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Hyster-Yale Materials Handling

131 hedge funds and large institutions have $475M invested in Hyster-Yale Materials Handling in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $414K | Put options by funds: $304K

1.76% more ownership

Funds ownership: 71.49%73.26% (+1.8%)

7% less capital invested

Capital invested by funds: $512M → $475M (-$36.4M)

8% less funds holding

Funds holding: 142131 (-11)

17% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 52

48% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 23

Holders
131
Holders Change
-11
Holders Change %
-7.75%
% of All Funds
3.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
43
Reduced
52
Closed
23
Calls
$414K
Puts
$304K
Net Calls
+$110K
Net Calls Change
-$185K
Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
51
Canandaigua National Bank & Trust
New York
$1.36M
SAM
52
Shell Asset Management
Netherlands
$1.29M -$88.4K -1,541 -6%
Barrow, Hanley, Mewhinney & Strauss
53
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.26M +$1.37M +23,941 New
Ohio Public Employees Retirement System (OPERS)
54
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.18M +$189K +3,295 +17%
Wells Fargo
55
Wells Fargo
California
$1.17M +$692K +12,066 +119%
Axa
56
Axa
France
$1.13M +$432K +7,530 +54%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$1.08M +$97.7K +1,702 +9%
JIC
58
Johnson Investment Counsel
Ohio
$1.06M
AllianceBernstein
59
AllianceBernstein
Tennessee
$935K -$71.7K -1,250 -7%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$924K +$17.2K +300 +2%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$881K -$17.2K -299 -2%
SF
62
Synovus Financial
Georgia
$863K -$555K -9,676 -37%
KS
63
Karpas Strategies
Connecticut
$813K
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$730K +$20.1K +350 +3%
TA
65
Teachers Advisors
New York
$726K
SO
66
STRS Ohio
Ohio
$723K +$120K +2,100 +18%
Invesco
67
Invesco
Georgia
$699K +$25.5K +444 +3%
Two Sigma Investments
68
Two Sigma Investments
New York
$690K +$755K +13,153 New
AQR Capital Management
69
AQR Capital Management
Connecticut
$631K -$1.03M -17,887 -60%
LCP
70
Lombardia Capital Partners
California
$604K +$102K +1,779 +18%
Swiss National Bank
71
Swiss National Bank
Switzerland
$598K
Acadian Asset Management
72
Acadian Asset Management
Massachusetts
$548K -$775K -13,510 -56%
CS
73
Credit Suisse
Switzerland
$548K +$273K +4,763 +84%
BG
74
BlackRock Group
United Kingdom
$530K -$7.69K -134 -1%
US Bancorp
75
US Bancorp
Minnesota
$500K -$56.2K -980 -9%