Walter Energy Inc (NYSE:WLT)

During the Trading Day
2.41 +0.12 / +5.24%
Data as of 4:07pm ET
Day’s Change
During After-Hours   Switch to standard view »
2.38 -0.03 / -1.24%
Volume: 47.3K
Institutional investors purchased a net $3.6 million shares of WLT during the quarter ended June 2014 and now own 79.39% 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 holders40.56%
Other institutional38.83%
Individual stakeholders27.36%

Largest Quarterly Institutional

Latest Institutional Activity

9/30/2014MIZUHO SECURITIES USA, INC.  Bought 55.9 Thousand shares of Walter Energy Inc
9/30/2014POTOMAC CAPITAL MANAGEMENT LLC  Bought 14.0 Thousand shares of Walter Energy Inc
9/30/2014FIRST NEW YORK SECURITIES LLC  Bought 2.5 Thousand shares of Walter Energy Inc

Top 10 Owners of Walter Energy Inc

Total value ($)Shares
bought / sold
Marketfield Asset Management LLC7.71%5,074,22711,873,691-220,107-4.16%
SSgA Funds Management, Inc.6.13%4,033,4409,438,250+633,945+18.65%
The Vanguard Group, Inc.5.80%3,820,2278,939,331+229,170+6.38%
BlackRock Fund Advisors5.31%3,493,6178,175,064+88,982+2.61%
TIAA-CREF Investment Management L...4.85%3,195,0367,476,384-188,040-5.56%
BMO Asset Management Corp.4.68%3,078,7287,204,224+3,078,728--
D.C. Capital Advisors Ltd.3.80%2,500,0005,850,000+1,000,000+66.67%
Fidelity Management & Research Co...3.49%2,298,2795,377,973-241,901-9.52%
Massachusetts Financial Services ...3.24%2,133,3114,991,948-22,699-1.05%
Merrill Lynch, Pierce, Fenner & S...2.99%1,968,0564,605,251+566,513+40.42%

Top 10 Mutual Funds Holding Walter Energy Inc

Mutual fundStakeShares
Total value ($)Shares
bought / sold
MainStay Marketfield Fund7.30%4,804,52111,242,579-215,788-4.30%
SPDR S&P Metals & Mining ETF6.31%4,152,0599,715,818+427,375+11.47%
CREF Stock Account4.18%2,753,3596,442,860+5,017+0.18%
BMO Small Cap Growth Fund2.42%1,596,1603,735,014+56,300+3.66%
Vanguard Small Cap Index Fund1.73%1,140,9002,669,706+1,897+0.17%
MFS New Discovery Fund1.60%1,055,0892,468,908+1,266+0.12%
Vanguard Total Stock Market Index...1.60%1,054,6642,467,914+55,390+5.54%
iShares Russell 2000 ETF1.50%986,7292,308,946+36,900+3.88%
Vanguard Small Cap Value Index Fu...0.94%616,1451,441,779+12,744+2.11%
Vanguard Extended Market Index Fu...0.92%606,0731,418,211+2,760+0.46%

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