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Hyster-Yale Materials Handling
HY

149 hedge funds and large institutions have $685M invested in Hyster-Yale Materials Handling in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $397K

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

71% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 35

9% more capital invested

Capital invested by funds: $627M → $685M (+$58.3M)

8% more funds holding

Funds holding: 138 → 149 (+11)

0.32% more ownership

Funds ownership: 71.18% → 71.5% (+0.32%)

Holders
149
Holders Change
+11
Holders Change %
+7.97%
% of All Funds
3.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
60
Reduced
35
Closed
11
Calls
$1.42M
Puts
$397K
Net Calls
+$1.02M
Net Calls Change
-$1.02M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$7.73M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$4.67M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$4.13M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.04M
5
NI
Numeric Investors
Massachusetts
+$2.88M

Top Sellers

1
SCM
Shapiro Capital Management
Georgia
-$14.8M
2
Millennium Management
Millennium Management
New York
-$7.36M
3
Northern Trust
Northern Trust
Illinois
-$7.3M
4
DCM
Driehaus Capital Management
Illinois
-$3.9M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$3.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$5.31M +$2.32M +33,030 +91%
AQR Capital Management
27
AQR Capital Management
Connecticut
$5.29M +$4.13M +58,830 +570%
WCF
28
West Coast Financial
California
$5.19M +$53.6K +763 +1%
NFA
29
Nationwide Fund Advisors
Ohio
$4.84M +$979K +13,948 +28%
CFMC
30
Curbstone Financial Management Corp
New Hampshire
$4.74M +$2.17M +30,970 +100%
Fisher Asset Management
31
Fisher Asset Management
Washington
$4.67M -$81.9K -1,166 -2%
Morgan Stanley
32
Morgan Stanley
New York
$4.65M +$497K +7,081 +13%
Axa
33
Axa
France
$4.19M +$1.94M +27,666 +102%
NAP
34
New Amsterdam Partners
New York
$3.74M -$962K -13,702 -22%
SIM
35
Spark Investment Management
New York
$3.62M +$1.25M +17,800 +60%
ACM
36
Argent Capital Management
Missouri
$3.47M +$826K +11,770 +35%
Barrow, Hanley, Mewhinney & Strauss
37
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.41M +$11.8K +168 +0.4%
GCP
38
GSA Capital Partners
United Kingdom
$3.26M +$260K +3,707 +10%
American Century Companies
39
American Century Companies
Missouri
$3.15M +$1.92M +27,400 +199%
NI
40
Numeric Investors
Massachusetts
$3.13M +$2.88M +40,981 New
PPA
41
Parametric Portfolio Associates
Washington
$2.67M -$111K -1,583 -4%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$2.54M +$664K +9,465 +40%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$2.36M +$372K +5,300 +21%
Ameriprise
44
Ameriprise
Minnesota
$2.2M +$519K +7,398 +35%
TA
45
Teachers Advisors
New York
$2.13M -$23.1K -329 -1%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$2.12M -$56.2K -800 -3%
CNBT
47
Canandaigua National Bank & Trust
New York
$1.98M – – –
Goldman Sachs
48
Goldman Sachs
New York
$1.96M +$499K +7,108 +38%
MC
49
Menta Capital
California
$1.81M +$956K +13,611 +134%
Two Sigma Investments
50
Two Sigma Investments
New York
$1.75M -$897K -12,770 -36%
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HY Hedge Fund Activity: Q3 2017 in Review

149 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2017, worth a combined $685M — up 9.3% from $627M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HY positions and 11 closed out — a net gain of 13 holders — while 60 added to existing stakes and 35 trimmed.

The largest buyer was Norges Bank, adding an estimated $7.73M. The largest seller was Shapiro Capital Management, exiting entirely with an estimated $14.8M sold.

  • 149 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2017, up from 138 in Q2 2017.
  • Funds reported $685M of Hyster-Yale Materials Handling stock for Q3 2017, up 9.3% quarter-over-quarter.
  • 24 funds opened new Hyster-Yale Materials Handling positions in Q3 2017 and 11 closed out, a net change of +13 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q3 2017 was Norges Bank, an estimated $7.73M added.
  • The largest Hyster-Yale Materials Handling seller in Q3 2017 was Shapiro Capital Management, an estimated $14.8M sold.

Based on aggregated 13F filings for Q3 2017.