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JOY

Joy Global Inc
JOY

Delisted

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

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319 hedge funds and large institutions have $3.88B invested in Joy Global Inc in 2015 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 101 increasing their positions, 128 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $71.5M | Put options by funds: $44.4M

4% less capital invested

Capital invested by funds: $4.03B → $3.88B (-$147M)

4% less funds holding

Funds holding: 334 → 319 (-15)

21% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 62

21% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 128

Holders
319
Holders Change
-15
Holders Change %
-4.49%
% of All Funds
8.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
49
Increased
101
Reduced
128
Closed
62
Calls
$71.5M
Puts
$44.4M
Net Calls
+$27.1M
Net Calls Change
+$31.4M

Top Buyers

Rank Fund Capital Flow
1
Artisan Partners
Artisan Partners
Wisconsin
+$167M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$68.1M
3
Invesco
Invesco
Georgia
+$49.5M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$45.5M
5
KP
Kiltearn Partners
United Kingdom
+$41.7M

Top Sellers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
-$43.2M
2
ClearBridge Investments
ClearBridge Investments
New York
-$36.3M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$29.6M
4
State Street
State Street
Massachusetts
-$29.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$26.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$30.3M +$3.5M +87,060 +12%
UBS AM
27
UBS AM
Illinois
$29.6M -$9.78M -243,008 -23%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$27.9M -$130K -3,230 -0.4%
Brown Advisory
29
Brown Advisory
Maryland
$27.8M -$4.57M -113,695 -13%
EARNEST Partners
30
EARNEST Partners
Georgia
$27M -$1.19M -29,680 -4%
GC
31
Guggenheim Capital
Illinois
$26.5M -$1.03M -25,546 -3%
First Trust Advisors
32
First Trust Advisors
Illinois
$25.8M +$6.34M +157,656 +28%
Ninety One (UK)
33
Ninety One (UK)
United Kingdom
$25.1M -$1.56M -38,769 -5%
Millennium Management
34
Millennium Management
New York
$23.2M +$5.89M +146,309 +30%
Wells Fargo
35
Wells Fargo
California
$22.7M +$7.42M +184,426 +42%
ARC
36
Absolute Return Capital
Massachusetts
$21.6M +$7.12M +177,044 +42%
JHIU
37
Janus Henderson Investors US
Colorado
$21.4M -$524K -13,019 -2%
Two Sigma Investments
38
Two Sigma Investments
New York
$20.8M +$20M +498,165 +662%
USAA
39
United Services Automobile Association
Texas
$17.3M +$3.65M +90,591 +23%
PP
40
Prudential plc
United Kingdom
$17M -$4.7M -116,854 -20%
CS
41
Credit Suisse
Switzerland
$16.8M -$8.78M -218,272 -32%
Prudential Financial
42
Prudential Financial
New Jersey
$15.7M +$936K +23,260 +6%
WG
43
Winton Group
United Kingdom
$15.2M -$172K -4,263 -1%
Coatue Management
44
Coatue Management
New York
$14.5M – – –
Legal & General Group
45
Legal & General Group
United Kingdom
$14.3M -$893K -22,196 -5%
BG
46
BlackRock Group
United Kingdom
$14.2M -$14.4M -358,384 -48%
Charles Schwab
47
Charles Schwab
California
$12.6M +$2.83M +70,321 +25%
Cohen & Steers
48
Cohen & Steers
New York
$12.4M +$13.8M +343,900 New
Victory Capital Management
49
Victory Capital Management
Texas
$12.3M +$13.7M +339,513 New
Two Sigma Advisers
50
Two Sigma Advisers
New York
$12.2M +$9.4M +233,695 +226%
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JOY Hedge Fund Activity: Q2 2015 in Review

319 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Joy Global Inc (JOY) for Q2 2015, worth a combined $3.88B — down 3.7% from $4.03B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of JOY and 49 opened new positions — a net loss of 13 holders — while 128 trimmed existing stakes and 101 added.

The largest buyer was Artisan Partners, adding an estimated $167M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $43.2M sold.

  • 319 institutional investors held Joy Global Inc (JOY) as of Q2 2015, down from 334 in Q1 2015.
  • Funds reported $3.88B of Joy Global Inc stock for Q2 2015, down 3.7% quarter-over-quarter.
  • 49 funds opened new Joy Global Inc positions in Q2 2015 and 62 closed out, a net change of -13 holders.
  • The largest Joy Global Inc buyer in Q2 2015 was Artisan Partners, an estimated $167M added.
  • The largest Joy Global Inc seller in Q2 2015 was Westwood Holdings Group, an estimated $43.2M sold.

Based on aggregated 13F filings for Q2 2015.