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Hyster-Yale Materials Handling
HY

160 hedge funds and large institutions have $706M invested in Hyster-Yale Materials Handling in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

1% more funds holding

Funds holding: 159 → 160 (+1)

0.15% more ownership

Funds ownership: 77.06% → 77.21% (+0.15%)

16% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 58

19% less capital invested

Capital invested by funds: $875M → $706M (-$168M)

58% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $2.41M

Holders
160
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
4.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
49
Reduced
58
Closed
22
Calls
$1.01M
Puts
$2.41M
Net Calls
-$1.4M
Net Calls Change
+$437K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.6M
2
DIA
Denver Investment Advisors
Colorado
+$21.6M
3
Northern Trust
Northern Trust
Illinois
+$6.01M
4
Ameriprise
Ameriprise
Minnesota
+$4.55M
5
UOC
UBS O'Connor
Illinois
+$3.93M

Top Sellers

Rank Fund Capital Flow
1
NI
Numeric Investors
Massachusetts
-$18.4M
2
WC
Walthausen & Co
New York
-$11.1M
3
IAM
Impala Asset Management
Florida
-$6.92M
4
GAM
Gotham Asset Management
New York
-$6.79M
5
RA
Royce & Associates
New York
-$6.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
51
Russell Frank Company
Washington
$2.54M -$883K -11,087 -24%
MLIM
52
Mountain Lake Investment Management
Florida
$2.42M +$2.69M +33,768 New
GCG
53
Giovine Capital Group
California
$2.37M – – –
American Century Companies
54
American Century Companies
Missouri
$2.24M -$1.19M -14,878 -32%
ERSOT
55
Employees Retirement System of Texas
Texas
$2.08M – – –
BIM
56
BlackRock Investment Management
Delaware
$2.02M +$11.9K +150 +0.5%
CNBT
57
Canandaigua National Bank & Trust
New York
$1.93M – – –
CFMC
58
Curbstone Financial Management Corp
New Hampshire
$1.93M – – –
SAM
59
Shell Asset Management
Netherlands
$1.88M +$195K +2,444 +10%
Renaissance Technologies
60
Renaissance Technologies
New York
$1.86M -$2.72M -34,200 -57%
MAA
61
Managed Account Advisors
New Jersey
$1.7M +$1.89M +23,759 New
WCF
62
West Coast Financial
California
$1.7M +$1.89M +23,741 New
BC
63
Barnett & Company
Tennessee
$1.63M +$812K +10,200 +81%
GC
64
Globeflex Capital
California
$1.59M +$820K +10,297 +87%
NFA
65
Nationwide Fund Advisors
Ohio
$1.57M -$239 -3 -0%
Arrowstreet Capital
66
Arrowstreet Capital
Massachusetts
$1.48M -$2.05M -25,777 -56%
SF
67
Synovus Financial
Georgia
$1.44M +$641K +8,049 +67%
JIC
68
Johnson Investment Counsel
Ohio
$1.36M +$1.51M +19,018 New
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$1.36M +$16.6K +208 +1%
SCM
70
Snow Capital Management
Pennsylvania
$1.33M +$1.48M +18,545 New
Citadel Advisors
71
Citadel Advisors
Florida
$1.32M +$666K +8,361 +83%
MC
72
Menta Capital
California
$1.28M +$677K +8,499 +90%
KS
73
Karpas Strategies
Connecticut
$1.25M – – –
PPA
74
Parametric Portfolio Associates
Washington
$1.22M +$110K +1,382 +9%
STC
75
SEI Trust Company
Pennsylvania
$1.21M -$38.5K -483 -3%
1 2
3
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HY Hedge Fund Activity: Q3 2014 in Review

160 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2014, worth a combined $706M — down 19% from $875M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HY positions and 22 closed out — a net gain of 2 holders — while 49 added to existing stakes and 58 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $29.6M. The largest seller was Numeric Investors, exiting entirely with an estimated $18.4M sold.

  • 160 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2014, up from 159 in Q2 2014.
  • Funds reported $706M of Hyster-Yale Materials Handling stock for Q3 2014, down 19% quarter-over-quarter.
  • 24 funds opened new Hyster-Yale Materials Handling positions in Q3 2014 and 22 closed out, a net change of +2 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q3 2014 was Fidelity Investments, an estimated $29.6M added.
  • The largest Hyster-Yale Materials Handling seller in Q3 2014 was Numeric Investors, an estimated $18.4M sold.

Based on aggregated 13F filings for Q3 2014.