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JOY

Joy Global Inc
JOY

Delisted

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

409 hedge funds and large institutions have $6.17B invested in Joy Global Inc in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 117 increasing their positions, 176 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

64% more call options, than puts

Call options by funds: $254M | Put options by funds: $155M

30% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 47

23% more capital invested

Capital invested by funds: $5.01B → $6.17B (+$1.16B)

2% more funds holding

Funds holding: 400409 (+9)

34% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 176

Holders
409
Holders Change
+9
Holders Change %
+2.25%
% of All Funds
11.87%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
61
Increased
117
Reduced
176
Closed
47
Calls
$254M
Puts
$155M
Net Calls
+$98.9M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$407M +$7.84M +142,395 +2%
State Street
2
State Street
Massachusetts
$359M +$9.19M +166,897 +3%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$327M +$22.5M +408,635 +8%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$284M +$268M +4,857,234 New
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$262M -$2M -36,300 -0.8%
Artisan Partners
6
Artisan Partners
Wisconsin
$223M +$4.81M +87,370 +2%
MAM
7
Marketfield Asset Management
New York
$210M +$198M +3,587,385 New
TBC
8
Tweedy, Browne Co
Connecticut
$196M -$58.9K -1,070 -0%
MNA
9
Manning & Napier Advisors
New York
$196M -$20.7M -376,239 -10%
HCM
10
Herndon Capital Management
Georgia
$190M -$17M -308,150 -9%
BIT
11
BlackRock Institutional Trust
California
$159M -$909K -16,498 -0.6%
Lazard Asset Management
12
Lazard Asset Management
New York
$127M -$42.8M -777,206 -26%
O
13
OppenheimerFunds
New York
$114M +$797K +14,480 +0.8%
WRF
14
Waddell & Reed Financial
Kansas
$109M +$34.8M +631,437 +52%
TCIM
15
TIAA CREF Investment Management
New York
$107M -$5.08M -92,169 -5%
Northern Trust
16
Northern Trust
Illinois
$95.5M -$1.13M -20,529 -1%
ClearBridge Investments
17
ClearBridge Investments
New York
$92.6M +$712K +12,928 +0.8%
IAM
18
Iridian Asset Management
Connecticut
$90.8M -$16.7M -303,440 -16%
FPA
19
First Pacific Advisors
California
$81.5M +$76.7M +1,393,200 New
BGIM
20
Brandywine Global Investment Management
Pennsylvania
$79.8M -$401K -7,284 -0.5%
BFA
21
BlackRock Fund Advisors
California
$76.8M +$2.45M +44,397 +4%
Wells Fargo
22
Wells Fargo
California
$71.7M -$800K -14,532 -1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$66.3M -$919K -16,692 -1%
AF
24
Aristotle Fund
Maine
$64.7M
RFC
25
Russell Frank Company
Washington
$61.4M +$23.9M +433,908 +59%

JOY Hedge Fund Activity: Q4 2013 in Review

409 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Joy Global Inc (JOY) for Q4 2013, worth a combined $6.17B — up 23% from $5.01B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new JOY positions and 47 closed out — a net gain of 14 holders — while 117 added to existing stakes and 176 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $268M. The largest seller was Suntrust Banks, cutting an estimated $45.5M.

  • 409 institutional investors held Joy Global Inc (JOY) as of Q4 2013, up from 400 in Q3 2013.
  • Funds reported $6.17B of Joy Global Inc stock for Q4 2013, up 23% quarter-over-quarter.
  • 61 funds opened new Joy Global Inc positions in Q4 2013 and 47 closed out, a net change of +14 holders.
  • The largest Joy Global Inc buyer in Q4 2013 was Barrow, Hanley, Mewhinney & Strauss, an estimated $268M added.
  • The largest Joy Global Inc seller in Q4 2013 was Suntrust Banks, an estimated $45.5M sold.

Based on aggregated 13F filings for Q4 2013.