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China Yuchai International

63 hedge funds and large institutions have $161M invested in China Yuchai International in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

9% more funds holding

Funds holding: 5863 (+5)

1.16% more ownership

Funds ownership: 22.52%23.68% (+1.2%)

1% more capital invested

Capital invested by funds: $159M → $161M (+$1.18M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

42% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 26

86% less call options, than puts

Call options by funds: $82K | Put options by funds: $588K

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
15
Reduced
26
Closed
7
Calls
$82K
Puts
$588K
Net Calls
-$506K
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Shah Capital Management
North Carolina
$47.2M +$1.13M +63,112 +3%
BIP
2
Brandes Investment Partners
California
$29.6M -$148K -8,235 -0.5%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$15.9M -$126K -7,011 -0.8%
First Manhattan
4
First Manhattan
New York
$11.3M -$1.1M -61,153 -9%
FM
5
Forward Management
California
$8.39M -$2.65M -147,703 -25%
Norges Bank
6
Norges Bank
Norway
$4.7M
First Eagle Investment Management
7
First Eagle Investment Management
New York
$3.99M +$179K +10,000 +5%
VFA
8
Virtus Fund Advisers
Connecticut
$3.26M -$70.7K -3,947 -2%
PAM
9
Panagora Asset Management
Massachusetts
$2.85M -$153K -8,510 -5%
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$2.54M -$77.1K -4,300 -3%
Invesco
11
Invesco
Georgia
$2.52M -$473K -26,376 -17%
PC
12
PM Capital
Australia
$2.18M +$2.05M +114,575 New
AG
13
Aperio Group
California
$2.06M +$1.23M +68,857 +173%
State Street
14
State Street
Massachusetts
$1.63M +$269K +15,026 +21%
CCM
15
Causeway Capital Management
California
$1.58M -$1.26M -70,100 -46%
UBS Group
16
UBS Group
Switzerland
$1.44M +$1.36M +76,012 New
LSV Asset Management
17
LSV Asset Management
Illinois
$1.39M
USAA
18
United Services Automobile Association
Texas
$1.23M
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.18M -$65.1K -3,633 -6%
AL
20
AJO LP
Pennsylvania
$1.17M -$163K -9,100 -13%
ECM
21
ETrade Capital Management
Virginia
$1.17M -$49.4K -2,758 -4%
Two Sigma Investments
22
Two Sigma Investments
New York
$1.15M +$337K +18,790 +45%
State of Wisconsin Investment Board
23
State of Wisconsin Investment Board
Wisconsin
$1.08M
Two Sigma Advisers
24
Two Sigma Advisers
New York
$952K +$113K +6,300 +14%
AAM
25
Advisors Asset Management
Colorado
$810K +$410K +22,878 +116%

CYD Hedge Fund Activity: Q4 2014 in Review

63 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in China Yuchai International (CYD) for Q4 2014, worth a combined $161M — up 0.74% from $159M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CYD positions and 7 closed out — a net gain of 6 holders — while 15 added to existing stakes and 26 trimmed.

The largest buyer was Fosun International, adding an estimated $8.69M. The largest seller was Forward Management, cutting an estimated $2.65M.

  • 63 institutional investors held China Yuchai International (CYD) as of Q4 2014, up from 58 in Q3 2014.
  • Funds reported $161M of China Yuchai International stock for Q4 2014, up 0.74% quarter-over-quarter.
  • 13 funds opened new China Yuchai International positions in Q4 2014 and 7 closed out, a net change of +6 holders.
  • The largest China Yuchai International buyer in Q4 2014 was Fosun International, an estimated $8.69M added.
  • The largest China Yuchai International seller in Q4 2014 was Forward Management, an estimated $2.65M sold.

Based on aggregated 13F filings for Q4 2014.