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Hyster-Yale Materials Handling

142 hedge funds and large institutions have $512M invested in Hyster-Yale Materials Handling in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $758K

33% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 45

1% more ownership

Funds ownership: 70.5%71.49% (+1%)

8% less funds holding

Funds holding: 155142 (-13)

15% less capital invested

Capital invested by funds: $603M → $512M (-$91.6M)

52% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 23

Holders
142
Holders Change
-13
Holders Change %
-8.39%
% of All Funds
3.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
60
Reduced
45
Closed
23
Calls
$1.05M
Puts
$758K
Net Calls
+$295K
Net Calls Change
+$732K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$4.84M +$2.41M +37,827 +82%
DVM
27
Dreman Value Management
Florida
$4.74M +$624K +9,775 +14%
Prudential Financial
28
Prudential Financial
New Jersey
$4.7M +$2.87M +44,950 +124%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$4.55M -$255K -4,000 -5%
Fisher Asset Management
30
Fisher Asset Management
Washington
$4.45M +$46.3K +725 +1%
MCM
31
Matarin Capital Management
New York
$4.3M +$2.22M +34,827 +88%
Goldman Sachs
32
Goldman Sachs
New York
$3.73M +$1.38M +21,634 +51%
QI
33
QS Investors
New York
$3.7M -$51.1K -800 -1%
ERSOT
34
Employees Retirement System of Texas
Texas
$3.5M
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$3.49M +$1.86M +29,139 +93%
WCF
36
West Coast Financial
California
$3.44M +$143K +2,235 +4%
MDCM
37
Morgan Dempsey Capital Management
Wisconsin
$3.32M -$435K -6,813 -11%
BA
38
BlackRock Advisors
Delaware
$3.27M -$252K -3,953 -7%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$3.06M
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$2.78M
Charles Schwab
41
Charles Schwab
California
$2.74M +$131K +2,059 +5%
CYG
42
Clean Yield Group
Vermont
$2.49M +$841K +13,173 +52%
Millennium Management
43
Millennium Management
New York
$2.32M +$474K +7,428 +23%
MC
44
Menta Capital
California
$2.31M +$989K +15,497 +64%
Bank of America
45
Bank of America
North Carolina
$2.25M +$2.39M +37,436 +2,476%
BIM
46
BlackRock Investment Management
Delaware
$1.98M +$12.8K +201 +0.6%
PI
47
Putnam Investments
Massachusetts
$1.96M +$7.59K +119 +0.4%
SAM
48
Shell Asset Management
Netherlands
$1.88M +$77.9K +1,221 +5%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$1.87M -$89.3K -1,400 -4%
CFMC
50
Curbstone Financial Management Corp
New Hampshire
$1.79M