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Hyster-Yale Materials Handling
HY

125 hedge funds and large institutions have $545M invested in Hyster-Yale Materials Handling in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $648K | Put options by funds: $450K

0% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 43

1% less capital invested

Capital invested by funds: $553M → $545M (-$8.2M)

1.6% less ownership

Funds ownership: 74.68% → 73.08% (-1.6%)

2% less funds holding

Funds holding: 128 → 125 (-3)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
125
Holders Change
-3
Holders Change %
-2.34%
% of All Funds
3.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
43
Reduced
43
Closed
11
Calls
$648K
Puts
$450K
Net Calls
+$198K
Net Calls Change
+$152K

Top Buyers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
+$7.27M
2
QI
QV Investors
Alberta, Canada
+$5.67M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.87M
4
Goldman Sachs
Goldman Sachs
New York
+$1.23M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.13M

Top Sellers

1
DIA
Denver Investment Advisors
Colorado
-$15.2M
2
WC
Walthausen & Co
New York
-$3.2M
3
Northern Trust
Northern Trust
Illinois
-$3.08M
4
B
Barings
North Carolina
-$2.7M
5
Ameriprise
Ameriprise
Minnesota
-$2.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$1.2M +$11.3K +200 +1%
AQR Capital Management
52
AQR Capital Management
Connecticut
$1.08M +$327K +5,771 +48%
ZCM
53
Zebra Capital Management
Connecticut
$1.02M +$136K +2,409 +17%
Citigroup
54
Citigroup
New York
$1.01M +$815K +14,382 +574%
BA
55
BlackRock Advisors
Delaware
$998K -$137K -2,425 -13%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$938K -$51K -900 -5%
Invesco
57
Invesco
Georgia
$932K +$168K +2,958 +24%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$931K -$49.3K -871 -5%
KS
59
Karpas Strategies
Connecticut
$911K – – –
TA
60
Teachers Advisors
New York
$874K – – –
Morgan Stanley
61
Morgan Stanley
New York
$874K +$193K +3,403 +31%
AllianceBernstein
62
AllianceBernstein
Tennessee
$868K -$51K -900 -6%
Swiss National Bank
63
Swiss National Bank
Switzerland
$848K – – –
CS
64
Credit Suisse
Switzerland
$836K +$209K +3,686 +36%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$794K +$25.7K +453 +4%
SO
66
STRS Ohio
Ohio
$757K +$39.6K +700 +6%
BG
67
BlackRock Group
United Kingdom
$702K +$9.18K +162 +1%
SF
68
Synovus Financial
Georgia
$695K -$529K -9,332 -45%
Two Sigma Investments
69
Two Sigma Investments
New York
$650K +$613K +10,815 New
GCP
70
GSA Capital Partners
United Kingdom
$604K +$569K +10,049 New
BG
71
Bahl & Gaynor
Ohio
$547K +$45.9K +810 +10%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$542K -$284K -5,012 -36%
Wells Fargo
73
Wells Fargo
California
$509K -$419K -7,399 -47%
US Bancorp
74
US Bancorp
Minnesota
$493K -$19.2K -339 -4%
HCM
75
Highbridge Capital Management
New York
$468K +$441K +7,786 New
1 2
3
4 5

HY Hedge Fund Activity: Q3 2016 in Review

125 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2016, worth a combined $545M — down 1.5% from $553M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of HY and 9 opened new positions — a net loss of 2 holders — while 43 trimmed existing stakes and 43 added.

The largest buyer was Brandywine Global Investment Management, adding an estimated $7.27M. The largest seller was Denver Investment Advisors, exiting entirely with an estimated $15.2M sold.

  • 125 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2016, down from 128 in Q2 2016.
  • Funds reported $545M of Hyster-Yale Materials Handling stock for Q3 2016, down 1.5% quarter-over-quarter.
  • 9 funds opened new Hyster-Yale Materials Handling positions in Q3 2016 and 11 closed out, a net change of -2 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q3 2016 was Brandywine Global Investment Management, an estimated $7.27M added.
  • The largest Hyster-Yale Materials Handling seller in Q3 2016 was Denver Investment Advisors, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2016.