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Hyster-Yale Materials Handling
HY

Overview Fund Activity

125 hedge funds and large institutions have $545M invested in Hyster-Yale Materials Handling in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-3
Holders Change %
-2.34%
% of All Funds
3.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
43
Reduced
43
Closed
11
Calls
$648K
Puts
$450K
Net Calls
+$198K
Net Calls Change
+$152K

Top Buyers

1
BGIM
1
Brandywine Global Investment Management
Pennsylvania
$10.7M
2
QI
2
QV Investors
Alberta, Canada
$22.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$34.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.89M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.51M

Top Sellers

1
DIA
1
Denver Investment Advisors
Colorado
$0
2
Northern Trust
2
Northern Trust
Illinois
$22.5M
3
WC
3
Walthausen & Co
New York
$0
4
B
4
Barings
North Carolina
$0
5
Ameriprise
5
Ameriprise
Minnesota
$325K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$3.99M -$259K -4,300 -6%
Goldman Sachs
27
Goldman Sachs
New York
$3.89M +$1.31M +21,803 +51%
MCM
28
Matarin Capital Management
New York
$3.81M -$321K -5,338 -8%
CFMC
29
Curbstone Financial Management Corp
New Hampshire
$3.72M – – –
WCF
30
West Coast Financial
California
$3.72M -$121K -2,006 -3%
Charles Schwab
31
Charles Schwab
California
$3.63M +$167K +2,773 +5%
Prudential Financial
32
Prudential Financial
New Jersey
$2.99M -$826K -13,745 -22%
SIM
33
Spark Investment Management
New York
$2.98M – – –
Barrow, Hanley, Mewhinney & Strauss
34
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.6M -$75.9K -1,263 -3%
PPA
35
Parametric Portfolio Associates
Washington
$2.56M -$82.1K -1,365 -3%
MDCM
36
Morgan Dempsey Capital Management
Wisconsin
$2.49M -$344K -5,718 -12%
Wellington Management Group
37
Wellington Management Group
Massachusetts
$2.48M -$430K -7,155 -15%
Axa
38
Axa
France
$2.31M +$439K +7,300 +24%
BIM
39
BlackRock Investment Management
Delaware
$2.25M -$7.82K -130 -0.3%
EA
40
Emerald Acquisition
Washington
$2.02M -$1.09M -18,143 -35%
NFA
41
Nationwide Fund Advisors
Ohio
$1.99M -$271K -4,500 -12%
QI
42
QS Investors
New York
$1.71M -$1.58M -26,304 -48%
CNBT
43
Canandaigua National Bank & Trust
New York
$1.56M – – –
Citadel Advisors
44
Citadel Advisors
Florida
$1.51M +$1.2M +20,001 +395%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$1.45M -$337K -5,600 -19%
CYG
46
Clean Yield Group
Vermont
$1.43M -$640K -10,640 -31%
Ohio Public Employees Retirement System (OPERS)
47
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.41M +$149K +2,479 +12%
Deutsche Bank
48
Deutsche Bank
Germany
$1.34M +$716K +11,930 +114%
JIC
49
Johnson Investment Counsel
Ohio
$1.28M – – –
SAM
50
Shell Asset Management
Netherlands
$1.27M -$57.9K -963 -4%
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