Equity and Debt

 WMT

 
Type Mil USD
Equity 76,389.0
Debt 40,222.0
 

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 2,082 18.90 Premium 2,499 4.91
New Owners Premium 218 127.08 Premium 88 -6.38
Sold Out Premium 135 6.30 Premium 118 -24.84
# of Owners Buying Premium 691 10.74 Premium 575 -14.18
# of Owners Selling Premium 751 4.16 Premium 765 26.03
Total Shares Owned (Mil) Premium 955 12.11 Premium 442 1.24
Total Shares Bought (Mil) Premium 139 102.65 Premium 12 -20.34
Total Shares Sold (Mil) Premium 82 71.09 Premium 13 -20.49
Net Share Change (Mil) Premium 57 176.29 Premium -2 -21.39

Fund Owners' Style

 WMT

702 1,410 260 Lg
50 62 10 Md
2 1 2 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 702 134,780,191 5,183,102 5,841,087 -0.49
Large Blend 1,410 277,002,377 3,639,136 5,006,960 -0.49
Large Growth 260 21,655,601 1,719,085 2,198,624 -2.17
Mid Value 50 4,511,007 918,088 47,276 23.92
Mid Blend 62 4,004,941 52,200 228,166 -4.21
Mid Growth 10 258,098 93,144 10,801 46.85
Small Value 2 510 -- 2,780 --
Small Blend 1 750 -- 32,750 --
Small Growth 2 7,266 6,266 -- --
Total 2,499 442,220,741 11,611,021 13,368,444 -0.4
Data displayed as of  09/30/2017

Equity Ownership

 WMT

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 35,811,144 425,392 1.20 0.46 08/31/2017
Vanguard 500 Index Inv Premium 23,660,570 -38,803 0.79 0.53 09/30/2017
SPDR® S&P 500 ETF Premium 16,679,125 50,268 0.62 0.58 10/20/2017
Vanguard Institutional Index I Premium 15,580,241 -242,818 0.52 0.53 09/30/2017
Dodge & Cox Stock Premium 12,988,050 0 0.43 1.49 09/30/2017
Fidelity Spartan® 500 Index Inv Premium 8,592,731 29,270 0.29 0.54 08/31/2017
Vanguard Value Index Inv Premium 7,744,976 10,440 0.26 1 09/30/2017
SPDR® Dow Jones Industrial Average ETF Premium 5,791,915 44,707 0.22 2.58 10/20/2017
Consumer Staples Select Sector SPDR® ETF Premium 4,621,587 7,825 0.17 5.09 10/20/2017
iShares Russell 1000 Value Premium 4,520,392 -8,580 0.17 1.03 10/18/2017
Total: Top 10 funds Premium 135,990,731 277,701 4.67

Bond Ownership

 WMT

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Vanguard Long Term Investment Grade Fund 285,027,000 6,000,000 0 -- 285,027,000
iShares iBoxx $ Invst Grade Crp Bond 221,694,000 90,000 29,362,000 -- 251,056,000
Vanguard Total Bond Market Index Fund 146,176,000 5,100,000 69,838,000 -- 216,014,000
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 110,371,000 -- 29,955,000 -- 140,326,000
Vanguard Intermediate-Term Invmt-Grd 77,171,000 -- 13,619,000 -21,195,000 90,790,000
SLI Global Abs Ret Strat 54,276,000 -- 0 -- 54,276,000
Vanguard Short-Term Corp Bd Idx 0 1,930,000 57,842,000 1,930,000 57,842,000
SEI Long Duration Credit (SIIT) 47,672,000 -- 0 -- 47,672,000
Total: Top 10 funds 1,190,537,000 11,190,000 351,660,000 -19,265,000 1,542,197,000
Bond Ownership for Funds only
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Peer Comparison

 WMT

Equity Ownership WMT  
Go
 
Go
 
Go
Market Cap (Mil USD) 261,201 70,255 33,735 ---
# of Institution Owners 2,082 1,709 1,463 ---
# of Fund Owners 2499 2098 1762 ---
% Owned by Institutions 32.01 78.27 83.21 ---
% Owned by Funds 15.06 38.33 43.85 ---
% Owned by Insiders 0.29 0.41 0.13 ---