Equity and Debt

 WMT

 
Type Mil USD
Equity 76,574.0
Debt 45,707.0
 

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 2,406 24.99 Premium 2,555 2.86
New Owners Premium 295 147.90 Premium 160 15.11
Sold Out Premium 169 74.23 Premium 201 -4.29
# of Owners Buying Premium 811 16.86 Premium 732 -9.74
# of Owners Selling Premium 812 6.01 Premium 692 11.97
Total Shares Owned (Mil) Premium 2,734 171.69 Premium 461 -0.75
Total Shares Bought (Mil) Premium 152 101.06 Premium 18 -3.99
Total Shares Sold (Mil) Premium 71 -1.03 Premium 28 -34.49
Net Share Change (Mil) Premium 80 2183.01 Premium -10 -58.36

Fund Owners' Style

 WMT

715 1,601 168 Lg
30 30 7 Md
1 3 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 715 115,221,850 4,058,241 5,194,873 -0.98
Large Blend 1,601 329,756,683 12,493,890 11,554,779 0.29
Large Growth 168 12,901,945 936,495 11,182,229 -44.26
Mid Value 30 502,896 77,701 7,520 16.22
Mid Blend 30 1,749,575 483,484 55,088 32.43
Mid Growth 7 321,608 2,400 171 0.7
Small Value 1 57,100 -- -- --
Small Blend 3 2,405 1,295 -- --
Small Growth -- -- -- -- --
Total 2,555 460,514,062 18,053,506 27,994,660 -2.11
Data displayed as of  07/31/2015

Equity Ownership

 WMT

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 25,708,607 -200,254 0.80 0.46 07/31/2015
Dodge & Cox Stock Premium 18,730,350 -150,000 0.58 2.22 06/30/2015
Vanguard 500 Index Inv Premium 18,233,102 129,869 0.57 0.61 07/31/2015
Vanguard Institutional Index I Premium 16,885,690 37,702 0.52 0.61 07/31/2015
SPDR® S&P 500 ETF Premium 14,927,071 -121,312 0.44 0.59 08/19/2015
Vanguard Dividend Appreciation ETF Premium 11,930,673 -43,015 0.37 3.5 07/31/2015
Vanguard Windsor™ II Inv Premium 11,094,705 -63,800 0.34 1.6 06/30/2015
Fidelity Spartan® 500 Index Inv Premium 7,672,397 16,256 0.24 0.61 06/30/2015
Vanguard Wellington™ Inv Premium 7,251,720 0 0.23 0.57 06/30/2015
SSgA S&P 500 Index Strategy Premium 6,233,462 69,200 0.19 0.69 03/31/2015
Total: Top 10 funds Premium 138,667,777 -325,354 4.28

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 0 -- 0 -- 0
Undrly Fid DC L&G AAA-AA-A 15 Yr Idx CT 227,317,000 143,414,000 0 -- 227,317,000
Vanguard Long Term Investment Grade Fund 327,396,000 -1,000,000 0 -- 327,396,000
Vanguard Total Bond Market Index Fund 197,628,000 -- 67,190,000 -- 264,818,000
iShares iBoxx $ Invst Grade Crp Bond 198,198,000 2,500,000 25,129,000 -- 223,327,000
Vanguard Wellington™ 236,799,000 -- 0 -- 236,799,000
Vanguard Wellesley Income 144,345,000 -- 75,000,000 -- 219,345,000
Undrly BGI Aquila Corp Bd Idx +15Yr Life 112,227,000 1,500,000 0 -- 112,227,000
AEGON Intl International M&G Optimal Inc 148,990,000 1,325,000 0 -- 148,990,000
Vanguard Short-Term Investment-Grade 20,765,000 -3,200,000 140,959,000 18,820,000 161,724,000
Total: Top 10 funds 1,613,665,000 144,539,000 308,278,000 18,820,000 1,921,943,000
Bond Ownership for Funds only
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Peer Comparison

 WMT

Equity Ownership WMT  
Go
 
Go
 
Go
Market Cap (Mil USD) 208,788 60,720 48,289 ---
# of Institution Owners 2,406 1,732 1,837 ---
# of Fund Owners 2555 2067 2065 ---
% Owned by Institutions 84.86 79.72 99.02 ---
% Owned by Funds 14.20 40.32 46.03 ---
% Owned by Insiders 0.49 0.43 0.09 ---