Equity and Debt

 WMT

 
Type Mil USD
Equity 73,691.0
Debt 39,647.0
 

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 2,061 21.09 Premium 2,615 5.15
New Owners Premium 198 171.23 Premium 113 9.71
Sold Out Premium 157 2.61 Premium 121 -24.84
# of Owners Buying Premium 674 5.97 Premium 654 -9.67
# of Owners Selling Premium 801 17.62 Premium 725 2.69
Total Shares Owned (Mil) Premium 2,415 6.66 Premium 450 2.35
Total Shares Bought (Mil) Premium 152 151.22 Premium 15 -23.57
Total Shares Sold (Mil) Premium 250 -14.22 Premium 13 -56.03
Net Share Change (Mil) Premium -98 -57.69 Premium 1 -111.32

Fund Owners' Style

 WMT

815 1,481 198 Lg
59 52 5 Md
4 0 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 815 148,482,937 6,361,250 6,188,023 0.12
Large Blend 1,481 281,316,586 5,621,198 5,701,358 -0.03
Large Growth 198 14,759,624 2,125,283 1,159,154 7
Mid Value 59 4,425,260 447,137 196,463 6
Mid Blend 52 1,164,867 77,442 65,985 0.99
Mid Growth 5 45,534 28,356 1,574 142.82
Small Value 4 71,561 13,102 1,690 18.97
Small Blend 0 0 -- 19,811 --
Small Growth 1 1,000 -- -- --
Total 2,615 450,267,369 14,673,768 13,334,058 0.3
Data displayed as of  05/31/2017

Equity Ownership

 WMT

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 35,190,797 568,524 1.17 0.48 05/31/2017
Vanguard 500 Index Inv Premium 23,500,786 357,052 0.78 0.57 05/31/2017
Vanguard Institutional Index I Premium 16,533,573 36,890 0.55 0.57 05/31/2017
SPDR® S&P 500 ETF Premium 16,924,802 -116,960 0.53 0.53 06/23/2017
Dodge & Cox Stock Premium 12,988,050 0 0.43 1.44 03/31/2017
Total: Top 5 funds Premium 105,138,008 845,506 3.46

Bond Ownership

 WMT

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Vanguard Long Term Investment Grade Fund 279,027,000 3,000,000 0 -- 279,027,000
iShares iBoxx $ Invst Grade Crp Bond 218,352,000 2,000,000 54,168,000 -120,000 272,520,000
Vanguard Total Bond Market Index Fund 169,765,000 -2,500,000 76,339,000 -- 246,104,000
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 121,131,000 2,250,000 24,005,000 -- 145,136,000
Vanguard Intermediate-Term Invmt-Grd 77,171,000 -- 34,814,000 -- 111,985,000
SLI Global Abs Ret Strat 54,276,000 4,918,000 0 -- 54,276,000
Vanguard Long-Term Bond Index Fund 51,016,000 500,000 0 -- 51,016,000
SEI Long Duration Credit (SIIT) 49,594,000 -- 0 -- 49,594,000
Total: Top 10 funds 1,268,482,000 10,168,000 340,370,000 -120,000 1,608,852,000
Bond Ownership for Funds only
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Peer Comparison

 WMT

Equity Ownership WMT  
Go
 
Go
 
Go
Market Cap (Mil USD) 225,605 68,916 28,005 ---
# of Institution Owners 2,061 1,689 1,513 ---
# of Fund Owners 2615 2129 1871 ---
% Owned by Institutions 80.02 81.73 85.25 ---
% Owned by Funds 14.83 39.85 42.03 ---
% Owned by Insiders 0.3 0.4 0.13 ---