Walter Energy Inc (NYSE:WLT)

Real-Time Quote
 -0.08 / -1.32%
Today’s Change
Today|||52-Week Range
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

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

Total value ($)Shares
bought / sold
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
Total value ($)Shares
bought / sold
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%

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