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China Yuchai International

65 hedge funds and large institutions have $181M invested in China Yuchai International in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 8

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

13% more call options, than puts

Call options by funds: $2.01M | Put options by funds: $1.77M

7% more funds holding

Funds holding: 6165 (+4)

0.86% more ownership

Funds ownership: 22.4%23.26% (+0.86%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less capital invested

Capital invested by funds: $198M → $181M (-$17.2M)

Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
33
Reduced
8
Closed
6
Calls
$2.01M
Puts
$1.77M
Net Calls
+$238K
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Shah Capital Management
North Carolina
$48.1M -$66.7K -2,885 -0.1%
BIP
2
Brandes Investment Partners
California
$34.7M +$832K +35,972 +2%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$18.1M +$3.67M +158,639 +22%
First Manhattan
4
First Manhattan
New York
$16M -$191K -8,253 -1%
FM
5
Forward Management
California
$8.46M +$1.86M +80,355 +24%
Norges Bank
6
Norges Bank
Norway
$6.85M
Invesco
7
Invesco
Georgia
$4.03M +$132K +5,696 +3%
PAM
8
Panagora Asset Management
Massachusetts
$4M -$25.1K -1,087 -0.6%
SB
9
Suntrust Banks
Georgia
$3.96M -$852K -36,831 -16%
CCM
10
Causeway Capital Management
California
$3.2M +$418K +18,100 +13%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$3.02M +$113K +4,900 +3%
First Eagle Investment Management
12
First Eagle Investment Management
New York
$2.2M +$128K +5,558 +6%
Bank of America
13
Bank of America
North Carolina
$1.44M -$16.5K -714 -1%
USAA
14
United Services Automobile Association
Texas
$1.35M
Two Sigma Investments
15
Two Sigma Investments
New York
$1.34M +$410K +17,753 +38%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.32M +$303K +13,119 +26%
State Street
17
State Street
Massachusetts
$1.32M +$15.8K +684 +1%
U
18
UBS
Switzerland
$1.29M +$72.3K +3,127 +5%
Renaissance Technologies
19
Renaissance Technologies
New York
$1.29M +$539K +23,300 +61%
ECM
20
ETrade Capital Management
Virginia
$1.28M +$315K +13,628 +28%
State of Wisconsin Investment Board
21
State of Wisconsin Investment Board
Wisconsin
$1.19M
AL
22
AJO LP
Pennsylvania
$1.16M +$421K +18,229 +49%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$1.06M +$368K +15,900 +45%
Morgan Stanley
24
Morgan Stanley
New York
$1.02M +$567K +24,513 +99%
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$1M +$495K +21,399 +80%

CYD Hedge Fund Activity: Q4 2013 in Review

65 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in China Yuchai International (CYD) for Q4 2013, worth a combined $181M — down 8.7% from $198M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CYD positions and 6 closed out — a net gain of 4 holders — while 33 added to existing stakes and 8 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $3.67M. The largest seller was Advisory Research, exiting entirely with an estimated $4.84M sold.

  • 65 institutional investors held China Yuchai International (CYD) as of Q4 2013, up from 61 in Q3 2013.
  • Funds reported $181M of China Yuchai International stock for Q4 2013, down 8.7% quarter-over-quarter.
  • 10 funds opened new China Yuchai International positions in Q4 2013 and 6 closed out, a net change of +4 holders.
  • The largest China Yuchai International buyer in Q4 2013 was Acadian Asset Management, an estimated $3.67M added.
  • The largest China Yuchai International seller in Q4 2013 was Advisory Research, an estimated $4.84M sold.

Based on aggregated 13F filings for Q4 2013.