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Hyster-Yale Materials Handling
HY

159 hedge funds and large institutions have $875M invested in Hyster-Yale Materials Handling in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 52

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% more funds holding

Funds holding: 158 → 159 (+1)

0.19% more ownership

Funds ownership: 76.87% → 77.06% (+0.19%)

9% less capital invested

Capital invested by funds: $961M → $875M (-$85.9M)

61% less call options, than puts

Call options by funds: $1.17M | Put options by funds: $3M

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
159
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
4.57%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
61
Reduced
52
Closed
17
Calls
$1.17M
Puts
$3M
Net Calls
-$1.83M
Net Calls Change
-$1.41M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.4M
2
Norges Bank
Norges Bank
Norway
+$9.69M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$4.51M
4
NI
Numeric Investors
Massachusetts
+$4.07M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$3.02M

Top Sellers

1
Northern Trust
Northern Trust
Illinois
-$5.67M
2
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
-$5.04M
3
WC
Walthausen & Co
New York
-$4.44M
4
MPM
Meritage Portfolio Management
Kansas
-$4.27M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
U
51
UBS
Switzerland
$3.27M +$567K +6,249 +20%
CCMH
52
Cornerstone Capital Management Holdings
New York
$3.24M +$517K +5,700 +18%
Jacobs Levy Equity Management
53
Jacobs Levy Equity Management
New Jersey
$3.24M -$1.05M -11,556 -24%
GCG
54
Giovine Capital Group
California
$2.93M – – –
DVM
55
Dreman Value Management
Florida
$2.85M -$63.9K -704 -2%
Wellington Management Group
56
Wellington Management Group
Massachusetts
$2.76M -$703K -7,752 -20%
ERSOT
57
Employees Retirement System of Texas
Texas
$2.57M +$2.63M +29,000 New
BIM
58
BlackRock Investment Management
Delaware
$2.48M -$86.1K -949 -3%
CNBT
59
Canandaigua National Bank & Trust
New York
$2.39M – – –
CFMC
60
Curbstone Financial Management Corp
New Hampshire
$2.39M – – –
SIM
61
Spark Investment Management
New York
$2.35M +$290K +3,200 +14%
SAM
62
Shell Asset Management
Netherlands
$2.1M -$25K -276 -1%
NFA
63
Nationwide Fund Advisors
Ohio
$1.94M -$94.3K -1,039 -5%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$1.74M +$1.79M +19,681 New
MCM
65
Matarin Capital Management
New York
$1.68M +$215K +2,370 +14%
CS
66
Credit Suisse
Switzerland
$1.66M +$297K +3,271 +21%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$1.66M -$36.3K -400 -2%
SCM
68
Sterling Capital Management
North Carolina
$1.63M +$40.6K +447 +2%
Citigroup
69
Citigroup
New York
$1.6M -$360K -3,968 -18%
KS
70
Karpas Strategies
Connecticut
$1.55M – – –
STC
71
SEI Trust Company
Pennsylvania
$1.53M – – –
AA
72
Ancora Advisors
Ohio
$1.52M -$1.16M -12,787 -43%
Federated Hermes
73
Federated Hermes
Pennsylvania
$1.4M -$19.2K -212 -1%
PPA
74
Parametric Portfolio Associates
Washington
$1.38M +$15.5K +171 +1%
TA
75
Teachers Advisors
New York
$1.28M -$131K -1,449 -9%
1 2
3
4 5

HY Hedge Fund Activity: Q2 2014 in Review

159 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q2 2014, worth a combined $875M — down 8.9% from $961M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HY positions and 17 closed out — a net gain of 1 holder — while 61 added to existing stakes and 52 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $12.4M. The largest seller was Northern Trust, cutting an estimated $5.67M.

  • 159 institutional investors held Hyster-Yale Materials Handling (HY) as of Q2 2014, up from 158 in Q1 2014.
  • Funds reported $875M of Hyster-Yale Materials Handling stock for Q2 2014, down 8.9% quarter-over-quarter.
  • 18 funds opened new Hyster-Yale Materials Handling positions in Q2 2014 and 17 closed out, a net change of +1 holder.
  • The largest Hyster-Yale Materials Handling buyer in Q2 2014 was Fidelity Investments, an estimated $12.4M added.
  • The largest Hyster-Yale Materials Handling seller in Q2 2014 was Northern Trust, an estimated $5.67M sold.

Based on aggregated 13F filings for Q2 2014.