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China Yuchai International

67 hedge funds and large institutions have $152M invested in China Yuchai International in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

27% more call options, than puts

Call options by funds: $706K | Put options by funds: $556K

8% more funds holding

Funds holding: 6267 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.17% less ownership

Funds ownership: 23.92%23.76% (-0.17%)

12% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 25

16% less capital invested

Capital invested by funds: $180M → $152M (-$28.2M)

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
22
Reduced
25
Closed
5
Calls
$706K
Puts
$556K
Net Calls
+$150K
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Shah Capital Management
North Carolina
$42.7M +$652K +33,621 +1%
BIP
2
Brandes Investment Partners
California
$25.1M -$578K -29,823 -2%
FI
3
Fosun International
China
$19.2M +$2.92M +150,357 +15%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$13.2M -$732K -37,732 -5%
FM
5
Forward Management
California
$8.11M +$695K +35,846 +8%
Norges Bank
6
Norges Bank
Norway
$4.01M -$7.04K -363 -0.2%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$3.65M +$157K +8,100 +4%
AG
8
Aperio Group
California
$2.51M +$265K +13,669 +10%
VFA
9
Virtus Fund Advisers
Connecticut
$2.47M -$164K -8,439 -5%
PAM
10
Panagora Asset Management
Massachusetts
$2.38M -$118K -6,106 -4%
First Manhattan
11
First Manhattan
New York
$2.28M -$4.83M -249,279 -65%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$2.14M -$143K -7,400 -5%
PC
13
PM Capital
Australia
$1.92M
UBS Group
14
UBS Group
Switzerland
$1.75M +$138K +7,128 +7%
LSV Asset Management
15
LSV Asset Management
Illinois
$1.35M +$140K +7,200 +10%
CCM
16
Causeway Capital Management
California
$1.31M
Invesco
17
Invesco
Georgia
$1.18M -$228K -11,739 -14%
USAA
18
United Services Automobile Association
Texas
$1.08M
OAM
19
Oxford Asset Management
United Kingdom
$1.08M +$180K +9,308 +17%
State Street
20
State Street
Massachusetts
$1.05M -$371K -19,135 -23%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.01M -$30.9K -1,596 -3%
ECM
22
ETrade Capital Management
Virginia
$1M -$29.2K -1,505 -2%
State of Wisconsin Investment Board
23
State of Wisconsin Investment Board
Wisconsin
$956K
AAM
24
Advisors Asset Management
Colorado
$914K +$161K +8,314 +18%
GCP
25
GSA Capital Partners
United Kingdom
$862K +$734K +37,866 +278%

CYD Hedge Fund Activity: Q2 2015 in Review

67 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in China Yuchai International (CYD) for Q2 2015, worth a combined $152M — down 16% from $180M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CYD positions and 5 closed out — a net gain of 5 holders — while 22 added to existing stakes and 25 trimmed.

The largest buyer was Fosun International, adding an estimated $2.92M. The largest seller was First Manhattan, cutting an estimated $4.83M.

  • 67 institutional investors held China Yuchai International (CYD) as of Q2 2015, up from 62 in Q1 2015.
  • Funds reported $152M of China Yuchai International stock for Q2 2015, down 16% quarter-over-quarter.
  • 10 funds opened new China Yuchai International positions in Q2 2015 and 5 closed out, a net change of +5 holders.
  • The largest China Yuchai International buyer in Q2 2015 was Fosun International, an estimated $2.92M added.
  • The largest China Yuchai International seller in Q2 2015 was First Manhattan, an estimated $4.83M sold.

Based on aggregated 13F filings for Q2 2015.