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JOY

Joy Global Inc
JOY

Delisted

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

249 hedge funds and large institutions have $2.17B invested in Joy Global Inc in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 85 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more capital invested

Capital invested by funds: $1.64B → $2.17B (+$528M)

4% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 85

6% less funds holding

Funds holding: 264249 (-15)

22% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 54

39% less call options, than puts

Call options by funds: $43.5M | Put options by funds: $70.9M

Holders
249
Holders Change
-15
Holders Change %
-5.68%
% of All Funds
6.64%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
42
Increased
88
Reduced
85
Closed
54
Calls
$43.5M
Puts
$70.9M
Net Calls
-$27.4M
Net Calls Change
+$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
OMCS
201
Old Mutual Customised Solutions
South Africa
$169K +$140K +7,400 +1,233%
NFG
202
Next Financial Group
Texas
$167K -$13.2K -700 -8%
RCM
203
Riverhead Capital Management
Delaware
$161K -$221K -11,687 -50%
Nomura Asset Management
204
Nomura Asset Management
Japan
$131K +$117K +6,200 New
LIA
205
LS Investment Advisors
Michigan
$128K +$47.8K +2,532 +72%
CG
206
Cutler Group
California
$124K +$107K +5,667 +2,519%
EDRH
207
Edmond de Rothschild Holding
Switzerland
$119K
CBOA
208
Commonwealth Bank of Australia
Australia
$95K -$233K -12,329 -73%
WTC
209
WhitTier Trust Company
Nevada
$69K
Creative Planning
210
Creative Planning
Kansas
$68K -$31.2K -1,651 -34%
EDRE
211
Edmond de Rothschild (Europe)
Luxembourg
$60K
EDRS
212
Edmond de Rothschild (Suisse)
Switzerland
$59K +$28.3K +1,500 +115%
IA
213
IFP Advisors
Florida
$46K +$41.5K +2,195 New
AG
214
Advisor Group
Arizona
$45K +$43.4K +2,297 New
Zurich Cantonal Bank
215
Zurich Cantonal Bank
Switzerland
$44K
JIC
216
Joel Isaacson & Co
New York
$27K
QCG
217
Quadrant Capital Group
Ohio
$26K
Nisa Investment Advisors
218
Nisa Investment Advisors
Missouri
$24K +$132 +7 +0.6%
First Manhattan
219
First Manhattan
New York
$23K +$20.8K +1,100 New
LTFS
220
Ladenburg Thalmann Financial Services
Florida
$17K -$6.12K -324 -29%
SEC
221
Seven Eight Capital
New York
$15K -$98.2K -5,202 -88%
MFS
222
MSI Financial Services
Massachusetts
$14K -$2.46K -130 -16%
DADC
223
D.A. Davidson & Co
Montana
$14K +$19 +1 +0.1%
WCBA
224
Weaver C. Barksdale & Associates
Tennessee
$13K -$3.7K -196 -25%
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$13K -$1.81K -96 -13%

JOY Hedge Fund Activity: Q2 2016 in Review

249 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Joy Global Inc (JOY) for Q2 2016, worth a combined $2.17B — up 32% from $1.64B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of JOY and 42 opened new positions — a net loss of 12 holders — while 85 trimmed existing stakes and 88 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $33.1M. The largest seller was Impala Asset Management, cutting an estimated $30.8M.

  • 249 institutional investors held Joy Global Inc (JOY) as of Q2 2016, down from 264 in Q1 2016.
  • Funds reported $2.17B of Joy Global Inc stock for Q2 2016, up 32% quarter-over-quarter.
  • 42 funds opened new Joy Global Inc positions in Q2 2016 and 54 closed out, a net change of -12 holders.
  • The largest Joy Global Inc buyer in Q2 2016 was BlackRock Fund Advisors, an estimated $33.1M added.
  • The largest Joy Global Inc seller in Q2 2016 was Impala Asset Management, an estimated $30.8M sold.

Based on aggregated 13F filings for Q2 2016.