Walter Energy Inc (NYSE:WLT)

5.96
Real-Time Quote
 -0.08 / -1.32%
Today’s Change
4.25
Today|||52-Week Range
19.50
-64.16%
Year-to-Date
Institutional investors purchased a net $7.3 million shares of WLT during the quarter ended March 2014 and now own 74.17% 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.
Mutual fund holders43.58%
Other institutional30.59%
Individual stakeholders27.36%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2014APERIO GROUP LLC  Bought 59.1 Thousand shares of Walter Energy Inc
6/30/2014QUANTBOT TECHNOLOGIES LLC  Bought 53.3 Thousand shares of Walter Energy Inc
6/30/2014ELECTRON CAPITAL PARTNERS LLC  Bought 42.5 Thousand shares of Walter Energy Inc

Top 10 Owners of Walter Energy Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Marketfield Asset Management LLC8.04%5,294,33428,854,120+83,928+1.61%
The Vanguard Group, Inc.5.46%3,591,05719,571,261-20,318-0.56%
BlackRock Fund Advisors5.17%3,404,63518,555,261+87,119+2.63%
SSgA Funds Management, Inc.5.16%3,399,49518,527,248+1,017,724+42.73%
TIAA-CREF Investment Management L...5.14%3,383,07618,437,764+1,328,247+64.64%
Fidelity Management & Research Co...3.86%2,540,18013,843,981-3,323,695-56.68%
Massachusetts Financial Services ...3.28%2,156,01011,750,255+70,950+3.40%
D.C. Capital Advisors Ltd.2.28%1,500,0008,175,000+500,000+50.00%
Merrill Lynch, Pierce, Fenner & S...2.13%1,401,5437,638,409+814,427+138.72%
Pentwater Capital Management LP1.73%1,140,0106,213,055-30,000-2.56%

Top 10 Mutual Funds Holding Walter Energy Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
MainStay Marketfield Fund7.63%5,020,30927,360,684+87,489+1.77%
CREF Stock Account5.02%3,305,53518,015,166+324,153+10.87%
SPDR S&P Metals & Mining ETF4.39%2,888,12915,740,303+1,076,995+59.47%
Vanguard Small Cap Index Fund1.73%1,139,0036,207,566+50,986+4.69%
BMO Small Cap Growth Fund1.67%1,098,7005,987,915+1,098,700--
MFS New Discovery Fund1.64%1,081,5315,894,344+5,378+0.50%
Vanguard Total Stock Market Index...1.52%999,2745,446,043+49,031+5.16%
iShares Russell 2000 ETF1.44%950,3075,179,173+29,592+3.21%
Fidelity Advisor Capital Developm...1.33%876,9004,779,105-55,600-5.96%
Fidelity Large Cap Stock Fund1.25%824,9054,495,732-37,000-4.29%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.