Walter Energy Inc (NYSE:WLT)

1.50
Data as of Dec 17
 -0.07 / -4.46%
Today’s Change
1.47
Today|||52-Week Range
17.42
-90.98%
Year-to-Date
Institutional investors purchased a net $3.4 million shares of WLT during the quarter ended September 2014 and now own 71.71% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Coal industry and highlights that the smart money sees this stock as an important holding.
Other institutional43.91%
Mutual fund holders27.80%
Individual stakeholders26.42%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2014CITIGROUP GLOBAL MARKETS INC. (B...  Bought 2.8 Million shares of Walter Energy Inc
9/30/2014SSGA FUNDS MANAGEMENT, INC.  Bought 1.2 Million shares of Walter Energy Inc
9/30/2014D. E. SHAW & CO. LP  Bought 796.6 Thousand shares of Walter Energy Inc

Top 10 Owners of Walter Energy Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
SSgA Funds Management, Inc.7.75%5,275,86916,777,263+1,242,429+30.80%
The Vanguard Group, Inc.5.64%3,842,12012,217,942+21,893+0.57%
BlackRock Fund Advisors5.08%3,461,07611,006,222-32,541-0.93%
BMO Asset Management Corp.4.44%3,020,7099,605,855-58,019-1.88%
Citigroup Global Markets Inc. (Br...4.32%2,943,4169,360,063+2,752,146+1,438.88%
TIAA-CREF Investment Management L...4.18%2,845,1919,047,707-349,845-10.95%
Merrill Lynch, Pierce, Fenner & S...4.06%2,763,9788,789,450+795,922+40.44%
Massachusetts Financial Services ...3.08%2,098,5176,673,284-34,794-1.63%
D.C. Capital Advisors Ltd.2.94%2,000,0006,360,000-500,000-20.00%
Crédit Agricole Luxembourg SA (Pr...1.56%1,060,0003,370,80000.00%

Top 10 Mutual Funds Holding Walter Energy Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
SPDR S&P Metals & Mining ETF5.32%3,618,52811,506,919+85,259+2.41%
CREF Stock Account2.32%1,580,9505,027,421-865,241-35.37%
BMO Small Cap Growth Fund2.23%1,520,0554,833,77500.00%
Vanguard Small Cap Index Fund1.68%1,140,9003,628,062+1,897+0.17%
Vanguard Total Stock Market Index...1.56%1,059,7343,369,954+5,070+0.48%
iShares Russell 2000 ETF1.47%997,5293,172,142+10,800+1.09%
Vanguard Small Cap Value Index Fu...0.91%619,3641,969,578+3,219+0.52%
Vanguard Extended Market Index Fu...0.89%607,7291,932,578+1,656+0.27%
Nikko Asset Natural Resource Fund0.77%524,0001,666,320+524,000--
MFS Variable Insurance Trust - Ne...0.71%480,9961,529,567+76,355+18.87%

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