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 2,198 17.16 Premium 2,628 6.74
New Owners Premium 204 83.78 Premium 120 -26.38
Sold Out Premium 187 98.94 Premium 94 -51.55
# of Owners Buying Premium 767 12.63 Premium 716 8.48
# of Owners Selling Premium 783 13.97 Premium 708 16.45
Total Shares Owned (Mil) Premium 3,840 318.89 Premium 447 2.92
Total Shares Bought (Mil) Premium 1,559 2146.49 Premium 15 -26.84
Total Shares Sold (Mil) Premium 286 230.06 Premium 18 -1.74
Net Share Change (Mil) Premium 1,273 -7435.06 Premium -2 -186.91

Fund Owners' Style

 WMT

809 1,509 189 Lg
63 46 6 Md
3 2 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 809 142,357,751 6,340,035 9,697,445 -2.3
Large Blend 1,509 289,742,600 8,082,921 4,008,929 1.43
Large Growth 189 11,216,534 795,961 4,061,721 -22.55
Mid Value 63 2,787,855 109,148 26,438 3.06
Mid Blend 46 1,223,746 115,164 97,469 1.47
Mid Growth 6 33,589 7,687 33,815 -43.75
Small Value 3 6,293 1,493 400 21.02
Small Blend 2 28,311 24,811 16,701 40.15
Small Growth 1 1,000 -- -- --
Total 2,628 447,397,679 15,477,220 17,942,918 -0.55
Data displayed as of  02/28/2017

Equity Ownership

 WMT

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 33,872,603 414,973 1.10 0.44 02/28/2017
Vanguard 500 Index Inv Premium 22,594,611 262,206 0.74 0.52 02/28/2017
SPDR® S&P 500 ETF Premium 17,755,695 214,375 0.57 0.52 03/22/2017
Vanguard Institutional Index I Premium 16,598,203 79,610 0.54 0.52 02/28/2017
Dodge & Cox Stock Premium 12,988,050 -690,000 0.42 1.46 12/31/2016
Fidelity Spartan® 500 Index Inv Premium 8,513,653 20,264 0.28 0.51 01/31/2017
Vanguard Value Index Inv Premium 7,643,636 187,776 0.25 0.98 02/28/2017
Consumer Staples Select Sector SPDR® ETF Premium 6,952,479 75,950 0.22 5.53 03/22/2017
SPDR® Dow Jones Industrial Average ETF Premium 5,350,146 -129,922 0.17 2.33 03/22/2017
iShares Russell 1000 Value Premium 4,917,964 3,865 0.16 0.94 03/21/2017
Total: Top 10 funds Premium 137,187,040 439,097 4.45

Bond Ownership

 WMT

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Vanguard Long Term Investment Grade Fund 276,027,000 -3,810,000 0 -- 276,027,000
Vanguard Total Bond Market Index Fund 172,424,000 2,000,000 97,089,000 -200,000 269,513,000
iShares iBoxx $ Invst Grade Crp Bond 200,177,000 3,325,000 50,813,000 200,000 250,990,000
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 120,881,000 7,500,000 31,350,000 -- 152,231,000
Vanguard Intermediate-Term Invmt-Grd 77,171,000 -- 34,814,000 -- 111,985,000
Vanguard Short-Term Corp Bd Idx 0 -10,150,000 63,300,000 -10,150,000 63,300,000
SLI Global Abs Ret Strat 49,358,000 49,358,000 0 -- 49,358,000
Vanguard Long-Term Bond Index Fund 50,477,000 400,000 0 -- 50,477,000
Total: Top 10 funds 1,194,665,000 58,773,000 428,410,000 -10,150,000 1,623,075,000
Bond Ownership for Funds only
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Peer Comparison

 WMT

Equity Ownership WMT  
Go
 
Go
 
Go
Market Cap (Mil USD) 215,892 73,602 29,612 ---
# of Institution Owners 2,198 1,738 1,710 ---
# of Fund Owners 2628 2144 1988 ---
% Owned by Institutions --- 81.11 91.00 ---
% Owned by Funds 14.53 38.91 42.58 ---
% Owned by Insiders 0.19 0.4 0.15 ---