Equity and Debt

 WMT

 
Type Mil USD
Equity 75,183.0
Debt 43,221.0
 

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 2,236 11.19 Premium 2,560 5.61
New Owners Premium 264 60.98 Premium 167 -6.70
Sold Out Premium 181 -30.12 Premium 129 -61.83
# of Owners Buying Premium 741 2.21 Premium 655 -10.27
# of Owners Selling Premium 788 2.74 Premium 703 11.06
Total Shares Owned (Mil) Premium 2,526 5.33 Premium 438 -0.37
Total Shares Bought (Mil) Premium 1,608 7.06 Premium 20 -13.27
Total Shares Sold (Mil) Premium 68 -39.28 Premium 29 -35.82
Net Share Change (Mil) Premium 1,540 10.82 Premium -9 -59.10

Fund Owners' Style

 WMT

807 1,444 203 Lg
53 44 4 Md
2 1 2 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 807 158,209,453 7,727,964 15,291,376 -4.56
Large Blend 1,444 258,731,970 9,347,324 12,589,123 -1.24
Large Growth 203 13,733,790 2,697,516 904,080 15.02
Mid Value 53 3,661,483 170,984 155,982 0.41
Mid Blend 44 2,983,937 160,044 328,006 -5.33
Mid Growth 4 397,059 19 5,186 -1.28
Small Value 2 7,600 -- -- --
Small Blend 1 12 -- 14,075 --
Small Growth 2 14,951 -- 138 --
Total 2,560 437,740,255 20,103,851 29,287,966 -2.05
Data displayed as of  06/30/2016

Equity Ownership

 WMT

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 28,195,092 -3,273,455 0.90 0.47 06/30/2016
Vanguard 500 Index Inv Premium 20,029,140 -21,766 0.64 0.61 06/30/2016
Vanguard Institutional Index I Premium 17,041,708 -477,766 0.55 0.61 06/30/2016
Dodge & Cox Stock Premium 16,812,350 -1,630,000 0.54 2.28 06/30/2016
SPDR® S&P 500 ETF Premium 16,049,765 52,740 0.52 0.59 07/28/2016
Fidelity Spartan® 500 Index Inv Premium 8,197,788 72,113 0.26 0.6 05/31/2016
Consumer Staples Select Sector SPDR® ETF Premium 7,415,333 -154,070 0.24 5.85 07/28/2016
Vanguard Value Index Inv Premium 6,008,114 -707,505 0.19 1.04 06/30/2016
SunAmerica Focused Dividend Strategy A Premium 6,009,093 106,680 0.19 3.79 05/31/2016
SPDR® Dow Jones Industrial Average ETF Premium 4,741,474 0 0.15 2.71 07/28/2016
Total: Top 10 funds Premium 130,499,857 -6,033,029 4.18

Bond Ownership

 WMT

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 246,655,000 500,000 52,628,000 -- 299,283,000
Vanguard Long Term Investment Grade Fund 287,376,000 -10,725,000 0 -- 287,376,000
Vanguard Total Bond Market Index Fund 163,374,000 2,290,000 100,353,000 -2,570,000 263,727,000
Vanguard Wellington™ 150,920,000 -- 54,754,000 -- 205,674,000
Vanguard Wellesley Income Fund 97,230,000 -- 96,290,000 -- 193,520,000
Vanguard Total Bond Market II Index Fund 94,465,000 2,000,000 31,350,000 -- 125,815,000
Vanguard Short-Term Investment-Grade 0 -- 115,574,000 -- 115,574,000
Vanguard Intermediate-Term Invmt-Grd 77,171,000 9,150,000 34,814,000 -- 111,985,000
Vanguard Long-Term Bond Index Fund 50,840,000 300,000 0 -- 50,840,000
SEI Long Duration Credit (SIIT) 48,529,000 1,720,000 0 -- 48,529,000
Total: Top 10 funds 1,216,560,000 5,235,000 485,763,000 -2,570,000 1,702,323,000
Bond Ownership for Funds only
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Peer Comparison

 WMT

Equity Ownership WMT  
Go
 
Go
 
Go
Market Cap (Mil USD) 227,422 73,253 44,390 ---
# of Institution Owners 2,236 1,749 1,750 ---
# of Fund Owners 2560 2172 2201 ---
% Owned by Institutions 80.96 84.22 94.63 ---
% Owned by Funds 14.06 40.88 42.61 ---
% Owned by Insiders 0.14 0.43 0.11 ---