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Hyster-Yale Materials Handling

128 hedge funds and large institutions have $553M invested in Hyster-Yale Materials Handling in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $6.22M | Put options by funds: $6.17M

0.21% less ownership

Funds ownership: 74.9%74.68% (-0.21%)

2% less funds holding

Funds holding: 131128 (-3)

10% less capital invested

Capital invested by funds: $613M → $553M (-$60.1M)

14% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 50

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
128
Holders Change
-3
Holders Change %
-2.29%
% of All Funds
3.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
43
Reduced
50
Closed
10
Calls
$6.22M
Puts
$6.17M
Net Calls
+$46K
Net Calls Change
+$113K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
26
Matarin Capital Management
New York
$4.09M +$115K +1,838 +3%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$3.81M -$496K -7,900 -11%
WCF
28
West Coast Financial
California
$3.8M +$118K +1,876 +3%
Prudential Financial
29
Prudential Financial
New Jersey
$3.78M -$51K -812 -1%
CFMC
30
Curbstone Financial Management Corp
New Hampshire
$3.69M
Charles Schwab
31
Charles Schwab
California
$3.42M +$285K +4,534 +9%
QI
32
QS Investors
New York
$3.25M
WC
33
Walthausen & Co
New York
$3.2M -$2.09M -33,310 -38%
EA
34
Emerald Acquisition
Washington
$3.07M +$3.24M +51,648 New
SIM
35
Spark Investment Management
New York
$2.95M +$2.37M +37,700 +317%
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$2.93M -$55.9K -890 -2%
Wellington Management Group
37
Wellington Management Group
Massachusetts
$2.88M -$98.1K -1,562 -3%
MDCM
38
Morgan Dempsey Capital Management
Wisconsin
$2.8M -$82.2K -1,310 -3%
B
39
Barings
North Carolina
$2.7M
Barrow, Hanley, Mewhinney & Strauss
40
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.65M -$11.9K -190 -0.4%
PPA
41
Parametric Portfolio Associates
Washington
$2.61M +$55.6K +886 +2%
Goldman Sachs
42
Goldman Sachs
New York
$2.55M -$689K -10,971 -20%
Ameriprise
43
Ameriprise
Minnesota
$2.49M -$602K -9,595 -19%
BIM
44
BlackRock Investment Management
Delaware
$2.24M +$199K +3,175 +9%
NFA
45
Nationwide Fund Advisors
Ohio
$2.23M -$31.4K -500 -1%
CYG
46
Clean Yield Group
Vermont
$2.05M -$108K -1,724 -5%
Axa
47
Axa
France
$1.85M +$370K +5,900 +23%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$1.77M +$157K +2,500 +9%
TCIM
49
TIAA CREF Investment Management
New York
$1.75M -$85.4K -1,361 -4%
CNBT
50
Canandaigua National Bank & Trust
New York
$1.54M