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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
CII
201
CR Intrinsic Investors
Connecticut
– -$624K -60,000 Closed
Los Angeles Capital Management
202
Los Angeles Capital Management
California
– -$532K -51,184 Closed
Jane Street
203
Jane Street
New York
– -$456K -43,807 Closed
WIC
204
Woodmont Investment Counsel
Tennessee
– -$450K -43,310 Closed
AIM
205
abrdn Investment Management
United Kingdom
– -$345K -33,235 Closed
Verition Fund Management
206
Verition Fund Management
Connecticut
– -$294K -28,309 Closed
OCM
207
Otter Creek Management
Florida
– -$260K -25,000 Closed
OAC
208
OMERS Administration Corp
Ontario, Canada
– -$206K -19,800 Closed
State of Wisconsin Investment Board
209
State of Wisconsin Investment Board
Wisconsin
– -$183K -17,600 Closed
USAA
210
United Services Automobile Association
Texas
– -$173K -16,601 Closed
B
211
Barings
North Carolina
– -$162K -15,600 Closed
BPGAM
212
BTG Pactual Global Asset Management
Bermuda
– -$156K -15,000 Closed
NSCM
213
New South Capital Management
Tennessee
– -$127K -12,176 Closed
CIM
214
Confluence Investment Management
Missouri
– -$126K -12,076 Closed
Tudor Investment Corp
215
Tudor Investment Corp
Connecticut
– -$115K -11,100 Closed
SCM
216
Sterneck Capital Management
Missouri
– -$114K -11,000 Closed
Principal Financial Group
217
Principal Financial Group
Iowa
– -$110K -10,610 Closed
SCM
218
Stevens Capital Management
Pennsylvania
– -$109K -10,475 Closed
KPCM
219
Kings Point Capital Management
New York
– -$104K -10,000 Closed
MCM
220
Manchester Capital Management
Vermont
– -$92K -8,886 Closed
HCM
221
Highlander Capital Management
New Jersey
– -$52K -5,000 Closed
EWP
222
Edmunds White Partners
Virginia
– -$25K -2,500 Closed
OMCS
223
Old Mutual Customised Solutions
South Africa
– -$12K -1,200 Closed
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
– -$5K -493 Closed
CFA
225
Camarda Financial Advisors
Florida
– -$2K -172 Closed
6 7 8
9
10

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.