Equity and Debt

 WMT

 
Type Mil USD
Equity 79,109.0
Debt 52,613.0
 

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 2,266 22.02 Premium 2,454 4.12
New Owners Premium 223 165.48 Premium 125 11.61
Sold Out Premium 135 48.35 Premium 120 -38.46
# of Owners Buying Premium 712 5.95 Premium 665 -8.15
# of Owners Selling Premium 840 16.50 Premium 662 19.93
Total Shares Owned (Mil) Premium 2,740 178.76 Premium 444 6.76
Total Shares Bought (Mil) Premium 156 175.31 Premium 20 -48.58
Total Shares Sold (Mil) Premium 39 -17.83 Premium 21 -37.59
Net Share Change (Mil) Premium 117 1186.35 Premium -1 -120.43

Fund Owners' Style

 WMT

728 1,448 208 Lg
37 22 10 Md
-- 1 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 728 117,850,088 8,337,760 3,243,378 4.52
Large Blend 1,448 308,145,328 10,120,006 15,531,803 -1.73
Large Growth 208 16,345,351 944,908 1,635,378 -4.05
Mid Value 37 1,148,588 22,179 33,400 -0.97
Mid Blend 22 777,381 70,439 27,996 5.78
Mid Growth 10 199,858 18,612 71,060 -20.79
Small Value -- -- -- -- --
Small Blend 1 4,286 2,784 -- --
Small Growth -- -- -- -- --
Total 2,454 444,470,880 19,516,688 20,543,015 -0.23
Data displayed as of  11/30/2014

Equity Ownership

 WMT

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 27,012,275 242,996 0.84 0.62 11/30/2014
Vanguard 500 Index Inv Premium 16,874,123 212,683 0.52 0.75 11/30/2014
SPDR® S&P 500 ETF Premium 17,177,280 41,595 0.51 0.72 12/05/2014
Vanguard Institutional Index I Premium 16,021,491 23,246 0.50 0.75 11/30/2014
Dodge & Cox Stock Premium 18,305,350 1,840,200 0.57 2.39 09/30/2014
Total: Top 5 funds Premium 95,390,519 2,360,720 2.94

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 270,143,000 -6,000 0 -- 270,143,000
Vanguard Long Term Investment Grade Fund 327,296,000 1,500,000 0 -- 327,296,000
Vanguard Total Bond Market Index Fund 228,203,000 3,919,006 16,280,000 -22,380,000 244,483,000
iShares iBoxx $ Invst Grade Crp Bond 220,019,000 -- 20,709,000 -- 240,728,000
Vanguard Wellington™ 236,799,000 -- 0 -- 236,799,000
Vanguard Wellesley Income 219,345,000 -- 0 -- 219,345,000
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
Undrly Fid DC L&G Corp Bd All Stks CN 83,873,000 -5,623,000 0 -- 83,873,000
Total: Top 10 funds 2,077,540,000 -4,875,994 36,989,000 -22,380,000 2,114,529,000
Bond Ownership for Funds only
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Peer Comparison

 WMT

Equity Ownership WMT  
Go
 
Go
 
Go
Market Cap (Mil USD) 277,001 61,970 47,543 8,056
# of Institution Owners 2,266 1,560 1,645 695
# of Fund Owners 2454 1905 1766 970
% Owned by Institutions 84.97 80.90 --- ---
% Owned by Funds 13.73 39.83 43.07 40.08
% Owned by Insiders 0.51 0.5 0.15 0.4