Walter Energy Inc (NYSE:WLT)

Data as of Sep 19
 +0.08 / +2.72%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $3.8 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.
Other institutional40.06%
Mutual fund holders39.33%
Individual stakeholders27.36%

Largest Quarterly Institutional

Latest Institutional Activity

6/30/2014BMO ASSET MANAGEMENT CORP.  Bought 3.1 Million shares of Walter Energy Inc
6/30/2014D.C. CAPITAL ADVISORS LTD.  Bought 1.0 Million shares of Walter Energy Inc
6/30/2014CROFT-LEOMINSTER, INC.  Bought 727.4 Thousand shares of Walter Energy Inc

Top 10 Owners of Walter Energy Inc

Total value ($)Shares
bought / sold
Marketfield Asset Management LLC7.71%5,074,22728,364,929-220,107-4.16%
SSgA Funds Management, Inc.6.13%4,033,44022,546,930+633,945+18.65%
The Vanguard Group, Inc.5.80%3,820,22721,355,069+229,170+6.38%
BlackRock Fund Advisors5.31%3,493,61719,529,319+88,982+2.61%
TIAA-CREF Investment Management L...4.85%3,195,03617,860,251-188,040-5.56%
BMO Asset Management Corp.4.68%3,078,72817,210,090+3,078,728--
D.C. Capital Advisors Ltd.3.80%2,500,00013,975,000+1,000,000+66.67%
Fidelity Management & Research Co...3.49%2,298,27912,847,380-241,901-9.52%
Massachusetts Financial Services ...3.24%2,133,31111,925,208-22,699-1.05%
Merrill Lynch, Pierce, Fenner & S...2.99%1,968,05611,001,433+566,513+40.42%

Top 10 Mutual Funds Holding Walter Energy Inc

Mutual fundStakeShares
Total value ($)Shares
bought / sold
MainStay Marketfield Fund7.30%4,804,52126,857,272-215,788-4.30%
SPDR S&P Metals & Mining ETF5.66%3,724,68420,820,984+446,942+13.64%
CREF Stock Account4.18%2,748,34215,363,23200.00%
BMO Small Cap Growth Fund2.42%1,596,1608,922,534+56,300+3.66%
Vanguard Small Cap Index Fund1.73%1,140,9006,377,631+1,897+0.17%
Vanguard Total Stock Market Index...1.60%1,054,6645,895,572+55,390+5.54%
MFS New Discovery Fund1.60%1,053,8235,890,871-16,514-1.54%
iShares Russell 2000 ETF1.44%949,8295,309,544+19,477+2.09%
Vanguard Small Cap Value Index Fu...0.92%603,4013,373,012+1,767+0.29%
Vanguard Extended Market Index Fu...0.92%603,3133,372,520+5,520+0.92%

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