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JOY

Joy Global Inc
JOY

Delisted

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

401 hedge funds and large institutions have $6.25B invested in Joy Global Inc in 2014 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 130 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $198M | Put options by funds: $142M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1% more capital invested

Capital invested by funds: $6.17B → $6.25B (+$86.9M)

2% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 44

2% less funds holding

Funds holding: 409401 (-8)

23% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 169

Holders
401
Holders Change
-8
Holders Change %
-1.96%
% of All Funds
11.58%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
43
Increased
130
Reduced
169
Closed
44
Calls
$198M
Puts
$142M
Net Calls
+$55.6M
Net Calls Change
-$43.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
26
Fort Washington Investment Advisors
Ohio
$58.6M +$9.86M +177,529 +21%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$56.4M +$38.1M +685,533 +240%
PP
28
Prudential plc
United Kingdom
$55.8M +$18.4M +331,905 +53%
Invesco
29
Invesco
Georgia
$55M -$2.36M -42,464 -4%
Allianz Asset Management
30
Allianz Asset Management
Germany
$53.9M +$23M +413,532 +80%
EARNEST Partners
31
EARNEST Partners
Georgia
$53.6M -$428K -7,712 -0.8%
TA
32
Teachers Advisors
New York
$52.2M -$3.52M -63,410 -7%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$52.2M -$7.55M -135,948 -13%
MAA
34
Managed Account Advisors
New Jersey
$50.2M +$10.7M +192,352 +29%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$43.4M -$1.64M -29,520 -4%
BG
36
BlackRock Group
United Kingdom
$40.9M -$52.1K -938 -0.1%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$40.7M +$25.5M +459,829 +190%
Deutsche Bank
38
Deutsche Bank
Germany
$32.1M -$12.7M -229,143 -29%
Los Angeles Capital Management
39
Los Angeles Capital Management
California
$28.8M -$158K -2,845 -0.6%
Brown Advisory
40
Brown Advisory
Maryland
$28.5M +$27.3M +492,139 New
AAMU
41
Amundi Asset Management US
Massachusetts
$28.1M +$510K +9,190 +2%
CS
42
Credit Suisse
Switzerland
$26.2M +$12.6M +227,833 +102%
BTS
43
BB&T Securities
Virginia
$25.1M -$61.1K -1,100 -2%
Legal & General Group
44
Legal & General Group
United Kingdom
$25M -$1.44M -25,943 -6%
Goldman Sachs
45
Goldman Sachs
New York
$24.7M +$2.36M +42,506 +11%
LCS
46
Levin Capital Strategies
New York
$24.4M +$23.3M +419,970 New
KG
47
Killen Group
Pennsylvania
$24.3M +$2.83M +51,000 +14%
PI
48
Putnam Investments
Massachusetts
$24.3M -$9.31M -167,649 -29%
WCM
49
Winton Capital Management
United Kingdom
$23.2M +$18.5M +333,577 +498%
Coatue Management
50
Coatue Management
New York
$23.2M +$18.4M +331,100 +481%

JOY Hedge Fund Activity: Q1 2014 in Review

401 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Joy Global Inc (JOY) for Q1 2014, worth a combined $6.25B — up 1.4% from $6.17B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of JOY and 43 opened new positions — a net loss of 1 holder — while 169 trimmed existing stakes and 130 added.

The largest buyer was First Pacific Advisors, adding an estimated $84.5M. The largest seller was Cornerstone Capital Management, exiting entirely with an estimated $61.1M sold.

  • 401 institutional investors held Joy Global Inc (JOY) as of Q1 2014, down from 409 in Q4 2013.
  • Funds reported $6.25B of Joy Global Inc stock for Q1 2014, up 1.4% quarter-over-quarter.
  • 43 funds opened new Joy Global Inc positions in Q1 2014 and 44 closed out, a net change of -1 holder.
  • The largest Joy Global Inc buyer in Q1 2014 was First Pacific Advisors, an estimated $84.5M added.
  • The largest Joy Global Inc seller in Q1 2014 was Cornerstone Capital Management, an estimated $61.1M sold.

Based on aggregated 13F filings for Q1 2014.