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 2,293 23.35 Premium 2,485 4.19
New Owners Premium 232 144.21 Premium 109 -31.87
Sold Out Premium 132 17.86 Premium 145 -41.53
# of Owners Buying Premium 751 14.48 Premium 688 4.72
# of Owners Selling Premium 805 7.48 Premium 610 3.57
Total Shares Owned (Mil) Premium 2,721 177.57 Premium 422 6.13
Total Shares Bought (Mil) Premium 150 123.35 Premium 26 -8.10
Total Shares Sold (Mil) Premium 50 -17.75 Premium 23 7.05
Net Share Change (Mil) Premium 100 1486.75 Premium 3 -56.69

Fund Owners' Style

 WMT

718 1,478 213 Lg
34 32 10 Md
-- 0 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 718 109,379,820 7,361,932 2,509,541 4.64
Large Blend 1,478 294,802,618 16,261,012 14,965,996 0.44
Large Growth 213 15,532,033 1,320,741 5,062,412 -19.41
Mid Value 34 1,131,403 711,807 11,048 162.72
Mid Blend 32 883,733 56,551 15,160 4.91
Mid Growth 10 97,467 6,186 11,088 -4.79
Small Value -- -- -- -- --
Small Blend 0 0 -- 2,838 --
Small Growth -- -- -- -- --
Total 2,485 421,827,074 25,718,229 22,578,083 0.75
Data displayed as of  07/31/2014

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 Premium 15,564,752 44,345 0.50 0.68 08/29/2014
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
Fidelity Spartan® 500 Index Inv Premium 6,980,201 54,440 0.22 0.68 07/31/2014
Total: Top 10 funds Premium 137,966,260 7,003,286 4.3

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) 243,382 53,069 38,067 8,013
# of Institution Owners 2,293 1,526 1,671 728
# of Fund Owners 2485 1815 1778 1001
% Owned by Institutions 84.37 81.04 --- ---
% Owned by Funds 13.13 38.70 40.89 35.25
% Owned by Insiders 0.53 0.5 0.17 0.4