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JOY

Joy Global Inc
JOY

Delisted

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

239 hedge funds and large institutions have $2.46B invested in Joy Global Inc in 2016 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 63 increasing their positions, 90 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $2.17B → $2.46B (+$290M)

4% less funds holding

Funds holding: 249239 (-10)

15% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 61

30% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 90

49% less call options, than puts

Call options by funds: $28.4M | Put options by funds: $55.6M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
239
Holders Change
-10
Holders Change %
-4.02%
% of All Funds
6.38%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
52
Increased
63
Reduced
90
Closed
61
Calls
$28.4M
Puts
$55.6M
Net Calls
-$27.2M
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
EDRS
201
Edmond de Rothschild (Suisse)
Switzerland
$78K
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$68K +$10.2K +386 +19%
AG
203
Advisor Group
Arizona
$61K -$3.4K -128 -6%
JIC
204
Joel Isaacson & Co
New York
$36K
QCG
205
Quadrant Capital Group
Ohio
$36K +$1.14K +43 +3%
IA
206
IFP Advisors
Florida
$32K -$27.5K -1,038 -47%
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$31K -$716 -27 -2%
MAM
208
Meeder Asset Management
Ohio
$29K -$1.16M -43,782 -98%
AIM
209
Acrospire Investment Management
Illinois
$28K -$210K -7,900 -89%
LTFS
210
Ladenburg Thalmann Financial Services
Florida
$19K -$2.65K -100 -12%
MFS
211
MSI Financial Services
Massachusetts
$18K -$292 -11 -2%
CIM
212
Contravisory Investment Management
Massachusetts
$15K +$14.7K +553 New
WCBA
213
Weaver C. Barksdale & Associates
Tennessee
$14K -$2.94K -111 -18%
RFA
214
Reilly Financial Advisors
California
$14K
WA
215
WFG Advisors
Texas
$14K +$13.3K +500 +4,545%
TWA
216
TCI Wealth Advisors
Arizona
$9K
WAM
217
Wealthspire Advisors (Maryland)
Maryland
$9K
TCIM
218
TIAA CREF Investment Management
New York
$8.35K -$7.15M -269,519 -47%
IC
219
IKOS CIF
Cyprus
$8K +$7.96K +300 New
AA
220
AlphaMark Advisors
Kentucky
$7K
LCS
221
Levin Capital Strategies
New York
$6.34K +$135K +5,090 +2%
S
222
SignatureFD
Georgia
$6K -$451 -17 -7%
BC
223
Bartlett & Co
Ohio
$6K
KF
224
Krilogy Financial
Missouri
$6K
RWA
225
Ropes Wealth Advisors
Massachusetts
$6K

JOY Hedge Fund Activity: Q3 2016 in Review

239 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Joy Global Inc (JOY) for Q3 2016, worth a combined $2.46B — up 13% from $2.17B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of JOY and 52 opened new positions — a net loss of 9 holders — while 90 trimmed existing stakes and 63 added.

The largest buyer was Magnetar Financial, opening a new position worth an estimated $103M. The largest seller was Artisan Partners, exiting entirely with an estimated $228M sold.

  • 239 institutional investors held Joy Global Inc (JOY) as of Q3 2016, down from 249 in Q2 2016.
  • Funds reported $2.46B of Joy Global Inc stock for Q3 2016, up 13% quarter-over-quarter.
  • 52 funds opened new Joy Global Inc positions in Q3 2016 and 61 closed out, a net change of -9 holders.
  • The largest Joy Global Inc buyer in Q3 2016 was Magnetar Financial, an estimated $103M added.
  • The largest Joy Global Inc seller in Q3 2016 was Artisan Partners, an estimated $228M sold.

Based on aggregated 13F filings for Q3 2016.