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WLT

WALTER ENERGY INC COM STK (DE)
WLT

Delisted

WLT was delisted on the 7th of July, 2015.

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186 hedge funds and large institutions have $783M invested in WALTER ENERGY INC COM STK (DE) in 2013 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 61 increasing their positions, 59 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $582M → $783M (+$201M)

16% more call options, than puts

Call options by funds: $129M | Put options by funds: $111M

3% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 59

0% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 42

2% less funds holding

Funds holding: 190 → 186 (-4)

Holders
186
Holders Change
-4
Holders Change %
-2.11%
% of All Funds
6.03%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.16%
New
42
Increased
61
Reduced
59
Closed
42
Calls
$129M
Puts
$111M
Net Calls
+$18.1M
Net Calls Change
+$7.75M

Top Buyers

Rank Fund Capital Flow
1
MTIM
Marathon Trading Investment Management
Pennsylvania
+$55M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$36.7M
3
PP
Peconic Partners
New York
+$14.2M
4
T
Tahithromos
New York
+$12.6M
5
Deutsche Bank
Deutsche Bank
Germany
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$59.5M
2
SCA
SAC Capital Advisors
Connecticut
-$35.7M
3
EAM
Eagle Asset Management
Florida
-$15.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$11.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
51
BlackRock Advisors
Delaware
$2.88M +$2.12M +167,287 +443%
PCP
52
Perimeter Capital Partners
Georgia
$2.86M +$1.58M +124,544 +157%
BIM
53
BlackRock Investment Management
Delaware
$2.84M +$66.7K +5,249 +3%
HJMC
54
Hellman Jordan Management Company
Massachusetts
$2.84M +$2.57M +202,260 New
PRC
55
Platte River Capital
Colorado
$2.65M +$1.74M +136,940 +263%
PP
56
PDT Partners
New York
$2.59M -$104K -8,195 -4%
GC
57
Guggenheim Capital
Illinois
$2.58M +$1.72M +135,275 +289%
Franklin Resources
58
Franklin Resources
California
$2.5M -$6.35K -500 -0.3%
JCM
59
Jasinkiewicz Capital Management
New Jersey
$2.43M -$501K -39,473 -19%
NIM
60
Nexus Investment Management
Ontario, Canada
$2.37M -$90.5K -7,125 -4%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$2.15M +$311K +24,500 +19%
CF
62
CNA Financial
Illinois
$2.03M – – –
BL
63
Bolton LP
Connecticut
$1.86M +$1.69M +132,800 New
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$1.86M – – –
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$1.84M -$485K -38,155 -23%
DCM
66
Decade Capital Management
New York
$1.82M +$1.65M +130,000 New
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$1.79M +$598K +47,115 +59%
NCM
68
Newgate Capital Management
Connecticut
$1.79M +$1.62M +127,363 New
Barclays
69
Barclays
United Kingdom
$1.73M -$10.7M -845,785 -87%
CS
70
Credit Suisse
Switzerland
$1.7M -$10.1M -794,300 -87%
PWPCM
71
Perella Weinberg Partners Capital Management
New York
$1.64M +$1.49M +116,948 New
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$1.58M +$44.8K +3,530 +3%
GI
73
GLG Inc
New York
$1.55M +$635K +50,000 +82%
CA
74
Commerzbank Aktiengesellschaft
Germany
$1.55M -$1.94M -152,842 -58%
AllianceBernstein
75
AllianceBernstein
Tennessee
$1.46M +$126K +9,957 +11%
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3
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WLT Hedge Fund Activity: Q3 2013 in Review

186 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in WALTER ENERGY INC COM STK (DE) (WLT) for Q3 2013, worth a combined $783M — up 34% from $582M a quarter earlier.

Fund positioning in WLT was balanced in Q3 2013: 42 funds opened new positions, 42 closed out, 61 added to existing stakes and 59 trimmed.

The largest buyer was Marathon Trading Investment Management, adding an estimated $55M. The largest seller was JP Morgan Chase, cutting an estimated $59.5M.

  • 186 institutional investors held WALTER ENERGY INC COM STK (DE) (WLT) as of Q3 2013, down from 190 in Q2 2013.
  • Funds reported $783M of WALTER ENERGY INC COM STK (DE) stock for Q3 2013, up 34% quarter-over-quarter.
  • 42 funds opened new WALTER ENERGY INC COM STK (DE) positions in Q3 2013 and 42 closed out, a net change of 0 holders.
  • The largest WALTER ENERGY INC COM STK (DE) buyer in Q3 2013 was Marathon Trading Investment Management, an estimated $55M added.
  • The largest WALTER ENERGY INC COM STK (DE) seller in Q3 2013 was JP Morgan Chase, an estimated $59.5M sold.

Based on aggregated 13F filings for Q3 2013.