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China Yuchai International

64 hedge funds and large institutions have $121M invested in China Yuchai International in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $98.8M → $121M (+$22.4M)

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.79% less ownership

Funds ownership: 22.35%21.56% (-0.79%)

2% less funds holding

Funds holding: 6564 (-1)

98% less call options, than puts

Call options by funds: $4K | Put options by funds: $182K

Holders
64
Holders Change
-1
Holders Change %
-1.54%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
22
Reduced
18
Closed
8
Calls
$4K
Puts
$182K
Net Calls
-$178K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Shah Capital Management
North Carolina
$47.2M -$347K -28,814 -0.8%
BIP
2
Brandes Investment Partners
California
$17.5M -$441K -36,566 -3%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$8.8M -$201K -16,626 -3%
FI
4
Fosun International
China
$7.5M -$5.71M -473,244 -47%
FM
5
Forward Management
California
$5M -$987K -81,866 -18%
Renaissance Technologies
6
Renaissance Technologies
New York
$4.32M +$868K +72,000 +30%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$3.38M
AL
8
AJO LP
Pennsylvania
$1.9M -$10.3K -858 -0.6%
UBS Group
9
UBS Group
Switzerland
$1.75M -$55.8K -4,623 -4%
BIT
10
BlackRock Institutional Trust
California
$1.74M +$477K +39,536 +46%
MICM
11
Matthews International Capital Management
California
$1.61M +$1.41M +116,805 New
VFA
12
Virtus Fund Advisers
Connecticut
$1.6M -$63.5K -5,267 -4%
AG
13
Aperio Group
California
$1.33M -$265K -22,006 -19%
LSV Asset Management
14
LSV Asset Management
Illinois
$1.3M
PC
15
PM Capital
Australia
$1.21M
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$1.08M -$48.2K -4,000 -5%
CAM
17
Chou Associates Management
Ontario, Canada
$1.01M
USAA
18
United Services Automobile Association
Texas
$952K
Geode Capital Management
19
Geode Capital Management
Massachusetts
$820K +$717K +59,432 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$742K +$26K +2,158 +4%
ECM
21
ETrade Capital Management
Virginia
$740K +$26.8K +2,219 +4%
State Street
22
State Street
Massachusetts
$719K +$145K +12,006 +30%
Deutsche Bank
23
Deutsche Bank
Germany
$691K +$324K +26,874 +116%
SCA
24
Salient Capital Advisors
Texas
$672K +$1.45K +120 +0.2%
SI
25
Sensato Investors
California
$631K +$82K +6,800 +17%

CYD Hedge Fund Activity: Q4 2016 in Review

64 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in China Yuchai International (CYD) for Q4 2016, worth a combined $121M — up 23% from $98.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CYD positions and 8 closed out — a net gain of 1 holder — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Matthews International Capital Management, opening a new position worth an estimated $1.41M. The largest seller was Fosun International, cutting an estimated $5.71M.

  • 64 institutional investors held China Yuchai International (CYD) as of Q4 2016, down from 65 in Q3 2016.
  • Funds reported $121M of China Yuchai International stock for Q4 2016, up 23% quarter-over-quarter.
  • 9 funds opened new China Yuchai International positions in Q4 2016 and 8 closed out, a net change of +1 holder.
  • The largest China Yuchai International buyer in Q4 2016 was Matthews International Capital Management, an estimated $1.41M added.
  • The largest China Yuchai International seller in Q4 2016 was Fosun International, an estimated $5.71M sold.

Based on aggregated 13F filings for Q4 2016.