China Yuchai International
85 hedge funds and large institutions have $268M invested in China Yuchai International in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 2 closing their positions.
750% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 2
81% more call options, than puts
Call options by funds: $1.56M | Put options by funds: $858K
35% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 23
21% more funds holding
Funds holding: 70 → 85 (+15)
11% more capital invested
Capital invested by funds: $242M → $268M (+$26.1M)
0.74% more ownership
Funds ownership: 26.64% → 27.37% (+0.74%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$5.23M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$2.97M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$2.19M |
| 4 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
+$1.7M |
| 5 |
State Street
Boston,
Massachusetts
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$5.63M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$2.92M |
| 3 |
SCM
Shah Capital Management
Raleigh,
North Carolina
|
-$2.37M |
| 4 |
First Eagle Investment Management
New York
|
-$1.72M |
| 5 |
FM
Forward Management
San Francisco,
California
|
-$1.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
76
Ladenburg Thalmann Financial Services
Miami,
Florida
| $15K | +$3.82K | +160 | +35% |
|
|
JWA
77
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $13K | -$14.6K | -611 | -53% |
|
|
OWA
78
One Wealth Advisors
San Francisco,
California
| $12K | +$11.5K | +480 | New |
|
79
US Bancorp
Minneapolis,
Minnesota
| $10K | – | – | – |
|
80
Bank of America
Charlotte,
North Carolina
| $8K | +$1.62K | +68 | +27% |
|
|
IA
81
IFP Advisors
Tampa,
Florida
| $7K | -$1.89K | -79 | -23% |
|
|
FRA
82
Front Row Advisors
Tiburon,
California
| $4K | +$3.56K | +149 | New |
|
83
AssetMark Inc
Concord,
California
| $3K | +$2.86K | +120 | New |
|
|
84
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$2.92M | -131,183 | Closed |
|
|
GT
85
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$2K | -113 | Closed |
|
|
FGC
86
Financial Gravity Companies
Lakeway,
Texas
| – | +$95 | +4 | New |
|
CYD Hedge Fund Activity: Q4 2017 in Review
85 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in China Yuchai International (CYD) for Q4 2017, worth a combined $268M — up 11% from $242M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new CYD positions and 2 closed out — a net gain of 15 holders — while 31 added to existing stakes and 23 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $5.23M. The largest seller was Brandes Investment Partners, cutting an estimated $5.63M.
- 85 institutional investors held China Yuchai International (CYD) as of Q4 2017, up from 70 in Q3 2017.
- Funds reported $268M of China Yuchai International stock for Q4 2017, up 11% quarter-over-quarter.
- 17 funds opened new China Yuchai International positions in Q4 2017 and 2 closed out, a net change of +15 holders.
- The largest China Yuchai International buyer in Q4 2017 was Lazard Asset Management, an estimated $5.23M added.
- The largest China Yuchai International seller in Q4 2017 was Brandes Investment Partners, an estimated $5.63M sold.
Based on aggregated 13F filings for Q4 2017.