We are live on ! Find out more
HY icon

Hyster-Yale Materials Handling
HY

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

44% more call options, than puts

Call options by funds: $648K | Put options by funds: $450K

0% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 43

1% less capital invested

Capital invested by funds: $553M → $545M (-$8.2M)

1.6% less ownership

Funds ownership: 74.68% → 73.08% (-1.6%)

2% less funds holding

Funds holding: 128 → 125 (-3)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

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
Brandywine Global Investment Management
Pennsylvania
+$7.27M
2
QI
QV Investors
Alberta, Canada
+$5.67M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.87M
4
Goldman Sachs
Goldman Sachs
New York
+$1.23M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.13M

Top Sellers

1
DIA
Denver Investment Advisors
Colorado
-$15.2M
2
WC
Walthausen & Co
New York
-$3.2M
3
Northern Trust
Northern Trust
Illinois
-$3.08M
4
B
Barings
North Carolina
-$2.7M
5
Ameriprise
Ameriprise
Minnesota
-$2.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$3.98M -$244K -4,300 -6%
Goldman Sachs
27
Goldman Sachs
New York
$3.89M +$1.23M +21,803 +51%
MCM
28
Matarin Capital Management
New York
$3.81M -$302K -5,338 -8%
CFMC
29
Curbstone Financial Management Corp
New Hampshire
$3.72M – – –
WCF
30
West Coast Financial
California
$3.72M -$114K -2,006 -3%
Charles Schwab
31
Charles Schwab
California
$3.63M +$157K +2,773 +5%
Prudential Financial
32
Prudential Financial
New Jersey
$2.99M -$779K -13,745 -22%
SIM
33
Spark Investment Management
New York
$2.98M – – –
Barrow, Hanley, Mewhinney & Strauss
34
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.6M -$71.5K -1,263 -3%
PPA
35
Parametric Portfolio Associates
Washington
$2.56M -$77.3K -1,365 -3%
MDCM
36
Morgan Dempsey Capital Management
Wisconsin
$2.49M -$324K -5,718 -12%
Wellington Management Group
37
Wellington Management Group
Massachusetts
$2.48M -$405K -7,155 -15%
Axa
38
Axa
France
$2.31M +$413K +7,300 +24%
BIM
39
BlackRock Investment Management
Delaware
$2.25M -$7.36K -130 -0.3%
EA
40
Emerald Acquisition
Washington
$2.02M -$1.03M -18,143 -35%
NFA
41
Nationwide Fund Advisors
Ohio
$1.99M -$255K -4,500 -12%
QI
42
QS Investors
New York
$1.71M -$1.49M -26,304 -48%
CNBT
43
Canandaigua National Bank & Trust
New York
$1.56M – – –
Citadel Advisors
44
Citadel Advisors
Florida
$1.51M +$1.13M +20,001 +395%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$1.45M -$317K -5,600 -19%
CYG
46
Clean Yield Group
Vermont
$1.43M -$603K -10,640 -31%
Ohio Public Employees Retirement System (OPERS)
47
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.41M +$140K +2,479 +12%
Deutsche Bank
48
Deutsche Bank
Germany
$1.34M +$676K +11,930 +114%
JIC
49
Johnson Investment Counsel
Ohio
$1.28M – – –
SAM
50
Shell Asset Management
Netherlands
$1.27M -$54.5K -963 -4%
1
2
3 4 5

HY Hedge Fund Activity: Q3 2016 in Review

125 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2016, worth a combined $545M — down 1.5% from $553M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of HY and 9 opened new positions — a net loss of 2 holders — while 43 trimmed existing stakes and 43 added.

The largest buyer was Brandywine Global Investment Management, adding an estimated $7.27M. The largest seller was Denver Investment Advisors, exiting entirely with an estimated $15.2M sold.

  • 125 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2016, down from 128 in Q2 2016.
  • Funds reported $545M of Hyster-Yale Materials Handling stock for Q3 2016, down 1.5% quarter-over-quarter.
  • 9 funds opened new Hyster-Yale Materials Handling positions in Q3 2016 and 11 closed out, a net change of -2 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q3 2016 was Brandywine Global Investment Management, an estimated $7.27M added.
  • The largest Hyster-Yale Materials Handling seller in Q3 2016 was Denver Investment Advisors, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2016.