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 2,294 23.27 Premium 2,493 4.62
New Owners Premium 234 146.32 Premium 125 -22.36
Sold Out Premium 130 16.07 Premium 138 -44.35
# of Owners Buying Premium 752 14.63 Premium 698 6.08
# of Owners Selling Premium 795 5.72 Premium 579 -1.53
Total Shares Owned (Mil) Premium 2,722 177.63 Premium 426 7.06
Total Shares Bought (Mil) Premium 151 124.34 Premium 26 -6.34
Total Shares Sold (Mil) Premium 50 -18.29 Premium 21 -1.97
Net Share Change (Mil) Premium 101 1506.11 Premium 5 -20.35

Fund Owners' Style

 WMT

723 1,492 203 Lg
35 31 9 Md
-- 0 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 723 110,921,329 6,589,969 1,822,420 4.49
Large Blend 1,492 297,444,193 17,580,234 15,239,657 0.79
Large Growth 203 15,136,954 1,261,484 3,634,722 -13.55
Mid Value 35 1,133,331 710,084 10,492 161.29
Mid Blend 31 813,064 60,102 25,674 4.42
Mid Growth 9 98,334 9,755 25,607 -13.88
Small Value -- -- -- -- --
Small Blend 0 0 -- 2,838 --
Small Growth -- -- -- -- --
Total 2,493 425,547,205 26,211,628 20,761,410 1.3
Data displayed as of  08/31/2014

Equity Ownership

 WMT

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 26,223,215 299,766 0.81 0.55 08/31/2014
SPDR® S&P 500 ETF Premium 16,460,325 141,033 0.52 0.68 09/24/2014
Vanguard 500 Index Inv Premium 16,693,954 149,964 0.52 0.68 08/31/2014
Vanguard Institutional Index I Premium 16,503,484 94,800 0.51 0.68 08/31/2014
Dodge & Cox Stock Premium 16,465,150 5,600,000 0.51 2.11 06/30/2014
Vanguard Dividend Appreciation ETF Premium 12,476,273 -20,152 0.39 3.86 08/31/2014
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 6,829,693 21,180 0.22 7.13 09/24/2014
Total: Top 10 funds Premium 139,235,703 7,155,133 4.34

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 298,268,000 49,909,000 0 -- 298,268,000
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
Vanguard Wellington™ 236,799,000 -- 0 -- 236,799,000
iShares iBoxx $ Invst Grade Crp Bond 205,438,000 -750,000 19,538,000 -- 224,976,000
Vanguard Wellesley Income 219,345,000 -- 0 -- 219,345,000
L&G Pension PMC AAA AA A Bd All Stock 94,890,000 -6,264,000 0 -- 94,890,000
AEGON Intl International M&G Optimal Inc 138,265,000 -- 0 -- 138,265,000
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 1,845,038,000 44,795,000 230,245,000 150,000 2,075,283,000
Bond Ownership for Funds only
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Peer Comparison

 WMT

Equity Ownership WMT  
Go
 
Go
 
Go
Market Cap (Mil USD) 245,298 55,076 39,848 7,882
# of Institution Owners 2,294 1,534 1,674 729
# of Fund Owners 2493 1837 1796 1011
% Owned by Institutions 84.30 81.13 --- ---
% Owned by Funds 13.22 38.98 41.41 35.17
% Owned by Insiders 0.54 0.52 0.17 0.4