Equity and Debt

 WMT

 
Type Mil USD
Equity 76,574.0
Debt 45,707.0
 

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 2,414 6.72 Premium 2,590 6.67
New Owners Premium 308 10.00 Premium 178 0.56
Sold Out Premium 138 -0.72 Premium 156 -33.05
# of Owners Buying Premium 761 9.18 Premium 711 9.89
# of Owners Selling Premium 857 2.76 Premium 686 5.38
Total Shares Owned (Mil) Premium 2,748 3.86 Premium 466 -0.99
Total Shares Bought (Mil) Premium 166 116.91 Premium 21 -53.67
Total Shares Sold (Mil) Premium 71 -1.48 Premium 26 -0.11
Net Share Change (Mil) Premium 96 1873.64 Premium -5 -128.84

Fund Owners' Style

 WMT

730 1,608 180 Lg
30 32 7 Md
1 2 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 730 122,542,877 8,360,986 6,129,202 1.86
Large Blend 1,608 320,340,523 10,352,475 16,405,640 -1.85
Large Growth 180 20,428,087 1,882,978 3,473,918 -7.23
Mid Value 30 328,541 24,149 10,741 4.25
Mid Blend 32 1,583,965 284,856 307,419 -1.4
Mid Growth 7 329,763 4,180 678 1.07
Small Value 1 33,679 -- -- --
Small Blend 2 2,295 1,295 -- --
Small Growth -- -- -- -- --
Total 2,590 465,589,730 20,910,919 26,327,598 -1.15
Data displayed as of  06/30/2015

Equity Ownership

 WMT

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 25,908,861 -2,620,217 0.80 0.46 06/30/2015
Dodge & Cox Stock Premium 18,730,350 -150,000 0.58 2.22 06/30/2015
Vanguard 500 Index Inv Premium 18,103,233 140,328 0.56 0.61 06/30/2015
Vanguard Institutional Index I Premium 16,847,988 139,661 0.52 0.61 06/30/2015
SPDR® S&P 500 ETF Premium 15,112,607 -1,784 0.48 0.61 07/29/2015
Vanguard Windsor™ II Inv Premium 11,158,505 -532,600 0.35 1.84 03/31/2015
Vanguard Dividend Appreciation ETF Premium 11,973,688 -88,262 0.37 3.51 06/30/2015
Vanguard Wellington™ Inv Premium 7,251,720 -1,406,690 0.22 0.66 03/31/2015
Vanguard Dividend Growth Inv Premium 6,751,394 -158,928 0.21 2.25 03/31/2015
Fidelity Spartan® 500 Index Inv Premium 7,672,397 16,256 0.24 0.6 06/30/2015
Total: Top 10 funds Premium 139,510,743 -4,662,236 4.33

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 0 -- 0 -- 0
Undrly Fid DC L&G AAA-AA-A 15 Yr Idx CT 227,317,000 143,414,000 0 -- 227,317,000
Vanguard Long Term Investment Grade Fund 328,396,000 1,100,000 0 -- 328,396,000
Vanguard Total Bond Market Index Fund 197,628,000 1,440,000 67,190,000 710,000 264,818,000
Vanguard Wellington™ 236,799,000 -- 0 -- 236,799,000
iShares iBoxx $ Invst Grade Crp Bond 198,578,000 -- 25,129,000 -- 223,707,000
Vanguard Wellesley Income 144,345,000 -- 75,000,000 -- 219,345,000
AEGON Intl International M&G Optimal Inc 147,665,000 -3,000,000 0 -4,000,000 147,665,000
L&G Pension PMC AAA AA A Bd All Stock 0 -- 0 -- 0
Vanguard Short-Term Investment-Grade 23,965,000 -- 122,139,000 20,486,000 146,104,000
Total: Top 10 funds 1,504,693,000 142,954,000 289,458,000 17,196,000 1,794,151,000
Bond Ownership for Funds only
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Peer Comparison

 WMT

Equity Ownership WMT  
Go
 
Go
 
Go
Market Cap (Mil USD) 232,395 63,858 52,312 ---
# of Institution Owners 2,414 1,727 1,807 ---
# of Fund Owners 2590 2061 2040 ---
% Owned by Institutions 85.31 81.76 --- ---
% Owned by Funds 14.47 40.28 45.61 ---
% Owned by Insiders 0.53 0.45 0.09 ---