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Hyster-Yale Materials Handling
HY

150 hedge funds and large institutions have $773M invested in Hyster-Yale Materials Handling in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

449% more call options, than puts

Call options by funds: $1.5M | Put options by funds: $273K

13% more capital invested

Capital invested by funds: $685M → $773M (+$87.6M)

8% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 48

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

0.76% more ownership

Funds ownership: 71.5% → 72.26% (+0.76%)

1% more funds holding

Funds holding: 149 → 150 (+1)

Holders
150
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
3.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
52
Reduced
48
Closed
22
Calls
$1.5M
Puts
$273K
Net Calls
+$1.23M
Net Calls Change
+$202K

Top Buyers

Rank Fund Capital Flow
1
MCM
Matarin Capital Management
New York
+$8.22M
2
Deutsche Bank
Deutsche Bank
Germany
+$7.24M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$6.82M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.7M
5
NI
Numeric Investors
Massachusetts
+$2.63M

Top Sellers

Rank Fund Capital Flow
1
NFA
Nationwide Fund Advisors
Ohio
-$4.84M
2
PI
Putnam Investments
Massachusetts
-$4.18M
3
NAP
New Amsterdam Partners
New York
-$3.74M
4
Norges Bank
Norges Bank
Norway
-$3.56M
5
GCP
GSA Capital Partners
United Kingdom
-$2.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$6.23M +$303K +3,679 +5%
NI
27
Numeric Investors
Massachusetts
$6.21M +$2.63M +31,937 +78%
WCF
28
West Coast Financial
California
$5.76M -$14.1K -171 -0.3%
Bank of America
29
Bank of America
North Carolina
$5.66M -$491K -5,968 -8%
MOACM
30
Mutual of America Capital Management
New York
$5.56M -$606K -7,363 -10%
Axa
31
Axa
France
$5.51M +$810K +9,839 +18%
Fisher Asset Management
32
Fisher Asset Management
Washington
$5.19M -$12.7K -154 -0.3%
Barrow, Hanley, Mewhinney & Strauss
33
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.45M +$629K +7,647 +17%
SIM
34
Spark Investment Management
New York
$4.18M +$140K +1,700 +4%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$3.94M +$1.07M +13,041 +39%
CCMH
36
Cornerstone Capital Management Holdings
New York
$3.94M +$2.15M +26,100 +130%
American Century Companies
37
American Century Companies
Missouri
$3.8M +$283K +3,437 +8%
Morgan Stanley
38
Morgan Stanley
New York
$3.77M -$1.36M -16,521 -27%
ACM
39
Argent Capital Management
Missouri
$3.7M -$137K -1,665 -4%
AllianceBernstein
40
AllianceBernstein
Tennessee
$3.36M +$2.14M +26,040 +194%
PPA
41
Parametric Portfolio Associates
Washington
$3.36M +$373K +4,538 +13%
Ameriprise
42
Ameriprise
Minnesota
$2.87M +$405K +4,923 +17%
CFMC
43
Curbstone Financial Management Corp
New Hampshire
$2.64M -$2.55M -30,970 -50%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$2.61M -$16.5K -200 -0.6%
TA
45
Teachers Advisors
New York
$2.38M +$6.99K +85 +0.3%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$2.3M -$90.5K -1,100 -4%
CNBT
47
Canandaigua National Bank & Trust
New York
$2.2M – – –
Goldman Sachs
48
Goldman Sachs
New York
$2.19M +$6.09K +74 +0.3%
IA
49
IndexIQ Advisors
New York
$2.13M +$790K +9,600 +62%
Ohio Public Employees Retirement System (OPERS)
50
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.03M +$646K +7,846 +49%
1
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HY Hedge Fund Activity: Q4 2017 in Review

150 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q4 2017, worth a combined $773M — up 13% from $685M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HY positions and 22 closed out — a net gain of 1 holder — while 52 added to existing stakes and 48 trimmed.

The largest buyer was Matarin Capital Management, opening a new position worth an estimated $8.22M. The largest seller was Nationwide Fund Advisors, exiting entirely with an estimated $4.84M sold.

  • 150 institutional investors held Hyster-Yale Materials Handling (HY) as of Q4 2017, up from 149 in Q3 2017.
  • Funds reported $773M of Hyster-Yale Materials Handling stock for Q4 2017, up 13% quarter-over-quarter.
  • 23 funds opened new Hyster-Yale Materials Handling positions in Q4 2017 and 22 closed out, a net change of +1 holder.
  • The largest Hyster-Yale Materials Handling buyer in Q4 2017 was Matarin Capital Management, an estimated $8.22M added.
  • The largest Hyster-Yale Materials Handling seller in Q4 2017 was Nationwide Fund Advisors, an estimated $4.84M sold.

Based on aggregated 13F filings for Q4 2017.