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 2,276 21.84 Premium 2,472 3.82
New Owners Premium 233 147.87 Premium 119 -26.54
Sold Out Premium 121 9.01 Premium 114 -54.03
# of Owners Buying Premium 723 9.71 Premium 680 3.34
# of Owners Selling Premium 829 9.80 Premium 620 5.08
Total Shares Owned (Mil) Premium 2,711 176.41 Premium 434 9.15
Total Shares Bought (Mil) Premium 151 125.10 Premium 20 -29.92
Total Shares Sold (Mil) Premium 57 -6.24 Premium 20 -6.94
Net Share Change (Mil) Premium 95 1331.78 Premium 0 -103.35

Fund Owners' Style

 WMT

715 1,480 200 Lg
38 30 8 Md
-- 1 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 715 106,164,286 6,548,246 2,389,887 4.08
Large Blend 1,480 310,962,000 11,464,210 16,252,824 -1.52
Large Growth 200 14,589,051 942,353 1,182,770 -1.62
Mid Value 38 1,148,201 645,007 22,955 118.23
Mid Blend 30 832,481 71,962 10,552 7.96
Mid Growth 8 69,961 3,430 35,008 -31.1
Small Value -- -- -- -- --
Small Blend 1 4,286 2,784 7,000 -49.59
Small Growth -- -- -- -- --
Total 2,472 433,770,266 19,677,992 19,900,996 -0.05
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
SPDR® S&P 500 ETF Premium 16,131,239 -60,316 0.50 0.68 10/30/2014
Vanguard Institutional Index I Premium 15,997,314 -506,170 0.50 0.69 09/30/2014
Total: Top 5 funds Premium 93,180,441 1,103,083 2.9

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
Undrly Fid DC L&G AAA-AA-A 15 Yr Idx CT 270,149,000 270,149,000 0 -- 270,149,000
Vanguard Long Term Investment Grade Fund 325,796,000 -- 0 -- 325,796,000
Vanguard Total Bond Market Index Fund 224,283,994 3,216,994 38,660,000 200,000 262,943,994
iShares iBoxx $ Invst Grade Crp Bond 207,872,000 -400,000 20,709,000 -- 228,581,000
Vanguard Wellington™ 236,799,000 -- 0 -- 236,799,000
Vanguard Wellesley Income 219,345,000 -- 0 -- 219,345,000
Undrly Fid DC L&G Corp Bd All Stks CN 89,496,000 89,496,000 0 -- 89,496,000
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
Total: Top 10 funds 2,065,602,994 357,795,994 59,369,000 200,000 2,124,971,994
Bond Ownership for Funds only
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Peer Comparison

 WMT

Equity Ownership WMT  
Go
 
Go
 
Go
Market Cap (Mil USD) 245,781 58,384 39,176 8,035
# of Institution Owners 2,276 1,534 1,664 724
# of Fund Owners 2472 1846 1769 987
% Owned by Institutions 84.09 80.28 99.21 ---
% Owned by Funds 13.47 40.17 42.53 35.28
% Owned by Insiders 0.53 0.5 0.15 0.4