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Hyster-Yale Materials Handling
HY

Overview Fund Activity

130 hedge funds and large institutions have $574M invested in Hyster-Yale Materials Handling in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 56 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+5
Holders Change %
+4%
% of All Funds
3.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
34
Reduced
56
Closed
7
Calls
$1.72M
Puts
$338K
Net Calls
+$1.39M
Net Calls Change
+$1.19M

Top Buyers

1
KCM
1
Kennedy Capital Management
Missouri
$3.19M
2
BFA
2
BlackRock Fund Advisors
California
$18.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$38.3M
4
SCM
4
Shapiro Capital Management
Georgia
$35.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.8M

Top Sellers

1
BGIM
1
Brandywine Global Investment Management
Pennsylvania
$6.56M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.7M
3
Northern Trust
3
Northern Trust
Illinois
$21.4M
4
Prudential Financial
4
Prudential Financial
New Jersey
$916K
5
CFMC
5
Curbstone Financial Management Corp
New Hampshire
$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$4.25M -$55.6K -872 -1%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$3.94M -$327K -5,120 -8%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$3.67M -$557K -8,730 -13%
KCM
29
Kennedy Capital Management
Missouri
$3.19M +$3.19M +49,980 New
MCM
30
Matarin Capital Management
New York
$2.98M -$1.06M -16,582 -26%
Morgan Stanley
31
Morgan Stanley
New York
$2.8M +$1.87M +29,317 +202%
Barrow, Hanley, Mewhinney & Strauss
32
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.74M -$11.9K -187 -0.4%
MDCM
33
Morgan Dempsey Capital Management
Wisconsin
$2.63M -$7.72K -121 -0.3%
GCP
34
GSA Capital Partners
United Kingdom
$2.46M +$1.82M +28,537 +284%
BIM
35
BlackRock Investment Management
Delaware
$2.37M -$17.3K -271 -0.7%
SIM
36
Spark Investment Management
New York
$2.27M -$893K -14,000 -28%
Goldman Sachs
37
Goldman Sachs
New York
$2.22M -$1.9M -29,758 -46%
PPA
38
Parametric Portfolio Associates
Washington
$2.2M -$516K -8,094 -19%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$2.15M +$2.15M +33,505 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.1M +$1.52M +23,879 +265%
NFA
41
Nationwide Fund Advisors
Ohio
$2.06M -$41.7K -654 -2%
CFMC
42
Curbstone Financial Management Corp
New Hampshire
$1.98M -$1.98M -30,970 -50%
Axa
43
Axa
France
$1.79M -$655K -10,266 -27%
TCIM
44
TIAA CREF Investment Management
New York
$1.7M -$170K -2,665 -9%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$1.7M -$931K -14,600 -35%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$1.69M +$150K +2,358 +10%
CNBT
47
Canandaigua National Bank & Trust
New York
$1.65M – – –
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.42M -$57.7K -917 -4%
Wells Fargo
49
Wells Fargo
California
$1.4M +$864K +13,538 +160%
WC
50
Wexford Capital
Florida
$1.4M +$1.4M +21,878 New
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