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JOY

Joy Global Inc
JOY

Delisted

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

403 hedge funds and large institutions have $6.87B invested in Joy Global Inc in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 143 increasing their positions, 147 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $257M | Put options by funds: $164M

16% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 37

10% more capital invested

Capital invested by funds: $6.25B → $6.87B (+$620M)

0% more funds holding

Funds holding: 401403 (+2)

3% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 147

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
403
Holders Change
+2
Holders Change %
+0.5%
% of All Funds
11.58%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
43
Increased
143
Reduced
147
Closed
37
Calls
$257M
Puts
$164M
Net Calls
+$92.9M
Net Calls Change
+$37.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$449M +$62.2M +1,033,861 +17%
Vanguard Group
2
Vanguard Group
Pennsylvania
$427M +$10.2M +169,113 +2%
State Street
3
State Street
Massachusetts
$361M +$4.44M +73,788 +1%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$321M +$932K +15,500 +0.3%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$285M -$58M -964,538 -17%
Artisan Partners
6
Artisan Partners
Wisconsin
$227M -$6.58M -109,489 -3%
MNA
7
Manning & Napier Advisors
New York
$225M +$3.79M +63,003 +2%
MAM
8
Marketfield Asset Management
New York
$223M -$7.39M -122,893 -3%
TBC
9
Tweedy, Browne Co
Connecticut
$202M -$2.66M -44,293 -1%
HCM
10
Herndon Capital Management
Georgia
$196M -$5.28M -87,853 -3%
FPA
11
First Pacific Advisors
California
$184M +$4.14M +68,900 +2%
WRF
12
Waddell & Reed Financial
Kansas
$167M +$13M +215,989 +9%
BIT
13
BlackRock Institutional Trust
California
$166M +$5.55M +92,229 +4%
Lazard Asset Management
14
Lazard Asset Management
New York
$133M +$4.8M +79,791 +4%
RFC
15
Russell Frank Company
Washington
$114M +$21.6M +359,063 +23%
TCIM
16
TIAA CREF Investment Management
New York
$109M +$2.76M +45,900 +3%
Northern Trust
17
Northern Trust
Illinois
$97.1M -$5.83M -96,967 -6%
BGIM
18
Brandywine Global Investment Management
Pennsylvania
$94.2M +$5.8M +96,496 +7%
ClearBridge Investments
19
ClearBridge Investments
New York
$91.2M -$6.6M -109,728 -7%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$82.2M +$21.8M +362,566 +37%
BFA
21
BlackRock Fund Advisors
California
$80.3M +$4.65M +77,280 +6%
Norges Bank
22
Norges Bank
Norway
$75.7M +$52.4M +871,261 +243%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$69.3M +$1.09M +18,061 +2%
WHG
24
Westwood Holdings Group
Texas
$66.1M +$64.5M +1,072,937 New
AF
25
Aristotle Fund
Maine
$62.6M

JOY Hedge Fund Activity: Q2 2014 in Review

403 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Joy Global Inc (JOY) for Q2 2014, worth a combined $6.87B — up 9.9% from $6.25B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new JOY positions and 37 closed out — a net gain of 6 holders — while 143 added to existing stakes and 147 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $64.5M. The largest seller was Iridian Asset Management, exiting entirely with an estimated $81.5M sold.

  • 403 institutional investors held Joy Global Inc (JOY) as of Q2 2014, up from 401 in Q1 2014.
  • Funds reported $6.87B of Joy Global Inc stock for Q2 2014, up 9.9% quarter-over-quarter.
  • 43 funds opened new Joy Global Inc positions in Q2 2014 and 37 closed out, a net change of +6 holders.
  • The largest Joy Global Inc buyer in Q2 2014 was Westwood Holdings Group, an estimated $64.5M added.
  • The largest Joy Global Inc seller in Q2 2014 was Iridian Asset Management, an estimated $81.5M sold.

Based on aggregated 13F filings for Q2 2014.