,000 -- 0 -- 138,265,000
L&G Pension PMC AAA AA A Bd All Stock 84,673,000 -1,316,000 0 -- 84,673,000
Vanguard Total Bond Market II Index Fund 105,170,000 -- 23,280,000 -- 128,450,000
DFA Five-Year Global Fixed-Income Port 0 -- 148,967,000 -- 148,967,000
Total: Top 10 funds 1,810,749,000 -2,766,000 231,035,000 1,150,000 2,041,784,000
Bond Ownership for Funds only
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Peer Comparison

 WMT

Equity Ownership WMT  
Go
 
Go
 
Go
Market Cap (Mil USD) 238,788 54,567 37,434 7,766
# of Institution Owners 2,289 1,530 1,657 729
# of Fund Owners 2455 1838 1756 988
% Owned by Institutions 84.16 80.48 99.95 ---
% Owned by Funds 12.96 38.95 40.84 34.65
% Owned by Insiders 0.53 0.5 0.16 0.4