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China Yuchai International

73 hedge funds and large institutions have $124M invested in China Yuchai International in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2.38% less ownership

Funds ownership: 26.88%24.5% (-2.4%)

3% less funds holding

Funds holding: 7573 (-2)

35% less capital invested

Capital invested by funds: $190M → $124M (-$65.9M)

48% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 31

72% less call options, than puts

Call options by funds: $165K | Put options by funds: $595K

Holders
73
Holders Change
-2
Holders Change %
-2.67%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
16
Reduced
31
Closed
14
Calls
$165K
Puts
$595K
Net Calls
-$430K
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Shah Capital Management
North Carolina
$42.3M +$1.48M +102,864 +3%
BIP
2
Brandes Investment Partners
California
$16.1M +$5.59M +389,219 +43%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$8.56M -$8.56M -596,081 -46%
Lazard Asset Management
4
Lazard Asset Management
New York
$5.64M -$3.87M -269,200 -37%
AllianceBernstein
5
AllianceBernstein
Tennessee
$4.69M -$108K -7,510 -2%
Renaissance Technologies
6
Renaissance Technologies
New York
$4.48M +$1.54M +107,014 +42%
SI
7
Sensato Investors
California
$4.05M -$260K -18,077 -5%
AL
8
Arnhold LLC
New York
$3.3M +$790K +55,000 +26%
Grantham, Mayo, Van Otterloo & Co (GMO)
9
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.2M -$395K -27,500 -10%
Connor, Clark & Lunn Investment Management (CC&L)
10
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.05M +$14.4K +1,000 +0.6%
BlackRock
11
BlackRock
New York
$1.99M +$367K +25,559 +19%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$1.58M +$1.2M +83,790 +193%
Allianz Asset Management
13
Allianz Asset Management
Germany
$1.46M -$117K -8,133 -6%
TCIM
14
TIAA CREF Investment Management
New York
$1.42M
UBS Group
15
UBS Group
Switzerland
$1.38M -$24.2K -1,682 -1%
Two Sigma Investments
16
Two Sigma Investments
New York
$1.34M +$765K +53,273 +98%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$1.21M -$82.3K -5,732 -6%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$1.2M +$82.3K +5,727 +6%
AG
19
Aperio Group
California
$1.16M -$485K -33,768 -27%
ACM
20
Advisors Capital Management
New Jersey
$1.13M +$1.3M +90,481 New
Geode Capital Management
21
Geode Capital Management
Massachusetts
$1.01M +$335K +23,296 +40%
SEI Investments
22
SEI Investments
Pennsylvania
$934K
CAM
23
Chou Associates Management
Ontario, Canada
$913K
Invesco
24
Invesco
Georgia
$853K +$79.9K +5,562 +9%
TA
25
Teachers Advisors
New York
$833K

CYD Hedge Fund Activity: Q4 2018 in Review

73 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in China Yuchai International (CYD) for Q4 2018, worth a combined $124M — down 35% from $190M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of CYD and 13 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 16 added.

The largest buyer was Brandes Investment Partners, adding an estimated $5.59M. The largest seller was Principal Financial Group, exiting entirely with an estimated $10.6M sold.

  • 73 institutional investors held China Yuchai International (CYD) as of Q4 2018, down from 75 in Q3 2018.
  • Funds reported $124M of China Yuchai International stock for Q4 2018, down 35% quarter-over-quarter.
  • 13 funds opened new China Yuchai International positions in Q4 2018 and 14 closed out, a net change of -1 holder.
  • The largest China Yuchai International buyer in Q4 2018 was Brandes Investment Partners, an estimated $5.59M added.
  • The largest China Yuchai International seller in Q4 2018 was Principal Financial Group, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2018.