Equity and Debt

 WMT

 
Type Mil USD
Equity 76,145.0
Debt 42,577.0
 

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 2,087 17.31 Premium 2,547 9.03
New Owners Premium 211 99.06 Premium 123 38.20
Sold Out Premium 145 47.96 Premium 112 -42.27
# of Owners Buying Premium 684 9.27 Premium 610 7.58
# of Owners Selling Premium 790 8.22 Premium 793 3.52
Total Shares Owned (Mil) Premium 967 9.86 Premium 454 4.46
Total Shares Bought (Mil) Premium 131 129.20 Premium 18 11.22
Total Shares Sold (Mil) Premium 135 21.12 Premium 12 -37.09
Net Share Change (Mil) Premium -3 -93.82 Premium 6 -267.13

Fund Owners' Style

 WMT

681 1,451 294 Lg
45 58 15 Md
1 1 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 681 128,844,967 6,551,331 4,759,353 1.41
Large Blend 1,451 287,881,785 5,323,334 5,388,735 -0.02
Large Growth 294 28,616,938 5,166,324 1,650,479 14.01
Mid Value 45 4,096,705 556,325 182,832 10.03
Mid Blend 58 4,107,484 236,403 193,317 1.06
Mid Growth 15 314,702 22,910 20,251 0.85
Small Value 1 100 -- 2,750 --
Small Blend 1 1,000 -- -- --
Small Growth 1 6,266 6,266 750 735.47
Total 2,547 453,869,947 17,862,893 12,198,467 1.26
Data displayed as of  11/30/2017

Equity Ownership

 WMT

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 35,938,920 136,367 1.21 0.49 10/31/2017
Vanguard 500 Index Inv Premium 24,639,388 359,955 0.83 0.63 11/30/2017
SPDR® S&P 500 ETF Premium 17,330,905 -69,864 0.58 0.62 12/14/2017
Vanguard Institutional Index I Premium 15,288,254 -291,987 0.52 0.58 10/31/2017
Dodge & Cox Stock Premium 12,988,050 0 0.43 1.49 09/30/2017
Fidelity Spartan® 500 Index Inv Premium 8,730,826 218,270 0.29 0.58 10/31/2017
Vanguard Value Index Inv Premium 7,800,114 19,349 0.26 1.19 11/30/2017
SPDR® Dow Jones Industrial Average ETF Premium 5,956,987 -27,512 0.20 2.72 12/14/2017
Consumer Staples Select Sector SPDR® ETF Premium 5,353,250 45,472 0.18 5.4 12/14/2017
iShares Russell 1000 Value Premium 4,707,985 17,688 0.16 1.13 12/13/2017
Total: Top 10 funds Premium 138,734,679 407,738 4.66

Bond Ownership

 WMT

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Vanguard Long Term Investment Grade Fund 209,825,000 1,335,000 0 -- 209,825,000
Vanguard Wellington™ 150,920,000 -- 54,754,000 -- 205,674,000
Vanguard Total Bond Market Index Fund 146,076,000 200,000 33,180,000 -36,819,000 179,256,000
Vanguard Wellesley Income Fund 97,230,000 -- 96,290,000 -- 193,520,000
iShares iBoxx $ Invst Grade Crp Bond 115,687,000 -- 27,502,000 -- 143,189,000
Vanguard Total Bond Market II Index Fund 110,371,000 -- 21,205,000 -8,750,000 131,576,000
Vanguard Intermediate-Term Invmt-Grd 77,171,000 -- 13,619,000 -- 90,790,000
Vanguard Long-Term Bond Index Fund 44,629,000 481,000 0 -- 44,629,000
Scottish Widows Corporate Bd Trkr 28,117,000 -- 0 -- 28,117,000
Vanguard Short-Term Investment-Grade 0 -- 48,645,000 -- 48,645,000
Total: Top 10 funds 980,026,000 2,016,000 295,195,000 -45,569,000 1,275,221,000
Bond Ownership for Funds only
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Peer Comparison

 WMT

Equity Ownership WMT  
Go
 
Go
 
Go
Market Cap (Mil USD) 287,677 84,221 34,033 ---
# of Institution Owners 2,087 1,697 1,484 ---
# of Fund Owners 2547 2035 1777 ---
% Owned by Institutions 32.59 78.11 86.61 ---
% Owned by Funds 15.48 38.70 44.72 ---
% Owned by Insiders 0.32 0.39 0.13 ---