Joy Global Inc
JOY
JOY was delisted on the 5th of April, 2017.
401 hedge funds and large institutions have $6.24B invested in Joy Global Inc in 2014 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 130 increasing their positions, 169 reducing their positions, and 44 closing their positions.
39% more call options, than puts
Call options by funds: $199M | Put options by funds: $143M
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
4.06% more ownership
Funds ownership: 103.23% → 107.29% (+4.1%)
1% more capital invested
Capital invested by funds: $6.15B → $6.24B (+$82M)
2% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 44
2% less funds holding
Funds holding: 409 → 401 (-8)
23% less repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 169
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPA
First Pacific Advisors
El Segundo,
California
|
+$84.5M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$77.6M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$39.1M |
| 4 |
Neuberger Berman Group
New York
|
+$38.1M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$35.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Cornerstone Capital Management
Edina,
Minnesota
|
-$61.1M |
| 2 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
-$48.7M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$37.2M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$25.2M |
| 5 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$20.4M |
JOY Hedge Fund Activity: Q1 2014 in Review
401 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Joy Global Inc (JOY) for Q1 2014, worth a combined $6.24B — up 1.3% from $6.15B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of JOY and 43 opened new positions — a net loss of 1 holder — while 169 trimmed existing stakes and 130 added.
The largest buyer was First Pacific Advisors, adding an estimated $84.5M. The largest seller was Cornerstone Capital Management, exiting entirely with an estimated $61.1M sold.
- 401 institutional investors held Joy Global Inc (JOY) as of Q1 2014, down from 409 in Q4 2013.
- Funds reported $6.24B of Joy Global Inc stock for Q1 2014, up 1.3% quarter-over-quarter.
- 43 funds opened new Joy Global Inc positions in Q1 2014 and 44 closed out, a net change of -1 holder.
- The largest Joy Global Inc buyer in Q1 2014 was First Pacific Advisors, an estimated $84.5M added.
- The largest Joy Global Inc seller in Q1 2014 was Cornerstone Capital Management, an estimated $61.1M sold.
Based on aggregated 13F filings for Q1 2014.