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St. Joe Company

165 hedge funds and large institutions have $2.33B invested in St. Joe Company in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 50 increasing their positions, 67 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $2.25B → $2.33B (+$76.4M)

0.51% less ownership

Funds ownership: 89.12%88.61% (-0.51%)

10% less funds holding

Funds holding: 183165 (-18)

19% less call options, than puts

Call options by funds: $10.7M | Put options by funds: $13.3M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 67

67% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 27

Holders
165
Holders Change
-18
Holders Change %
-9.84%
% of All Funds
2.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
9
Increased
50
Reduced
67
Closed
27
Calls
$10.7M
Puts
$13.3M
Net Calls
-$2.58M
Net Calls Change
+$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
Fairholme Capital Management
Florida
$1.15B
Vanguard Group
2
Vanguard Group
Pennsylvania
$237M +$22.2M +493,214 +10%
BlackRock
3
BlackRock
New York
$216M -$7.97M -176,861 -4%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$177M -$6.36M -141,067 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$70.6M -$2.65M -58,722 -4%
GI
6
GAMCO Investors
Connecticut
$46.2M -$690K -15,300 -1%
State Street
7
State Street
Massachusetts
$44.3M +$1.12M +24,843 +3%
GF
8
Gabelli Funds
New York
$42.7M -$225K -5,000 -0.5%
FSCM
9
Front Street Capital Management
Montana
$35M +$142K +3,141 +0.4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$28.1M +$506K +11,221 +2%
Northern Trust
11
Northern Trust
Illinois
$23.3M +$618K +13,713 +3%
Morgan Stanley
12
Morgan Stanley
New York
$16.1M +$3.79M +84,069 +30%
Norges Bank
13
Norges Bank
Norway
$15.5M +$1.45M +32,078 +10%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$14.8M -$439K -9,730 -3%
Principal Financial Group
15
Principal Financial Group
Iowa
$13.5M +$3.7M +82,108 +37%
DIS
16
Diversified Investment Strategies
Louisiana
$13.4M -$310K -6,865 -2%
HKAM
17
Horizon Kinetics Asset Management
New York
$10.5M +$8.15M +180,805 +328%
N
18
Nuveen
North Carolina
$10.1M +$3.36M +74,598 +49%
Charles Schwab
19
Charles Schwab
California
$9.83M +$158K +3,496 +2%
ECP
20
Empyrean Capital Partners
California
$7.81M +$1.13M +25,000 +17%
Ameriprise
21
Ameriprise
Minnesota
$6.24M -$73.4K -1,627 -1%
Bank of America
22
Bank of America
North Carolina
$6.21M -$2.05M -45,434 -25%
CAMG
23
CWA Asset Management Group
Florida
$5.93M +$5.9M +130,949 New
Invesco
24
Invesco
Georgia
$4.95M -$8.73M -193,661 -64%
PPA
25
Parametric Portfolio Associates
Washington
$4.95M +$411K +9,114 +9%

JOE Hedge Fund Activity: Q2 2021 in Review

165 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in St. Joe Company (JOE) for Q2 2021, worth a combined $2.33B — up 3.4% from $2.25B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of JOE and 9 opened new positions — a net loss of 18 holders — while 67 trimmed existing stakes and 50 added.

The largest buyer was Vanguard Group, adding an estimated $22.2M. The largest seller was Invesco, cutting an estimated $8.73M.

  • 165 institutional investors held St. Joe Company (JOE) as of Q2 2021, down from 183 in Q1 2021.
  • Funds reported $2.33B of St. Joe Company stock for Q2 2021, up 3.4% quarter-over-quarter.
  • 9 funds opened new St. Joe Company positions in Q2 2021 and 27 closed out, a net change of -18 holders.
  • The largest St. Joe Company buyer in Q2 2021 was Vanguard Group, an estimated $22.2M added.
  • The largest St. Joe Company seller in Q2 2021 was Invesco, an estimated $8.73M sold.

Based on aggregated 13F filings for Q2 2021.