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Hyster-Yale Materials Handling
HY

160 hedge funds and large institutions have $706M invested in Hyster-Yale Materials Handling in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

1% more funds holding

Funds holding: 159 → 160 (+1)

0.15% more ownership

Funds ownership: 77.06% → 77.21% (+0.15%)

16% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 58

19% less capital invested

Capital invested by funds: $875M → $706M (-$168M)

58% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $2.41M

Holders
160
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
4.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
49
Reduced
58
Closed
22
Calls
$1.01M
Puts
$2.41M
Net Calls
-$1.4M
Net Calls Change
+$437K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.6M
2
DIA
Denver Investment Advisors
Colorado
+$21.6M
3
Northern Trust
Northern Trust
Illinois
+$6.01M
4
Ameriprise
Ameriprise
Minnesota
+$4.55M
5
UOC
UBS O'Connor
Illinois
+$3.93M

Top Sellers

1
NI
Numeric Investors
Massachusetts
-$18.4M
2
WC
Walthausen & Co
New York
-$11.1M
3
IAM
Impala Asset Management
Florida
-$6.92M
4
GAM
Gotham Asset Management
New York
-$6.79M
5
RA
Royce & Associates
New York
-$6.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fisher Asset Management
26
Fisher Asset Management
Washington
$5.73M -$27.9K -350 -0.4%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$5.57M – – –
QBFM
28
QS Batterymarch Financial Management
New York
$5.44M -$581K -7,300 -9%
DGHMC
29
Dalton, Greiner, Hartman, Maher & Co
New York
$4.89M -$14.2K -178 -0.3%
Goldman Sachs
30
Goldman Sachs
New York
$4.62M +$108K +1,351 +2%
PAM
31
Panagora Asset Management
Massachusetts
$4.39M -$3.1M -38,981 -39%
BA
32
BlackRock Advisors
Delaware
$4.36M -$26.9K -338 -0.6%
Allianz Asset Management
33
Allianz Asset Management
Germany
$4.25M -$761K -9,556 -14%
DVM
34
Dreman Value Management
Florida
$4.23M +$2.14M +26,852 +83%
Axa
35
Axa
France
$4.2M -$1.77M -22,201 -27%
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$3.9M +$526K +6,610 +14%
DCM
37
Dupont Capital Management
Delaware
$3.83M +$461K +5,790 +12%
UOC
38
UBS O'Connor
Illinois
$3.54M +$3.93M +49,400 New
TCIM
39
TIAA CREF Investment Management
New York
$3.5M -$86.3K -1,084 -2%
WHG
40
Westwood Holdings Group
Texas
$3.48M +$657K +8,250 +20%
HS
41
HighVista Strategies
Massachusetts
$3.46M +$3.85M +48,365 New
Charles Schwab
42
Charles Schwab
California
$3.45M -$327K -4,108 -8%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$3.28M +$1.17M +14,635 +47%
First Trust Advisors
44
First Trust Advisors
Illinois
$3.15M +$3.5M +44,001 New
U
45
UBS
Switzerland
$3.13M +$535K +6,713 +18%
AA
46
Ancora Advisors
Ohio
$3.03M +$2M +25,060 +146%
PI
47
Putnam Investments
Massachusetts
$2.94M -$39.6K -497 -1%
Prudential Financial
48
Prudential Financial
New Jersey
$2.76M -$4.63M -58,185 -60%
Jacobs Levy Equity Management
49
Jacobs Levy Equity Management
New Jersey
$2.57M -$60.5K -760 -2%
CCMH
50
Cornerstone Capital Management Holdings
New York
$2.57M -$63.7K -800 -2%
1
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3 4 5

HY Hedge Fund Activity: Q3 2014 in Review

160 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2014, worth a combined $706M — down 19% from $875M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HY positions and 22 closed out — a net gain of 2 holders — while 49 added to existing stakes and 58 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $29.6M. The largest seller was Numeric Investors, exiting entirely with an estimated $18.4M sold.

  • 160 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2014, up from 159 in Q2 2014.
  • Funds reported $706M of Hyster-Yale Materials Handling stock for Q3 2014, down 19% quarter-over-quarter.
  • 24 funds opened new Hyster-Yale Materials Handling positions in Q3 2014 and 22 closed out, a net change of +2 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q3 2014 was Fidelity Investments, an estimated $29.6M added.
  • The largest Hyster-Yale Materials Handling seller in Q3 2014 was Numeric Investors, an estimated $18.4M sold.

Based on aggregated 13F filings for Q3 2014.