We are live on ! Find out more
JOY

Joy Global Inc
JOY

Delisted

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

400 hedge funds and large institutions have $5.01B invested in Joy Global Inc in 2013 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 158 increasing their positions, 136 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 136

8% more capital invested

Capital invested by funds: $4.62B → $5.01B (+$386M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less call options, than puts

Call options by funds: $173M | Put options by funds: $175M

8% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 51

1% less funds holding

Funds holding: 406400 (-6)

Holders
400
Holders Change
-6
Holders Change %
-1.48%
% of All Funds
12.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
47
Increased
158
Reduced
136
Closed
51
Calls
$173M
Puts
$175M
Net Calls
-$2.79M
Net Calls Change
+$52.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$348M +$8.13M +159,401 +2%
State Street
2
State Street
Massachusetts
$305M +$24.9M +487,282 +9%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$264M +$24.8M +487,034 +10%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$231M +$19.4M +379,800 +9%
MNA
5
Manning & Napier Advisors
New York
$190M -$20.5M -402,575 -10%
Artisan Partners
6
Artisan Partners
Wisconsin
$190M +$82.7M +1,621,629 +77%
HCM
7
Herndon Capital Management
Georgia
$182M +$73.8M +1,446,651 +68%
TBC
8
Tweedy, Browne Co
Connecticut
$171M +$530K +10,400 +0.3%
Lazard Asset Management
9
Lazard Asset Management
New York
$151M +$5.63M +110,378 +4%
BIT
10
BlackRock Institutional Trust
California
$140M -$2.6M -50,904 -2%
O
11
OppenheimerFunds
New York
$98.5M -$14.8K -290 -0%
TCIM
12
TIAA CREF Investment Management
New York
$98.5M +$25.2M +493,772 +34%
IAM
13
Iridian Asset Management
Connecticut
$94.7M +$10.9M +214,258 +13%
Northern Trust
14
Northern Trust
Illinois
$84.4M +$195K +3,823 +0.2%
ClearBridge Investments
15
ClearBridge Investments
New York
$80.2M +$15.6M +305,550 +24%
BGIM
16
Brandywine Global Investment Management
Pennsylvania
$70M +$33.3M +653,036 +91%
BFA
17
BlackRock Fund Advisors
California
$64.7M +$1.22M +23,887 +2%
Wells Fargo
18
Wells Fargo
California
$63.3M -$1.09M -21,467 -2%
WRF
19
Waddell & Reed Financial
Kansas
$62.5M +$11.2M +220,000 +22%
CCM
20
Cornerstone Capital Management
Minnesota
$61.6M +$7.57M +148,448 +14%
SB
21
Suntrust Banks
Georgia
$59.9M -$59.9M -1,173,700 -50%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$58.7M +$2.41M +47,343 +4%
AF
23
Aristotle Fund
Maine
$56.5M +$2.81M +55,000 +5%
AllianceBernstein
24
AllianceBernstein
Tennessee
$54.5M -$9.27M -181,734 -15%
TA
25
Teachers Advisors
New York
$53.5M +$38.2M +747,981 +250%

JOY Hedge Fund Activity: Q3 2013 in Review

400 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Joy Global Inc (JOY) for Q3 2013, worth a combined $5.01B — up 8.4% from $4.62B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of JOY and 47 opened new positions — a net loss of 4 holders — while 136 trimmed existing stakes and 158 added.

The largest buyer was Artisan Partners, adding an estimated $82.7M. The largest seller was Suntrust Banks, cutting an estimated $59.9M.

  • 400 institutional investors held Joy Global Inc (JOY) as of Q3 2013, down from 406 in Q2 2013.
  • Funds reported $5.01B of Joy Global Inc stock for Q3 2013, up 8.4% quarter-over-quarter.
  • 47 funds opened new Joy Global Inc positions in Q3 2013 and 51 closed out, a net change of -4 holders.
  • The largest Joy Global Inc buyer in Q3 2013 was Artisan Partners, an estimated $82.7M added.
  • The largest Joy Global Inc seller in Q3 2013 was Suntrust Banks, an estimated $59.9M sold.

Based on aggregated 13F filings for Q3 2013.