Equity and Debt

 WMT

 
Type Mil USD
Equity 77,693.0
Debt 43,526.0
 

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 21.30 Premium 2,602 5.43
New Owners Premium 244 162.37 Premium 138 53.33
Sold Out Premium 146 44.55 Premium 120 -34.07
# of Owners Buying Premium 768 20.38 Premium 699 13.11
# of Owners Selling Premium 761 -4.52 Premium 689 -18.85
Total Shares Owned (Mil) Premium 2,422 158.30 Premium 445 3.92
Total Shares Bought (Mil) Premium 1,557 2646.66 Premium 23 110.76
Total Shares Sold (Mil) Premium 132 27.36 Premium 19 -31.56
Net Share Change (Mil) Premium 1,425 -3131.50 Premium 4 -125.82

Fund Owners' Style

 WMT

843 1,430 201 Lg
54 58 13 Md
1 1 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 843 157,426,249 9,087,850 8,388,801 0.45
Large Blend 1,430 267,333,486 9,381,145 6,143,241 1.23
Large Growth 201 14,143,020 3,960,370 3,656,943 2.19
Mid Value 54 3,662,274 151,369 63,660 2.45
Mid Blend 58 2,318,291 344,646 355,198 -0.45
Mid Growth 13 226,220 41,633 69,553 -10.99
Small Value 1 100 -- -- --
Small Blend 1 300 300 13,985 -97.85
Small Growth 1 1,000 -- -- --
Total 2,602 445,110,940 22,967,313 18,691,381 0.97
Data displayed as of  11/30/2016

Equity Ownership

 WMT

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 29,233,469 401,748 0.95 0.44 10/31/2016
Vanguard 500 Index Inv Premium 21,314,969 336,242 0.69 0.57 10/31/2016
SPDR® S&P 500 ETF Premium 16,885,006 221,375 0.55 0.56 12/05/2016
Vanguard Institutional Index I Premium 16,687,397 -130,768 0.54 0.58 10/31/2016
Dodge & Cox Stock Premium 13,678,050 -3,134,300 0.44 1.76 09/30/2016
Total: Top 5 funds Premium 97,798,891 -2,305,703 3.17

Bond Ownership

 WMT

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Vanguard Long Term Investment Grade Fund 279,837,000 -4,640,000 0 -- 279,837,000
Vanguard Total Bond Market Index Fund 174,024,000 4,900,000 100,803,000 -- 274,827,000
iShares iBoxx $ Invst Grade Crp Bond 207,944,000 -3,600,000 55,117,000 -- 263,061,000
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 102,481,000 3,120,000 31,350,000 -- 133,831,000
Vanguard Intermediate-Term Invmt-Grd 77,171,000 -- 34,814,000 -- 111,985,000
Vanguard Short-Term Corp Bd Idx 0 -240,000 67,750,000 -240,000 67,750,000
Vanguard Long-Term Bond Index Fund 48,674,000 34,000 0 -- 48,674,000
SEI Long Duration Credit (SIIT) 47,344,000 -1,185,000 0 -- 47,344,000
Total: Top 10 funds 1,185,625,000 -1,371,000 440,878,000 -240,000 1,626,503,000
Bond Ownership for Funds only
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Peer Comparison

 WMT

Equity Ownership WMT  
Go
 
Go
 
Go
Market Cap (Mil USD) 214,939 66,343 43,239 ---
# of Institution Owners 2,261 1,738 1,703 ---
# of Fund Owners 2602 2134 1954 ---
% Owned by Institutions 78.75 78.85 89.01 ---
% Owned by Funds 14.48 38.99 43.56 ---
% Owned by Insiders 0.19 0.43 0.11 ---