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China Yuchai International

70 hedge funds and large institutions have $242M invested in China Yuchai International in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

58% more call options, than puts

Call options by funds: $1.88M | Put options by funds: $1.19M

33% more capital invested

Capital invested by funds: $182M → $242M (+$60.4M)

2.14% more ownership

Funds ownership: 24.5%26.64% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 7470 (-4)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
70
Holders Change
-4
Holders Change %
-5.41%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
31
Reduced
17
Closed
13
Calls
$1.88M
Puts
$1.19M
Net Calls
+$691K
Net Calls Change
+$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Shah Capital Management
North Carolina
$74.8M -$6.77K -341 -0%
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$27.7M +$2.85M +143,508 +13%
BIP
3
Brandes Investment Partners
California
$26.4M +$534K +26,886 +2%
AllianceBernstein
4
AllianceBernstein
Tennessee
$7.23M +$6.45M +324,810 New
Lazard Asset Management
5
Lazard Asset Management
New York
$6.95M +$4.58M +230,610 +283%
SI
6
Sensato Investors
California
$6.32M +$1.34M +67,519 +31%
AL
7
AJO LP
Pennsylvania
$6.23M +$2.3M +115,972 +71%
FM
8
Forward Management
California
$6.11M -$157K -7,899 -3%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$5.72M +$426K +21,452 +9%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$4.84M +$234K +11,800 +6%
DWA
11
Dorsey Wright & Associates
California
$4.28M +$3.76M +189,192 New
AG
12
Aperio Group
California
$3.62M +$390K +19,639 +14%
Renaissance Technologies
13
Renaissance Technologies
New York
$3.35M -$352K -17,714 -11%
BlackRock
14
BlackRock
New York
$3.21M +$265K +13,323 +10%
Macquarie Group
15
Macquarie Group
Australia
$2.92M
Allianz Asset Management
16
Allianz Asset Management
Germany
$2.88M +$1.54M +77,575 +149%
UBS Group
17
UBS Group
Switzerland
$2.73M +$11.9K +598 +0.5%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$2.73M +$150K +7,531 +7%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$2.65M +$315K +15,848 +15%
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$2.6M -$56.8K -2,862 -2%
JIR
21
James Investment Research
Ohio
$2.6M +$717K +36,090 +45%
TCIM
22
TIAA CREF Investment Management
New York
$2.53M -$45.1K -2,271 -2%
Connor, Clark & Lunn Investment Management (CC&L)
23
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.18M +$909K +45,788 +88%
LSV Asset Management
24
LSV Asset Management
Illinois
$2.09M
Morgan Stanley
25
Morgan Stanley
New York
$2.01M +$169K +8,508 +10%

CYD Hedge Fund Activity: Q3 2017 in Review

70 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in China Yuchai International (CYD) for Q3 2017, worth a combined $242M — up 33% from $182M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of CYD and 9 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 31 added.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $6.45M. The largest seller was Matthews International Capital Management, exiting entirely with an estimated $5.78M sold.

  • 70 institutional investors held China Yuchai International (CYD) as of Q3 2017, down from 74 in Q2 2017.
  • Funds reported $242M of China Yuchai International stock for Q3 2017, up 33% quarter-over-quarter.
  • 9 funds opened new China Yuchai International positions in Q3 2017 and 13 closed out, a net change of -4 holders.
  • The largest China Yuchai International buyer in Q3 2017 was AllianceBernstein, an estimated $6.45M added.
  • The largest China Yuchai International seller in Q3 2017 was Matthews International Capital Management, an estimated $5.78M sold.

Based on aggregated 13F filings for Q3 2017.