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 2,067 14.83 Premium 2,566 4.39
New Owners Premium 261 180.65 Premium 99 -8.33
Sold Out Premium 85 -17.48 Premium 152 -26.92
# of Owners Buying Premium 639 -1.24 Premium 720 2.71
# of Owners Selling Premium 750 8.54 Premium 710 12.88
Total Shares Owned (Mil) Premium 2,673 175.55 Premium 408 6.80
Total Shares Bought (Mil) Premium 134 172.04 Premium 22 15.89
Total Shares Sold (Mil) Premium 51 -21.52 Premium 26 22.41
Net Share Change (Mil) Premium 83 -642.66 Premium -5 66.31

Fund Owners' Style

 WMT

642 1,561 293 Lg
30 30 8 Md
0 2 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 642 76,241,910 8,909,479 3,318,077 7.91
Large Blend 1,561 294,988,872 10,311,242 16,904,674 -2.19
Large Growth 293 35,465,122 2,328,391 5,988,206 -9.35
Mid Value 30 353,594 14,703 14,307 0.11
Mid Blend 30 528,981 37,833 18,068 3.88
Mid Growth 8 118,772 31,396 26 35.89
Small Value 0 0 -- 4,500 --
Small Blend 2 8,250 6,750 -- --
Small Growth -- -- -- -- --
Total 2,566 407,705,501 21,639,794 26,247,858 -1.12
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 24,770,372 189,183 0.77 0.58 02/28/2014
SPDR S&P 500 Premium 15,602,073 379,195 0.49 0.74 04/02/2014
Vanguard Institutional Index I Premium 16,017,913 32,900 0.50 0.73 02/28/2014
Vanguard 500 Index Inv Premium 15,782,087 84,614 0.49 0.72 02/28/2014
Vanguard Dividend Apprec Idx ETF Premium 10,966,291 -279,457 0.34 3.61 02/28/2014
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
Vanguard Wellington™ Inv Premium 5,908,800 3,995,100 0.18 0.58 12/31/2013
Total: Top 10 funds Premium 120,763,485 8,396,432 3.74

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 199,092,000 -2,025,000 43,960,000 -- 243,052,000
iShares iBoxx $ Invst Grade Crp Bond 203,393,000 128,000 32,675,000 -- 236,068,000
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 -- 193,913,000 -425,000 213,718,000
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
DFA Five-Year Global Fixed-Income Port 0 -- 157,967,000 -- 157,967,000
Total: Top 10 funds 1,599,888,000 41,748,000 593,515,000 -425,000 2,193,403,000
Bond Ownership for Funds only
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Peer Comparison

 WMT

Equity Ownership WMT  
Go
 
Go
 
Go
Market Cap (Mil USD) 250,132 49,134 39,080 8,777
# of Institution Owners 2,067 1,400 1,507 728
# of Fund Owners 2566 1776 1911 1151
% Owned by Institutions 82.74 82.02 90.10 96.71
% Owned by Funds 12.64 40.48 40.13 37.05
% Owned by Insiders 0.49 0.51 0.18 0.4