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JOY

Joy Global Inc
JOY

Delisted

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

403 hedge funds and large institutions have $6.87B invested in Joy Global Inc in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 143 increasing their positions, 147 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $257M | Put options by funds: $164M

16% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 37

10% more capital invested

Capital invested by funds: $6.25B → $6.87B (+$620M)

0% more funds holding

Funds holding: 401403 (+2)

3% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 147

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
403
Holders Change
+2
Holders Change %
+0.5%
% of All Funds
11.58%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
43
Increased
143
Reduced
147
Closed
37
Calls
$257M
Puts
$164M
Net Calls
+$92.9M
Net Calls Change
+$37.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$59.6M +$2.33M +38,758 +4%
PP
27
Prudential plc
United Kingdom
$58.5M -$719K -11,954 -1%
Invesco
28
Invesco
Georgia
$56.8M -$1.56M -25,888 -3%
MAA
29
Managed Account Advisors
New Jersey
$56.3M +$2.96M +49,140 +6%
EARNEST Partners
30
EARNEST Partners
Georgia
$55.1M -$1.75M -29,115 -3%
TA
31
Teachers Advisors
New York
$54.9M -$566K -9,408 -1%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$54.8M +$11.2M +186,930 +27%
FWIA
33
Fort Washington Investment Advisors
Ohio
$54.5M -$7.6M -126,366 -12%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$53.4M -$1.98M -33,000 -4%
Wells Fargo
35
Wells Fargo
California
$50.6M -$24.9M -413,517 -33%
Lord, Abbett & Co
36
Lord, Abbett & Co
New Jersey
$48.3M +$47.1M +783,829 New
Two Sigma Investments
37
Two Sigma Investments
New York
$46.7M +$45.6M +759,027 New
Brown Advisory
38
Brown Advisory
Maryland
$45.8M +$15.1M +251,572 +51%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$45.4M -$718K -11,943 -2%
BG
40
BlackRock Group
United Kingdom
$44.6M +$1.13M +18,718 +3%
WG
41
Winton Group
United Kingdom
$39.5M +$38.6M +641,798 New
ARC
42
Absolute Return Capital
Massachusetts
$37M +$15.7M +261,332 +77%
GAM
43
Gotham Asset Management
New York
$37M +$18.8M +311,909 +108%
PI
44
Putnam Investments
Massachusetts
$34.6M +$8.66M +143,974 +34%
O
45
OppenheimerFunds
New York
$32.3M -$66.5M -1,105,830 -68%
Los Angeles Capital Management
46
Los Angeles Capital Management
California
$30.3M -$246K -4,085 -0.8%
Goldman Sachs
47
Goldman Sachs
New York
$30.2M +$3.92M +65,250 +15%
AAMU
48
Amundi Asset Management US
Massachusetts
$29.9M +$44K +732 +0.2%
First Trust Advisors
49
First Trust Advisors
Illinois
$29M +$4.3M +71,472 +18%
GC
50
Guggenheim Capital
Illinois
$28.4M +$4.33M +71,915 +18%

JOY Hedge Fund Activity: Q2 2014 in Review

403 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Joy Global Inc (JOY) for Q2 2014, worth a combined $6.87B — up 9.9% from $6.25B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new JOY positions and 37 closed out — a net gain of 6 holders — while 143 added to existing stakes and 147 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $64.5M. The largest seller was Iridian Asset Management, exiting entirely with an estimated $81.5M sold.

  • 403 institutional investors held Joy Global Inc (JOY) as of Q2 2014, up from 401 in Q1 2014.
  • Funds reported $6.87B of Joy Global Inc stock for Q2 2014, up 9.9% quarter-over-quarter.
  • 43 funds opened new Joy Global Inc positions in Q2 2014 and 37 closed out, a net change of +6 holders.
  • The largest Joy Global Inc buyer in Q2 2014 was Westwood Holdings Group, an estimated $64.5M added.
  • The largest Joy Global Inc seller in Q2 2014 was Iridian Asset Management, an estimated $81.5M sold.

Based on aggregated 13F filings for Q2 2014.