Equity and Debt

 WMT

 
Type Mil USD
Equity 76,255.0
Debt 53,544.0
 

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 2,136 18.80 Premium 2,565 4.31
New Owners Premium 265 181.91 Premium 98 -11.71
Sold Out Premium 115 13.86 Premium 172 -16.10
# of Owners Buying Premium 674 4.17 Premium 698 -0.43
# of Owners Selling Premium 758 9.86 Premium 735 16.85
Total Shares Owned (Mil) Premium 2,684 176.75 Premium 423 10.88
Total Shares Bought (Mil) Premium 140 184.65 Premium 27 43.10
Total Shares Sold (Mil) Premium 51 -21.03 Premium 19 -10.35
Net Share Change (Mil) Premium 89 -685.19 Premium 8 -389.79

Fund Owners' Style

 WMT

653 1,565 274 Lg
28 31 11 Md
-- 2 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 653 79,040,311 9,925,249 4,043,429 8.04
Large Blend 1,565 309,318,866 15,056,940 9,287,962 1.9
Large Growth 274 33,424,911 1,679,786 5,739,288 -10.83
Mid Value 28 425,905 6,885 14,276 -1.71
Mid Blend 31 598,148 35,727 37,817 -0.35
Mid Growth 11 177,480 49,093 118 38.11
Small Value -- -- -- -- --
Small Blend 2 8,250 3,250 875 40.43
Small Growth 1 4,900 4,900 -- --
Total 2,565 422,998,771 26,761,830 19,123,765 1.84
Data displayed as of  03/31/2014

Equity Ownership

 WMT

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 25,048,091 277,719 0.78 0.59 03/31/2014
Vanguard Institutional Index I Premium 16,110,013 92,100 0.50 0.74 03/31/2014
Vanguard 500 Index Inv Premium 15,938,680 156,593 0.49 0.74 03/31/2014
SPDR S&P 500 Premium 15,457,273 81,450 0.49 0.75 04/17/2014
Vanguard Dividend Apprec Idx ETF Premium 12,180,082 1,213,791 0.38 4.07 03/31/2014
Dodge & Cox Stock Premium 10,865,150 406,500 0.34 1.49 03/31/2014
SSgA S&P 500 Index Strategy Premium 10,064,865 96,131 0.31 0.87 03/31/2013
Vanguard Windsor™ II Inv Premium 8,249,405 3,552,905 0.25 1.37 12/31/2013
Vanguard Dividend Growth Inv Premium 6,609,547 305,055 0.20 2.62 12/31/2013
Fidelity Spartan® 500 Index Inv Premium 6,792,132 40,806 0.21 0.71 02/28/2014
Total: Top 10 funds Premium 127,315,238 6,223,050 3.95

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 328,296,000 -- 0 -- 328,296,000
Vanguard Total Bond Market Index Fund 199,692,000 600,000 44,760,000 800,000 244,452,000
iShares iBoxx $ Invst Grade Crp Bond 201,593,000 -- 32,675,000 -- 234,268,000
Vanguard Wellington™ 236,799,000 -- 0 -- 236,799,000
Vanguard Wellesley Income 219,345,000 -- 0 -- 219,345,000
Vanguard Short-Term Investment-Grade 19,805,000 -- 178,273,000 -425,000 198,078,000
L&G Pension PMC AAA AA A Bd All Stock 94,890,000 -6,264,000 0 -- 94,890,000
Prudential Core Taxable MMkt 0 -- 165,000,000 -- 165,000,000
Vanguard Total Bond Market II Index Fund 105,170,000 -- 26,980,000 -- 132,150,000
Total: Top 10 funds 1,703,858,000 44,245,000 447,688,000 375,000 2,151,546,000
Bond Ownership for Funds only
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Peer Comparison

 WMT

Equity Ownership WMT  
Go
 
Go
 
Go
Market Cap (Mil USD) 250,778 49,926 37,990 7,858
# of Institution Owners 2,136 1,430 1,562 747
# of Fund Owners 2565 1772 1897 1159
% Owned by Institutions 82.98 82.13 90.21 ---
% Owned by Funds 13.02 39.94 39.74 40.69
% Owned by Insiders 0.5 0.51 0.17 0.39