Equity and Debt

 WMT

 
Type Mil USD
Equity 79,109.0
Debt 52,613.0
 

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 2,261 21.76 Premium 2,485 5.34
New Owners Premium 240 182.35 Premium 141 22.61
Sold Out Premium 128 43.82 Premium 93 -52.31
# of Owners Buying Premium 712 5.95 Premium 622 -13.97
# of Owners Selling Premium 812 12.62 Premium 744 35.27
Total Shares Owned (Mil) Premium 2,718 176.73 Premium 447 7.40
Total Shares Bought (Mil) Premium 151 165.04 Premium 16 -57.39
Total Shares Sold (Mil) Premium 40 -15.89 Premium 10 -68.24
Net Share Change (Mil) Premium 111 1104.35 Premium 6 12.79

Fund Owners' Style

 WMT

738 1,463 215 Lg
29 28 12 Md
-- 0 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 738 134,337,853 7,818,274 2,566,241 4.07
Large Blend 1,463 289,006,590 6,098,744 5,876,043 0.08
Large Growth 215 21,365,542 2,156,347 1,892,785 1.25
Mid Value 29 906,066 11,158 61,124 -5.23
Mid Blend 28 734,761 113,737 36,099 11.81
Mid Growth 12 412,849 5,597 18,034 -2.92
Small Value -- -- -- -- --
Small Blend 0 0 -- 8,889 --
Small Growth -- -- -- -- --
Total 2,485 446,763,661 16,203,857 10,459,215 1.3
Data displayed as of  12/31/2014

Equity Ownership

 WMT

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 27,173,604 161,329 0.84 0.61 12/31/2014
Dodge & Cox Stock Premium 18,655,350 350,000 0.58 2.66 12/31/2014
Vanguard 500 Index Inv Premium 17,132,156 258,033 0.53 0.74 12/31/2014
SPDR® S&P 500 ETF Premium 16,786,747 -32,004 0.53 0.76 01/27/2015
Vanguard Institutional Index I Premium 16,152,985 131,494 0.50 0.74 12/31/2014
Vanguard Dividend Appreciation ETF Premium 12,518,818 78,795 0.39 4.2 12/31/2014
Vanguard Windsor™ II Inv Premium 11,914,705 0 0.37 1.83 09/30/2014
Consumer Staples Select Sector SPDR® ETF Premium 8,714,825 92,324 0.28 7.58 01/27/2015
Fidelity Spartan® 500 Index Inv Premium 7,131,933 8,749 0.22 0.73 11/30/2014
Vanguard Wellington™ Inv Premium 7,977,900 0 0.25 0.71 09/30/2014
Total: Top 10 funds Premium 144,159,023 1,048,720 4.49

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 268,924,000 -3,350,000 0 -- 268,924,000
Undrly Fid DC L&G AAA-AA-A 15 Yr Idx CT 270,143,000 -6,000 0 -- 270,143,000
Vanguard Long Term Investment Grade Fund 327,296,000 1,500,000 0 -- 327,296,000
iShares iBoxx $ Invst Grade Crp Bond 218,225,000 -2,400,000 25,729,000 -- 243,954,000
Vanguard Total Bond Market Index Fund 230,093,000 1,790,000 17,851,000 -- 247,944,000
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 84,673,000 -1,316,000 0 -- 84,673,000
AEGON Intl International M&G Optimal Inc 134,265,000 -4,000,000 0 -- 134,265,000
Undrly Fid DC L&G Corp Bd All Stks CN 83,873,000 -5,623,000 0 -- 83,873,000
Total: Top 10 funds 2,073,636,000 -13,405,000 43,580,000 0 2,117,216,000
Bond Ownership for Funds only
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Peer Comparison

 WMT

Equity Ownership WMT  
Go
 
Go
 
Go
Market Cap (Mil USD) 279,837 61,503 47,301 8,100
# of Institution Owners 2,261 1,580 1,647 693
# of Fund Owners 2485 1942 1750 931
% Owned by Institutions 84.27 80.07 98.95 ---
% Owned by Funds 13.90 39.21 42.70 38.76
% Owned by Insiders 0.53 0.5 0.17 0.68