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China Yuchai International

62 hedge funds and large institutions have $192M invested in China Yuchai International in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $182M → $192M (+$9.23M)

1.06% more ownership

Funds ownership: 23.21%24.27% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 6562 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

35% less call options, than puts

Call options by funds: $825K | Put options by funds: $1.27M

42% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 26

Holders
62
Holders Change
-3
Holders Change %
-4.62%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
15
Reduced
26
Closed
10
Calls
$825K
Puts
$1.27M
Net Calls
-$448K
Net Calls Change
+$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Shah Capital Management
North Carolina
$49.8M +$183K +8,745 +0.4%
BIP
2
Brandes Investment Partners
California
$33.6M -$581K -27,806 -2%
First Manhattan
3
First Manhattan
New York
$20M +$1.36M +65,071 +7%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$18.3M -$53.2K -2,545 -0.3%
Norges Bank
5
Norges Bank
Norway
$13.5M +$6.4M +306,523 +93%
FM
6
Forward Management
California
$11.7M +$2.29M +109,744 +24%
VFA
7
Virtus Fund Advisers
Connecticut
$3.74M +$3.68M +176,285 New
PAM
8
Panagora Asset Management
Massachusetts
$3.63M +$54.2K +2,594 +2%
CCM
9
Causeway Capital Management
California
$3.46M -$116K -5,569 -3%
First Eagle Investment Management
10
First Eagle Investment Management
New York
$3.3M +$640K +30,651 +25%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$3M
Invesco
12
Invesco
Georgia
$2.81M -$384K -18,372 -12%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.54M -$94.3K -4,513 -6%
ECM
14
ETrade Capital Management
Virginia
$1.53M -$77.2K -3,695 -5%
U
15
UBS
Switzerland
$1.47M +$152K +7,283 +12%
USAA
16
United Services Automobile Association
Texas
$1.37M
State Street
17
State Street
Massachusetts
$1.32M -$30.4K -1,456 -2%
State of Wisconsin Investment Board
18
State of Wisconsin Investment Board
Wisconsin
$1.21M
LSV Asset Management
19
LSV Asset Management
Illinois
$1.14M +$1.12M +53,700 New
AL
20
AJO LP
Pennsylvania
$1.07M
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$1.01M -$67K -3,209 -6%
Two Sigma Investments
22
Two Sigma Investments
New York
$998K -$170K -8,126 -15%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$893K -$81.5K -3,900 -8%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$849K -$240K -11,496 -22%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$823K

CYD Hedge Fund Activity: Q2 2014 in Review

62 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in China Yuchai International (CYD) for Q2 2014, worth a combined $192M — up 5.1% from $182M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of CYD and 7 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 15 added.

The largest buyer was Norges Bank, adding an estimated $6.4M. The largest seller was Suntrust Banks, exiting entirely with an estimated $4.08M sold.

  • 62 institutional investors held China Yuchai International (CYD) as of Q2 2014, down from 65 in Q1 2014.
  • Funds reported $192M of China Yuchai International stock for Q2 2014, up 5.1% quarter-over-quarter.
  • 7 funds opened new China Yuchai International positions in Q2 2014 and 10 closed out, a net change of -3 holders.
  • The largest China Yuchai International buyer in Q2 2014 was Norges Bank, an estimated $6.4M added.
  • The largest China Yuchai International seller in Q2 2014 was Suntrust Banks, an estimated $4.08M sold.

Based on aggregated 13F filings for Q2 2014.