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Hyster-Yale Materials Handling

150 hedge funds and large institutions have $863M invested in Hyster-Yale Materials Handling in 2013 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

44% more capital invested

Capital invested by funds: $599M → $863M (+$263M)

14% more funds holding

Funds holding: 132150 (+18)

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

0.33% more ownership

Funds ownership: 76.16%76.49% (+0.33%)

46% less call options, than puts

Call options by funds: $2.61M | Put options by funds: $4.81M

Holders
150
Holders Change
+18
Holders Change %
+13.64%
% of All Funds
4.86%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
30
Increased
51
Reduced
46
Closed
10
Calls
$2.61M
Puts
$4.81M
Net Calls
-$2.2M
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
51
Canandaigua National Bank & Trust
New York
$2.6M -$76.6K -1,000 -3%
NFA
52
Nationwide Fund Advisors
Ohio
$2.59M +$371K +4,840 +20%
DVM
53
Dreman Value Management
Florida
$2.49M +$2.13M +27,790 New
Citigroup
54
Citigroup
New York
$2.23M +$1.33M +17,300 +229%
AA
55
Ancora Advisors
Ohio
$2.21M +$333K +4,352 +21%
TI
56
Turner Investments
Pennsylvania
$1.84M +$1.58M +20,575 New
SAM
57
Shell Asset Management
Netherlands
$1.81M +$1.55M +20,226 New
SIM
58
Spark Investment Management
New York
$1.79M -$1.42M -18,559 -48%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$1.7M +$45.1K +589 +3%
CAM
60
ClariVest Asset Management
California
$1.7M +$152K +1,986 +12%
KS
61
Karpas Strategies
Connecticut
$1.68M -$76.6K -1,000 -5%
CS
62
Credit Suisse
Switzerland
$1.53M +$527K +6,883 +68%
Arrowstreet Capital
63
Arrowstreet Capital
Massachusetts
$1.48M +$264K +3,440 +26%
MAM
64
Martingale Asset Management
Massachusetts
$1.46M -$337K -4,401 -21%
Los Angeles Capital Management
65
Los Angeles Capital Management
California
$1.42M +$51.7K +675 +4%
ZIM
66
Zacks Investment Management
Illinois
$1.4M +$896K +11,691 +298%
PPA
67
Parametric Portfolio Associates
Washington
$1.34M -$133K -1,738 -10%
TA
68
Teachers Advisors
New York
$1.33M +$54.5K +712 +5%
WSCM
69
Wellington Shields Capital Management
New York
$1.23M
TAM
70
THB Asset Management
Connecticut
$1.2M +$498K +6,500 +94%
HCM
71
Highbridge Capital Management
New York
$1.18M +$1.01M +13,188 New
SO
72
STRS Ohio
Ohio
$1.17M -$160K -2,086 -14%
Axa
73
Axa
France
$1.17M +$996K +13,000 New
EI
74
EAM Investors
California
$1.13M +$969K +12,647 New
MCM
75
Matarin Capital Management
New York
$1.1M +$175K +2,286 +23%