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Hyster-Yale Materials Handling

150 hedge funds and large institutions have $863M invested in Hyster-Yale Materials Handling in 2013 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

44% more capital invested

Capital invested by funds: $599M → $863M (+$263M)

14% more funds holding

Funds holding: 132150 (+18)

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

0.33% more ownership

Funds ownership: 76.16%76.49% (+0.33%)

46% less call options, than puts

Call options by funds: $2.61M | Put options by funds: $4.81M

Holders
150
Holders Change
+18
Holders Change %
+13.64%
% of All Funds
4.86%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
30
Increased
51
Reduced
46
Closed
10
Calls
$2.61M
Puts
$4.81M
Net Calls
-$2.2M
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$8.43M +$129K +1,681 +2%
TC
27
TFS Capital
Pennsylvania
$8M +$4.5M +58,709 +193%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$7.43M +$894K +11,666 +16%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$7M +$192K +2,500 +3%
DGHMC
30
Dalton, Greiner, Hartman, Maher & Co
New York
$6.76M -$1.98M -25,903 -26%
AL
31
AJO LP
Pennsylvania
$6.43M +$1.48M +19,300 +37%
NTCOC
32
Northern Trust Company of Connecticut
Connecticut
$5.52M +$20.2K +264 +0.4%
WAM
33
Winslow Asset Management
Ohio
$5.38M +$4.6M +60,046 New
Goldman Sachs
34
Goldman Sachs
New York
$5.38M -$3.39M -44,304 -42%
BA
35
BlackRock Advisors
Delaware
$5.19M +$3.67M +47,947 +480%
TCIM
36
TIAA CREF Investment Management
New York
$4.59M +$25.4K +331 +0.7%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$4.57M +$1.4M +18,250 +56%
RA
38
Royce & Associates
New York
$4.55M +$513K +6,700 +15%
Invesco
39
Invesco
Georgia
$4.53M -$144K -1,882 -4%
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$4.49M
Charles Schwab
41
Charles Schwab
California
$4.48M +$328K +4,277 +10%
BNP Paribas Asset Management
42
BNP Paribas Asset Management
France
$3.81M +$1.24M +16,243 +62%
American Century Companies
43
American Century Companies
Missouri
$3.44M -$590K -7,705 -17%
WHG
44
Westwood Holdings Group
Texas
$3.39M -$441K -5,750 -13%
Jacobs Levy Equity Management
45
Jacobs Levy Equity Management
New Jersey
$3.39M +$2.89M +37,759 New
RFC
46
Russell Frank Company
Washington
$3.23M -$435K -5,673 -14%
Allianz Asset Management
47
Allianz Asset Management
Germany
$3.11M +$1.6M +20,914 +152%
AQR Capital Management
48
AQR Capital Management
Connecticut
$3.11M +$1.15M +15,014 +76%
BIM
49
BlackRock Investment Management
Delaware
$2.65M +$121K +1,574 +6%
BIM
50
Bogle Investment Management
Massachusetts
$2.62M +$2.24M +29,173 New