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JOY

Joy Global Inc
JOY

Delisted

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

400 hedge funds and large institutions have $5.01B invested in Joy Global Inc in 2013 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 158 increasing their positions, 136 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 136

8% more capital invested

Capital invested by funds: $4.62B → $5.01B (+$386M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less call options, than puts

Call options by funds: $173M | Put options by funds: $175M

8% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 51

1% less funds holding

Funds holding: 406400 (-6)

Holders
400
Holders Change
-6
Holders Change %
-1.48%
% of All Funds
12.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
47
Increased
158
Reduced
136
Closed
51
Calls
$173M
Puts
$175M
Net Calls
-$2.79M
Net Calls Change
+$52.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
26
Fort Washington Investment Advisors
Ohio
$51.7M +$47M +922,010 +1,015%
Invesco
27
Invesco
Georgia
$51.7M -$32.9M -645,016 -39%
PI
28
Putnam Investments
Massachusetts
$45.5M +$384K +7,531 +0.9%
Deutsche Bank
29
Deutsche Bank
Germany
$42M -$3.01M -59,075 -7%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$39M +$9.23M +180,923 +31%
BG
31
BlackRock Group
United Kingdom
$38.9M +$3.41M +66,914 +10%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$37.5M +$1.31M +25,652 +4%
MAA
33
Managed Account Advisors
New Jersey
$37.3M +$8.42M +164,993 +29%
RFC
34
Russell Frank Company
Washington
$37.2M +$2.17M +42,477 +6%
Norges Bank
35
Norges Bank
Norway
$31.5M +$4.56M +89,372 +17%
JP Morgan Chase
36
JP Morgan Chase
New York
$28.2M -$10.3M -200,962 -27%
Mitsubishi UFJ Trust & Banking
37
Mitsubishi UFJ Trust & Banking
Japan
$28M +$937K +18,373 +3%
ARC
38
Absolute Return Capital
Massachusetts
$26.3M -$2.11M -41,452 -7%
U
39
UBS
Switzerland
$26.2M -$4.9M -95,977 -16%
BTS
40
BB&T Securities
Virginia
$25.5M +$103K +2,019 +4%
AAMU
41
Amundi Asset Management US
Massachusetts
$24.5M -$29.8M -583,399 -55%
Millennium Management
42
Millennium Management
New York
$24M -$25.1M -492,166 -51%
Coatue Management
43
Coatue Management
New York
$23.9M
Legal & General Group
44
Legal & General Group
United Kingdom
$23.8M -$402K -7,888 -2%
JHIU
45
Janus Henderson Investors US
Colorado
$22.6M -$41.6M -815,165 -65%
Allianz Asset Management
46
Allianz Asset Management
Germany
$22.5M +$7.46M +146,310 +50%
Los Angeles Capital Management
47
Los Angeles Capital Management
California
$22.1M +$18.5M +362,155 +512%
OAC
48
OMERS Administration Corp
Ontario, Canada
$19.6M -$12.7M -249,400 -39%
Morgan Stanley
49
Morgan Stanley
New York
$19.3M +$2.15M +42,229 +13%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$18.6M -$9.85M -193,099 -35%

JOY Hedge Fund Activity: Q3 2013 in Review

400 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Joy Global Inc (JOY) for Q3 2013, worth a combined $5.01B — up 8.4% from $4.62B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of JOY and 47 opened new positions — a net loss of 4 holders — while 136 trimmed existing stakes and 158 added.

The largest buyer was Artisan Partners, adding an estimated $82.7M. The largest seller was Suntrust Banks, cutting an estimated $59.9M.

  • 400 institutional investors held Joy Global Inc (JOY) as of Q3 2013, down from 406 in Q2 2013.
  • Funds reported $5.01B of Joy Global Inc stock for Q3 2013, up 8.4% quarter-over-quarter.
  • 47 funds opened new Joy Global Inc positions in Q3 2013 and 51 closed out, a net change of -4 holders.
  • The largest Joy Global Inc buyer in Q3 2013 was Artisan Partners, an estimated $82.7M added.
  • The largest Joy Global Inc seller in Q3 2013 was Suntrust Banks, an estimated $59.9M sold.

Based on aggregated 13F filings for Q3 2013.