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 2,291 23.24 Premium 2,484 4.15
New Owners Premium 233 145.26 Premium 114 -29.19
Sold Out Premium 134 19.64 Premium 143 -42.34
# of Owners Buying Premium 751 14.48 Premium 723 10.05
# of Owners Selling Premium 800 6.67 Premium 575 -2.38
Total Shares Owned (Mil) Premium 2,721 177.61 Premium 423 6.54
Total Shares Bought (Mil) Premium 151 124.11 Premium 26 -5.39
Total Shares Sold (Mil) Premium 50 -17.95 Premium 22 2.82
Net Share Change (Mil) Premium 101 1497.71 Premium 5 -31.76

Fund Owners' Style

 WMT

723 1,479 208 Lg
35 31 8 Md
-- 0 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 723 110,125,141 7,574,099 1,931,058 5.4
Large Blend 1,479 295,725,386 16,823,955 15,031,994 0.61
Large Growth 208 15,536,308 1,306,814 4,635,765 -17.65
Mid Value 35 1,132,626 711,240 11,048 161.92
Mid Blend 31 845,969 55,212 39,838 1.85
Mid Growth 8 79,553 4,225 24,741 -20.5
Small Value -- -- -- -- --
Small Blend 0 0 -- 2,838 --
Small Growth -- -- -- -- --
Total 2,484 423,444,983 26,475,545 21,677,282 1.15
Data displayed as of  08/31/2014

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 ETF Premium 15,640,772 -47,060 0.49 0.69 09/04/2014
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
Consumer Staples Select Sector SPDR Fund Premium 6,872,845 0 0.22 7.31 09/04/2014
Total: Top 10 funds Premium 137,934,924 6,857,441 4.29

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 -- 0 -- 325,796,000
Vanguard Total Bond Market Index Fund 219,167,000 17,975,000 38,310,000 -7,350,000 257,477,000
iShares iBoxx $ Invst Grade Crp Bond 206,334,000 -- 19,538,000 -- 225,872,000
Vanguard Wellington™ 236,799,000 -- 0 -- 236,799,000
Vanguard Wellesley Income 219,345,000 -- 0 -- 219,345,000
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
DFA Five-Year Global Fixed-Income Port 0 -- 148,967,000 -- 148,967,000
Vanguard Total Bond Market II Index Fund 105,170,000 -- 23,280,000 -1,275,000 128,450,000
Total: Top 10 funds 1,844,034,000 61,620,000 230,095,000 -8,625,000 2,074,129,000
Bond Ownership for Funds only
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Peer Comparison

 WMT

Equity Ownership WMT  
Go
 
Go
 
Go
Market Cap (Mil USD) 249,862 55,668 38,707 7,995
# of Institution Owners 2,291 1,528 1,672 726
# of Fund Owners 2484 1821 1776 1000
% Owned by Institutions 84.38 81.05 --- ---
% Owned by Funds 13.16 38.82 40.93 35.17
% Owned by Insiders 0.52 0.5 0.17 0.4