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JOY

Joy Global Inc
JOY

Delisted

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

409 hedge funds and large institutions have $6.17B invested in Joy Global Inc in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 117 increasing their positions, 176 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

64% more call options, than puts

Call options by funds: $254M | Put options by funds: $155M

30% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 47

23% more capital invested

Capital invested by funds: $5.01B → $6.17B (+$1.16B)

2% more funds holding

Funds holding: 400409 (+9)

34% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 176

Holders
409
Holders Change
+9
Holders Change %
+2.25%
% of All Funds
11.87%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
61
Increased
117
Reduced
176
Closed
47
Calls
$254M
Puts
$155M
Net Calls
+$98.9M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Cornerstone Capital Management
Minnesota
$61.1M -$8.89M -161,414 -13%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$60.6M +$14.9M +271,400 +35%
Invesco
28
Invesco
Georgia
$58M -$1.17M -21,282 -2%
TA
29
Teachers Advisors
New York
$56.4M -$4.61M -83,761 -8%
EARNEST Partners
30
EARNEST Partners
Georgia
$54.5M +$51.3M +931,394 New
Mitsubishi UFJ Trust & Banking
31
Mitsubishi UFJ Trust & Banking
Japan
$51M +$17.8M +323,045 +59%
FWIA
32
Fort Washington Investment Advisors
Ohio
$48.8M -$9.87M -179,198 -18%
OAC
33
OMERS Administration Corp
Ontario, Canada
$48.7M +$24.7M +448,328 +117%
Deutsche Bank
34
Deutsche Bank
Germany
$45.7M -$2.25M -40,932 -5%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$45.5M +$2.44M +44,296 +6%
BG
36
BlackRock Group
United Kingdom
$41.3M -$3.02M -54,904 -7%
MAA
37
Managed Account Advisors
New Jersey
$39.4M -$3.22M -58,398 -8%
AllianceBernstein
38
AllianceBernstein
Tennessee
$39M -$22.1M -400,462 -38%
PP
39
Prudential plc
United Kingdom
$36.8M +$17.1M +310,390 +97%
PI
40
Putnam Investments
Massachusetts
$34.3M -$16.8M -304,403 -34%
Allianz Asset Management
41
Allianz Asset Management
Germany
$30.2M +$4.08M +74,130 +17%
U
42
UBS
Switzerland
$29.8M -$236K -4,286 -0.8%
Los Angeles Capital Management
43
Los Angeles Capital Management
California
$29.2M +$3.66M +66,432 +15%
AAMU
44
Amundi Asset Management US
Massachusetts
$27.8M -$292K -5,310 -1%
Norges Bank
45
Norges Bank
Norway
$26.9M -$8.6M -156,219 -25%
Legal & General Group
46
Legal & General Group
United Kingdom
$26.8M -$455K -8,263 -2%
BTS
47
BB&T Securities
Virginia
$26M -$308K -5,600 -11%
ARC
48
Absolute Return Capital
Massachusetts
$23.2M -$6.53M -118,535 -23%
HA
49
Heartland Advisors
Wisconsin
$23.1M +$21.8M +395,348 New
Goldman Sachs
50
Goldman Sachs
New York
$22.4M +$3.2M +58,181 +18%

JOY Hedge Fund Activity: Q4 2013 in Review

409 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Joy Global Inc (JOY) for Q4 2013, worth a combined $6.17B — up 23% from $5.01B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new JOY positions and 47 closed out — a net gain of 14 holders — while 117 added to existing stakes and 176 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $268M. The largest seller was Suntrust Banks, cutting an estimated $45.5M.

  • 409 institutional investors held Joy Global Inc (JOY) as of Q4 2013, up from 400 in Q3 2013.
  • Funds reported $6.17B of Joy Global Inc stock for Q4 2013, up 23% quarter-over-quarter.
  • 61 funds opened new Joy Global Inc positions in Q4 2013 and 47 closed out, a net change of +14 holders.
  • The largest Joy Global Inc buyer in Q4 2013 was Barrow, Hanley, Mewhinney & Strauss, an estimated $268M added.
  • The largest Joy Global Inc seller in Q4 2013 was Suntrust Banks, an estimated $45.5M sold.

Based on aggregated 13F filings for Q4 2013.