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JOY

Joy Global Inc
JOY

Delisted

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

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304 hedge funds and large institutions have $1.7B invested in Joy Global Inc in 2015 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 125 increasing their positions, 84 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 84

5% less funds holding

Funds holding: 319 → 304 (-15)

18% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 71

45% less call options, than puts

Call options by funds: $54M | Put options by funds: $97.8M

56% less capital invested

Capital invested by funds: $3.88B → $1.7B (-$2.18B)

Holders
304
Holders Change
-15
Holders Change %
-4.7%
% of All Funds
8.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
58
Increased
125
Reduced
84
Closed
71
Calls
$54M
Puts
$97.8M
Net Calls
-$43.8M
Net Calls Change
-$70.9M

Top Buyers

Rank Fund Capital Flow
1
KP
Kiltearn Partners
United Kingdom
+$73.7M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$70.4M
3
Artisan Partners
Artisan Partners
Wisconsin
+$69M
4
Invesco
Invesco
Georgia
+$66.7M
5
Renaissance Technologies
Renaissance Technologies
New York
+$34.4M

Top Sellers

Rank Fund Capital Flow
1
MNA
Manning & Napier Advisors
New York
-$147M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$119M
3
WRF
Waddell & Reed Financial
Kansas
-$94.9M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$72M
5
O
OppenheimerFunds
New York
-$49.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
KRS
351
Kentucky Retirement Systems
Kentucky
– -$238K -6,576 Closed
EA
352
Euclid Advisors
Connecticut
– -$237K -6,535 Closed
LPL Financial
353
LPL Financial
California
– -$218K -6,456 Closed
Janus Henderson Group
354
Janus Henderson Group
United Kingdom
– -$179K -4,936 Closed
CS
355
Credential Securities
– -$132K -3,661 Closed
GT
356
Glenmede Trust
Pennsylvania
– -$73K -2,066 Closed
CAL
357
Capital Analysts LLC
Pennsylvania
– -$55.9K -1,543 Closed
WTB
358
Washington Trust Bank
Washington
– -$36K -988 Closed
OSAM
359
O'Shaughnessy Asset Management
Connecticut
– -$31K -866 Closed
GWM
360
Gupta Wealth Management
California
– -$26K -732 Closed
JGC
361
J. Goldman & Co
New York
– -$17K -701 Closed
AGM
362
Alpine Global Management
New York
– -$25K -682 Closed
QCG
363
Quadrant Capital Group
Ohio
– -$20K -558 Closed
ST
364
Spot Trading
Illinois
– -$11.7K -481 Closed
ST
365
Smithfield Trust
Pennsylvania
– -$14K -400 Closed
HCMT
366
Highland Capital Management (Tennessee)
Tennessee
– -$3K -75 Closed
BWA
367
Burt Wealth Advisors
Maryland
– -$2K -23 Closed
TFA
368
Transamerica Financial Advisors
Florida
– -$1K -22 Closed
FANJ
369
Financial Architects (New Jersey)
New Jersey
– -$1K -20 Closed
WA
370
WFG Advisors
Texas
– +$24 +1 +10%
PFBT
371
Parkside Financial Bank & Trust
Missouri
– +$340 +14 New
ACS
372
Archford Capital Strategies
Illinois
– +$752 +31 +100%
11 12 13 14
15

JOY Hedge Fund Activity: Q3 2015 in Review

304 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Joy Global Inc (JOY) for Q3 2015, worth a combined $1.7B — down 56% from $3.88B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of JOY and 58 opened new positions — a net loss of 13 holders — while 84 trimmed existing stakes and 125 added.

The largest buyer was Kiltearn Partners, adding an estimated $73.7M. The largest seller was Manning & Napier Advisors, cutting an estimated $147M.

  • 304 institutional investors held Joy Global Inc (JOY) as of Q3 2015, down from 319 in Q2 2015.
  • Funds reported $1.7B of Joy Global Inc stock for Q3 2015, down 56% quarter-over-quarter.
  • 58 funds opened new Joy Global Inc positions in Q3 2015 and 71 closed out, a net change of -13 holders.
  • The largest Joy Global Inc buyer in Q3 2015 was Kiltearn Partners, an estimated $73.7M added.
  • The largest Joy Global Inc seller in Q3 2015 was Manning & Napier Advisors, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2015.