Equity and Debt

 WMT

 
Type Mil USD
Equity 73,088.0
Debt 52,503.0
 

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 2,288 5.44 Premium 2,500 -0.48
New Owners Premium 233 4.48 Premium 118 15.69
Sold Out Premium 129 0.78 Premium 137 -36.28
# of Owners Buying Premium 750 9.17 Premium 672 9.80
# of Owners Selling Premium 793 -1.98 Premium 629 -19.36
Total Shares Owned (Mil) Premium 2,723 3.76 Premium 425 4.24
Total Shares Bought (Mil) Premium 159 141.97 Premium 27 16.66
Total Shares Sold (Mil) Premium 56 8.92 Premium 20 16.06
Net Share Change (Mil) Premium 103 605.02 Premium 8 18.28

Fund Owners' Style

 WMT

721 1,488 216 Lg
31 33 10 Md
-- 1 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 721 108,680,273 8,320,207 2,860,340 5.29
Large Blend 1,488 296,655,135 17,085,774 12,990,721 1.4
Large Growth 216 17,711,970 1,889,249 3,951,507 -10.43
Mid Value 31 478,494 83,150 8,248 18.56
Mid Blend 33 888,547 93,602 11,958 10.12
Mid Growth 10 97,467 6,186 11,088 -4.79
Small Value -- -- -- -- --
Small Blend 1 12,500 4,750 2,838 18.06
Small Growth -- -- -- -- --
Total 2,500 424,524,386 27,482,918 19,836,700 1.83
Data displayed as of  07/31/2014

Equity Ownership

 WMT

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 25,923,449 254,852 0.80 0.56 07/31/2014
Dodge & Cox Stock Premium 16,465,150 5,600,000 0.51 2.11 06/30/2014
Vanguard 500 Index Inv Premium 16,543,990 -38,921 0.51 0.69 07/31/2014
Vanguard Institutional Index I Premium 16,408,684 215,910 0.51 0.69 07/31/2014
SPDR S&P 500 Premium 15,302,297 134,994 0.48 0.69 08/14/2014
Vanguard Dividend Appreciation ETF Premium 12,496,425 4,118 0.39 3.88 07/31/2014
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
Fidelity Spartan® 500 Index Inv Premium 6,925,761 19,854 0.21 0.68 06/30/2014
Total: Top 10 funds Premium 137,649,365 7,059,349 4.27

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 -2,500,000 0 -- 325,796,000
Vanguard Total Bond Market Index Fund 201,192,000 1,500,000 45,660,000 900,000 246,852,000
iShares iBoxx $ Invst Grade Crp Bond 203,681,000 -500,000 19,538,000 -- 223,219,000
Vanguard Wellington™ 236,799,000 -- 0 -- 236,799,000
Vanguard Wellesley Income 219,345,000 -- 0 -- 219,345,000
Vanguard Short-Term Investment-Grade 32,050,000 12,245,000 167,528,000 -10,745,000 199,578,000
L&G Pension PMC AAA AA A Bd All Stock 94,890,000 -6,264,000 0 -- 94,890,000
AEGON International M&G Optimal Income 138,265,000 -- 0 -- 138,265,000
Vanguard Total Bond Market II Index Fund 105,170,000 -- 24,555,000 -- 129,725,000
Total: Top 10 funds 1,855,456,000 54,390,000 257,281,000 -9,845,000 2,112,737,000
Bond Ownership for Funds only
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Peer Comparison

 WMT

Equity Ownership WMT  
Go
 
Go
 
Go
Market Cap (Mil USD) 239,804 52,271 37,224 7,983
# of Institution Owners 2,288 1,509 1,656 739
# of Fund Owners 2500 1821 1773 1008
% Owned by Institutions 84.43 81.06 97.80 ---
% Owned by Funds 13.19 38.57 40.65 32.57
% Owned by Insiders 0.53 0.51 0.14 0.4