Walter Energy Inc (NYSE:WLT)

5.59
Data as of Aug 29
 -0.01 / -0.18%
Today’s Change
4.25
Today|||52-Week Range
19.50
-66.39%
Year-to-Date
Institutional investors purchased a net $3.9 million shares of WLT during the quarter ended June 2014 and now own 79.47% 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 holders41.66%
Other institutional37.81%
Individual stakeholders27.36%

Largest Quarterly Institutional
Transactions

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

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Marketfield Asset Management LLC7.71%5,074,22729,176,805-220,107-4.16%
SSgA Funds Management, Inc.6.13%4,033,44023,192,280+633,945+18.65%
The Vanguard Group, Inc.5.80%3,820,22721,966,305+229,170+6.38%
BlackRock Fund Advisors5.31%3,493,61720,088,298+88,982+2.61%
TIAA-CREF Investment Management L...4.85%3,195,03618,371,457-188,040-5.56%
BMO Asset Management Corp.4.68%3,078,72817,702,686+3,078,728--
D.C. Capital Advisors Ltd.3.80%2,500,00014,375,000+1,000,000+66.67%
Fidelity Management & Research Co...3.49%2,298,27913,215,104-241,901-9.52%
Massachusetts Financial Services ...3.24%2,133,31112,266,538-22,699-1.05%
Merrill Lynch, Pierce, Fenner & S...2.99%1,968,05611,316,322+566,513+40.42%

Top 10 Mutual Funds Holding Walter Energy Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
MainStay Marketfield Fund7.30%4,804,52127,625,996-215,788-4.30%
SPDR S&P Metals & Mining ETF4.98%3,277,74218,847,017+389,613+13.49%
CREF Stock Account4.18%2,748,34215,802,967-557,193-16.86%
BMO Small Cap Growth Fund2.34%1,539,8608,854,195+441,160+40.15%
Vanguard Small Cap Index Fund1.73%1,140,9006,560,175+1,897+0.17%
MFS New Discovery Fund1.63%1,070,3376,154,438-11,194-1.04%
Vanguard Total Stock Market Index...1.52%999,2745,745,826+49,031+5.16%
iShares Russell 2000 ETF1.41%930,3525,349,524-19,955-2.10%
Fidelity Advisor Capital Developm...1.01%665,8003,828,350-211,100-24.07%
Fidelity Large Cap Stock Fund0.98%647,6053,723,729-177,300-21.49%

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