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St. Joe Company

119 hedge funds and large institutions have $1.47B invested in St. Joe Company in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 50 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $9.02M | Put options by funds: $5.58M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3% more capital invested

Capital invested by funds: $1.43B → $1.47B (+$38.9M)

13% less funds holding

Funds holding: 136119 (-17)

15.76% less ownership

Funds ownership: 99.72%83.97% (-16%)

42% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 50

55% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 31

Holders
119
Holders Change
-17
Holders Change %
-12.5%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
14
Increased
29
Reduced
50
Closed
31
Calls
$9.02M
Puts
$5.58M
Net Calls
+$3.44M
Net Calls Change
-$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
Fairholme Capital Management
Florida
$468M -$2.9M -170,478 -0.7%
JHIU
2
Janus Henderson Investors US
Colorado
$234M +$48.2K +2,830 +0%
BA
3
BlackRock Advisors
Delaware
$158M -$45M -2,642,443 -24%
Vanguard Group
4
Vanguard Group
Pennsylvania
$92.7M +$985K +57,879 +1%
BG
5
BlackRock Group
United Kingdom
$50.6M -$1.12M -65,857 -2%
THSP
6
Taube Hodson Stonex Partners
United Kingdom
$49.2M -$13.5M -794,611 -24%
MAM
7
Marketfield Asset Management
New York
$35.8M -$15.8M -929,490 -33%
BIP
8
Brandes Investment Partners
California
$33.9M +$1.55M +90,952 +5%
BIT
9
BlackRock Institutional Trust
California
$27.5M -$5.38M -316,154 -18%
BFA
10
BlackRock Fund Advisors
California
$26.3M -$5.47M -321,271 -19%
HIM
11
Hermes Investment Management
United Kingdom
$24.7M -$181K -10,644 -0.8%
GI
12
GAMCO Investors
Connecticut
$23.7M -$3.29M -193,600 -14%
HCM
13
Hodges Capital Management
Texas
$22.8M +$20.3M +1,190,730 New
GF
14
Gabelli Funds
New York
$19.2M -$4.17M -244,940 -20%
BIM
15
BlackRock Investment Management
Delaware
$14.4M -$746K -43,825 -5%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$13.7M -$2.15M -126,594 -15%
Northern Trust
17
Northern Trust
Illinois
$13.6M -$947K -55,642 -7%
PAMU
18
Pictet Asset Management (UK)
United Kingdom
$13.2M +$6.78M +398,496 +136%
JP Morgan Chase
19
JP Morgan Chase
New York
$12.9M -$754K -44,285 -6%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$10.3M +$84.5K +4,968 +0.9%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$9.5M -$1.09M -63,844 -11%
Norges Bank
22
Norges Bank
Norway
$7.75M -$6.81M -400,000 -50%
Renaissance Technologies
23
Renaissance Technologies
New York
$6.89M -$794K -46,675 -11%
Deutsche Bank
24
Deutsche Bank
Germany
$5.82M +$2.39M +140,347 +86%
RA
25
Royce & Associates
New York
$5.39M

JOE Hedge Fund Activity: Q3 2015 in Review

119 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in St. Joe Company (JOE) for Q3 2015, worth a combined $1.47B — up 2.7% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of JOE and 14 opened new positions — a net loss of 17 holders — while 50 trimmed existing stakes and 29 added.

The largest buyer was Hodges Capital Management, opening a new position worth an estimated $20.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $120M.

  • 119 institutional investors held St. Joe Company (JOE) as of Q3 2015, down from 136 in Q2 2015.
  • Funds reported $1.47B of St. Joe Company stock for Q3 2015, up 2.7% quarter-over-quarter.
  • 14 funds opened new St. Joe Company positions in Q3 2015 and 31 closed out, a net change of -17 holders.
  • The largest St. Joe Company buyer in Q3 2015 was Hodges Capital Management, an estimated $20.3M added.
  • The largest St. Joe Company seller in Q3 2015 was T. Rowe Price Associates, an estimated $120M sold.

Based on aggregated 13F filings for Q3 2015.