Equity and Debt

 WMT

 
Type Mil USD
Equity 81,394.0
Debt 47,488.0
 

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 2,119 17.20 Premium 2,561 11.49
New Owners Premium 280 294.37 Premium 222 133.68
Sold Out Premium 98 10.11 Premium 135 -23.73
# of Owners Buying Premium 670 8.41 Premium 745 35.95
# of Owners Selling Premium 767 3.65 Premium 587 -13.93
Total Shares Owned (Mil) Premium 2,714 174.77 Premium 495 14.73
Total Shares Bought (Mil) Premium 151 145.68 Premium 49 160.47
Total Shares Sold (Mil) Premium 77 116.65 Premium 25 32.35
Net Share Change (Mil) Premium 74 185.09 Premium 23 -7200.33

Fund Owners' Style

 WMT

723 1,555 212 Lg
29 32 8 Md
1 -- 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 723 143,264,223 8,469,155 6,432,598 1.44
Large Blend 1,555 306,919,709 14,471,321 13,779,686 0.23
Large Growth 212 43,277,587 25,566,368 4,162,211 97.85
Mid Value 29 525,745 12,304 420,356 -43.7
Mid Blend 32 912,365 104,403 307,753 -18.23
Mid Growth 8 436,494 427 32,874 -6.92
Small Value 1 30,321 229 10,000 -24.37
Small Blend -- -- -- -- --
Small Growth 1 1,000 -- -- --
Total 2,561 495,367,444 48,624,207 25,145,478 4.98
Data displayed as of  03/31/2015

Equity Ownership

 WMT

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 28,431,364 342,117 0.88 0.58 03/31/2015
Dodge & Cox Stock Premium 18,655,350 350,000 0.58 2.66 12/31/2014
Vanguard 500 Index Inv Premium 17,752,571 161,300 0.55 0.71 03/31/2015
Vanguard Institutional Index I Premium 16,646,159 179,600 0.52 0.71 03/31/2015
SPDR® S&P 500 ETF Premium 15,311,395 157,530 0.46 0.67 04/16/2015
Total: Top 5 funds Premium 96,796,839 1,190,547 2.99

Bond Ownership

 WMT

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Undrly Fid DC L&G AAA-AA-A 15 Yr Idx CT 237,152,000 -32,991,000 0 -- 237,152,000
L&G Pension PMC AAA AA A Bd +15 Inx 0 -- 0 -- 0
Vanguard Long Term Investment Grade Fund 327,296,000 -- 0 -- 327,296,000
Vanguard Total Bond Market Index Fund 231,003,000 -8,375,000 17,873,000 -- 248,876,000
iShares iBoxx $ Invst Grade Crp Bond 226,077,000 -2,000,000 21,488,000 -- 247,565,000
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 150,165,000 11,900,000 0 -- 150,165,000
L&G Pension PMC AAA AA A Bd All Stock 0 -- 0 -- 0
Undrly Fid DC L&G Corp Bd All Stks CN 81,073,000 -2,800,000 0 -- 81,073,000
Total: Top 10 funds 1,708,910,000 -34,266,000 39,361,000 0 1,748,271,000
Bond Ownership for Funds only
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Peer Comparison

 WMT

Equity Ownership WMT  
Go
 
Go
 
Go
Market Cap (Mil USD) 251,246 63,607 51,352 ---
# of Institution Owners 2,119 1,576 1,541 ---
# of Fund Owners 2561 2019 1830 ---
% Owned by Institutions 83.97 81.59 99.95 ---
% Owned by Funds 14.72 39.51 42.47 ---
% Owned by Insiders 0.55 0.46 0.12 ---