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China Yuchai International

62 hedge funds and large institutions have $180M invested in China Yuchai International in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $161M → $180M (+$19.5M)

0.25% more ownership

Funds ownership: 23.68%23.92% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 6362 (-1)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

84% less call options, than puts

Call options by funds: $162K | Put options by funds: $1.02M

Holders
62
Holders Change
-1
Holders Change %
-1.59%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
19
Reduced
22
Closed
7
Calls
$162K
Puts
$1.02M
Net Calls
-$859K
Net Calls Change
-$353K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Shah Capital Management
North Carolina
$49.6M +$597K +31,001 +1%
BIP
2
Brandes Investment Partners
California
$30.2M -$551K -28,570 -2%
FI
3
Fosun International
China
$19.6M +$7.92M +411,049 +71%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$16.3M -$261K -13,520 -2%
FM
5
Forward Management
California
$8.75M +$51.9K +2,692 +0.6%
First Manhattan
6
First Manhattan
New York
$7.61M -$4.07M -210,935 -35%
Norges Bank
7
Norges Bank
Norway
$4.73M -$149K -7,731 -3%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$4.14M
VFA
9
Virtus Fund Advisers
Connecticut
$3.08M -$297K -15,420 -9%
PAM
10
Panagora Asset Management
Massachusetts
$2.92M -$35.2K -1,825 -1%
AG
11
Aperio Group
California
$2.69M +$532K +27,612 +25%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$2.54M
PC
13
PM Capital
Australia
$2.26M
UBS Group
14
UBS Group
Switzerland
$1.92M +$413K +21,411 +28%
CCM
15
Causeway Capital Management
California
$1.64M
Invesco
16
Invesco
Georgia
$1.62M -$978K -50,745 -38%
State Street
17
State Street
Massachusetts
$1.62M -$77.5K -4,020 -5%
LSV Asset Management
18
LSV Asset Management
Illinois
$1.45M
AL
19
AJO LP
Pennsylvania
$1.38M +$162K +8,401 +14%
USAA
20
United Services Automobile Association
Texas
$1.28M
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.22M -$2.89K -150 -0.2%
ECM
22
ETrade Capital Management
Virginia
$1.21M -$5.51K -286 -0.5%
State of Wisconsin Investment Board
23
State of Wisconsin Investment Board
Wisconsin
$1.13M
OAM
24
Oxford Asset Management
United Kingdom
$1.09M +$379K +19,690 +55%
AAM
25
Advisors Asset Management
Colorado
$913K +$69.8K +3,624 +9%

CYD Hedge Fund Activity: Q1 2015 in Review

62 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in China Yuchai International (CYD) for Q1 2015, worth a combined $180M — up 12% from $161M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CYD and 6 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 19 added.

The largest buyer was Fosun International, adding an estimated $7.92M. The largest seller was First Manhattan, cutting an estimated $4.07M.

  • 62 institutional investors held China Yuchai International (CYD) as of Q1 2015, down from 63 in Q4 2014.
  • Funds reported $180M of China Yuchai International stock for Q1 2015, up 12% quarter-over-quarter.
  • 6 funds opened new China Yuchai International positions in Q1 2015 and 7 closed out, a net change of -1 holder.
  • The largest China Yuchai International buyer in Q1 2015 was Fosun International, an estimated $7.92M added.
  • The largest China Yuchai International seller in Q1 2015 was First Manhattan, an estimated $4.07M sold.

Based on aggregated 13F filings for Q1 2015.