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St. Joe Company

119 hedge funds and large institutions have $1.22B invested in St. Joe Company in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $891K | Put options by funds: $347K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.47% less ownership

Funds ownership: 97.17%96.69% (-0.47%)

7% less funds holding

Funds holding: 128119 (-9)

10% less capital invested

Capital invested by funds: $1.35B → $1.22B (-$129M)

21% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 42

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

Holders
119
Holders Change
-9
Holders Change %
-7.03%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
33
Reduced
42
Closed
21
Calls
$891K
Puts
$347K
Net Calls
+$544K
Net Calls Change
-$7.44M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
Fairholme Capital Management
Florida
$411M -$8.43M -533,843 -2%
JHIU
2
Janus Henderson Investors US
Colorado
$208M -$238K -15,060 -0.1%
BA
3
BlackRock Advisors
Delaware
$142M
Vanguard Group
4
Vanguard Group
Pennsylvania
$68.3M -$2.27M -144,039 -3%
BG
5
BlackRock Group
United Kingdom
$45.3M
THSP
6
Taube Hodson Stonex Partners
United Kingdom
$34.8M -$6.93M -438,810 -18%
BIP
7
Brandes Investment Partners
California
$30.1M +$2.37M +149,929 +9%
BIT
8
BlackRock Institutional Trust
California
$26.5M -$73K -4,619 -0.3%
BFA
9
BlackRock Fund Advisors
California
$26.2M -$629K -39,830 -3%
MAM
10
Marketfield Asset Management
New York
$20.8M -$4.27M -270,110 -18%
GI
11
GAMCO Investors
Connecticut
$19.9M -$1.42M -90,100 -7%
HCM
12
Hodges Capital Management
Texas
$18.5M -$1.77M -111,835 -9%
GF
13
Gabelli Funds
New York
$17.3M -$126K -8,000 -0.8%
State Street
14
State Street
Massachusetts
$16.3M +$914K +57,903 +7%
JP Morgan Chase
15
JP Morgan Chase
New York
$15M +$1.1M +69,484 +9%
BIM
16
BlackRock Investment Management
Delaware
$13.6M -$17.2K -1,090 -0.1%
Northern Trust
17
Northern Trust
Illinois
$11.3M +$529K +33,494 +5%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$10.1M +$5.93M +375,640 +176%
Norges Bank
19
Norges Bank
Norway
$9.95M
Renaissance Technologies
20
Renaissance Technologies
New York
$6.22M -$2.11M -133,800 -27%
RA
21
Royce & Associates
New York
$4.84M
Charles Schwab
22
Charles Schwab
California
$3.99M +$80.1K +5,071 +2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$3.98M -$256K -16,204 -7%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$3.39M +$1.3M +82,130 +71%
GC
25
GMT Capital
Georgia
$3.37M +$3.1M +196,374 New

JOE Hedge Fund Activity: Q1 2016 in Review

119 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in St. Joe Company (JOE) for Q1 2016, worth a combined $1.22B — down 9.6% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of JOE and 13 opened new positions — a net loss of 8 holders — while 42 trimmed existing stakes and 33 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $5.93M. The largest seller was Fairholme Capital Management, cutting an estimated $8.43M.

  • 119 institutional investors held St. Joe Company (JOE) as of Q1 2016, down from 128 in Q4 2015.
  • Funds reported $1.22B of St. Joe Company stock for Q1 2016, down 9.6% quarter-over-quarter.
  • 13 funds opened new St. Joe Company positions in Q1 2016 and 21 closed out, a net change of -8 holders.
  • The largest St. Joe Company buyer in Q1 2016 was T. Rowe Price Associates, an estimated $5.93M added.
  • The largest St. Joe Company seller in Q1 2016 was Fairholme Capital Management, an estimated $8.43M sold.

Based on aggregated 13F filings for Q1 2016.