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JOY

Joy Global Inc
JOY

Delisted

JOY was delisted on the 5th of April, 2017.

271 hedge funds and large institutions have $1.37B invested in Joy Global Inc in 2015 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 102 increasing their positions, 88 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

16% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 88

11% less funds holding

Funds holding: 304271 (-33)

19% less capital invested

Capital invested by funds: $1.7B → $1.37B (-$329M)

38% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 78

52% less call options, than puts

Call options by funds: $40.9M | Put options by funds: $84.6M

Holders
271
Holders Change
-33
Holders Change %
-10.86%
% of All Funds
7.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
48
Increased
102
Reduced
88
Closed
78
Calls
$40.9M
Puts
$84.6M
Net Calls
-$43.7M
Net Calls Change
+$107K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IndexIQ Advisors
New York
$51K +$348 +23 +0.6%
LTFS
227
Ladenburg Thalmann Financial Services
Florida
$45K +$33.5K +2,214 +161%
Robeco Institutional Asset Management
228
Robeco Institutional Asset Management
Netherlands
$44K -$37.5K -2,478 -41%
LIA
229
LS Investment Advisors
Michigan
$41K -$93.1K -6,158 -65%
WTC
230
WhitTier Trust Company
Nevada
$41K +$44.8K +2,964 +938%
EDRE
231
Edmond de Rothschild (Europe)
Luxembourg
$36K
Zurich Cantonal Bank
232
Zurich Cantonal Bank
Switzerland
$26K +$9.75K +645 +45%
IA
233
IFP Advisors
Florida
$23K +$27.2K +1,798 New
ED
234
Exane Derivatives
France
$22.1K
BGIM
235
Brandywine Global Investment Management
Pennsylvania
$22K +$25.7K +1,700 New
JIC
236
Joel Isaacson & Co
New York
$19K
EDRS
237
Edmond de Rothschild (Suisse)
Switzerland
$16K -$11.3K -750 -37%
S
238
SignatureFD
Georgia
$16K -$7.24K -479 -27%
WCBA
239
Weaver C. Barksdale & Associates
Tennessee
$15K +$17.6K +1,164 New
MFS
240
MSI Financial Services
Massachusetts
$14K +$7.41K +490 +83%
AFP
241
Ausdal Financial Partners
Iowa
$14K +$17.3K +1,143 New
DADC
242
D.A. Davidson & Co
Montana
$8K
OMCS
243
Old Mutual Customised Solutions
South Africa
$8K
CGI
244
CI Global Investments
California
$8K +$9.07K +600 New
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$7K -$21.1K -1,393 -72%
RFA
246
Reilly Financial Advisors
California
$6K
KT
247
Kanaly Trust
Texas
$6K +$7.68K +508 New
MA
248
MUFG Americas
New York
$5K -$16.6K -1,100 -73%
EFSCE
249
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$3.87K +256 +219%
WAM
250
Wealthspire Advisors (Maryland)
Maryland
$4K +$4.58K +303 New

JOY Hedge Fund Activity: Q4 2015 in Review

271 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Joy Global Inc (JOY) for Q4 2015, worth a combined $1.37B — down 19% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of JOY and 48 opened new positions — a net loss of 30 holders — while 88 trimmed existing stakes and 102 added.

The largest buyer was Kiltearn Partners, adding an estimated $37.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $79.7M.

  • 271 institutional investors held Joy Global Inc (JOY) as of Q4 2015, down from 304 in Q3 2015.
  • Funds reported $1.37B of Joy Global Inc stock for Q4 2015, down 19% quarter-over-quarter.
  • 48 funds opened new Joy Global Inc positions in Q4 2015 and 78 closed out, a net change of -30 holders.
  • The largest Joy Global Inc buyer in Q4 2015 was Kiltearn Partners, an estimated $37.1M added.
  • The largest Joy Global Inc seller in Q4 2015 was T. Rowe Price Associates, an estimated $79.7M sold.

Based on aggregated 13F filings for Q4 2015.