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JOY

Joy Global Inc
JOY

Delisted

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

218 hedge funds and large institutions have $2.36B invested in Joy Global Inc in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 77 increasing their positions, 80 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 80

4% less capital invested

Capital invested by funds: $2.46B → $2.36B (-$93.2M)

9% less funds holding

Funds holding: 239218 (-21)

42% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 38

70% less call options, than puts

Call options by funds: $17.5M | Put options by funds: $58.1M

Holders
218
Holders Change
-21
Holders Change %
-8.79%
% of All Funds
5.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
77
Reduced
80
Closed
38
Calls
$17.5M
Puts
$58.1M
Net Calls
-$40.6M
Net Calls Change
-$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OMCS
176
Old Mutual Customised Solutions
South Africa
$98K
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$98K +$28.7K +1,026 +42%
WTC
178
WhitTier Trust Company
Nevada
$92K
EDRH
179
Edmond de Rothschild Holding
Switzerland
$78K -$79.4K -2,840 -50%
Envestnet Asset Management
180
Envestnet Asset Management
Illinois
$73K -$244K -8,737 -77%
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$66K -$474K -16,953 -88%
AG
182
Advisor Group
Arizona
$66K +$4.72K +169 +8%
CG
183
Cutler Group
California
$59K -$106K -3,790 -64%
SEC
184
Seven Eight Capital
New York
$56K -$271K -9,700 -83%
TRCT
185
Tower Research Capital (TRC)
New York
$56K -$88.2K -3,156 -61%
AIM
186
Acrospire Investment Management
Illinois
$56K +$28K +1,000 +100%
IA
187
IFP Advisors
Florida
$43K +$11K +392 +34%
JIC
188
Joel Isaacson & Co
New York
$36K
QCG
189
Quadrant Capital Group
Ohio
$36K
LTFS
190
Ladenburg Thalmann Financial Services
Florida
$34K +$14K +500 +71%
Nisa Investment Advisors
191
Nisa Investment Advisors
Missouri
$31K
PHK
192
Point72 Hong Kong
Hong Kong
$30K -$140K -5,012 -82%
CIM
193
Contravisory Investment Management
Massachusetts
$26K +$10.2K +365 +66%
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$20K +$20.1K +718 New
MFS
195
MSI Financial Services
Massachusetts
$18K
RFA
196
Reilly Financial Advisors
California
$14K
WCBA
197
Weaver C. Barksdale & Associates
Tennessee
$14K +$755 +27 +6%
NSIM
198
North Star Investment Management
Illinois
$14K +$14K +500 New
TWA
199
TCI Wealth Advisors
Arizona
$9K
WAM
200
Wealthspire Advisors (Maryland)
Maryland
$9K

JOY Hedge Fund Activity: Q4 2016 in Review

218 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Joy Global Inc (JOY) for Q4 2016, worth a combined $2.36B — down 3.8% from $2.46B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of JOY and 22 opened new positions — a net loss of 16 holders — while 80 trimmed existing stakes and 77 added.

The largest buyer was Citigroup, adding an estimated $46M. The largest seller was Magnetar Financial, exiting entirely with an estimated $108M sold.

  • 218 institutional investors held Joy Global Inc (JOY) as of Q4 2016, down from 239 in Q3 2016.
  • Funds reported $2.36B of Joy Global Inc stock for Q4 2016, down 3.8% quarter-over-quarter.
  • 22 funds opened new Joy Global Inc positions in Q4 2016 and 38 closed out, a net change of -16 holders.
  • The largest Joy Global Inc buyer in Q4 2016 was Citigroup, an estimated $46M added.
  • The largest Joy Global Inc seller in Q4 2016 was Magnetar Financial, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2016.