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Hyster-Yale Materials Handling
HY

Overview Fund Activity

130 hedge funds and large institutions have $574M invested in Hyster-Yale Materials Handling in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 56 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+5
Holders Change %
+4%
% of All Funds
3.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
34
Reduced
56
Closed
7
Calls
$1.72M
Puts
$338K
Net Calls
+$1.39M
Net Calls Change
+$1.19M

Top Buyers

1
KCM
1
Kennedy Capital Management
Missouri
$3.19M
2
BFA
2
BlackRock Fund Advisors
California
$18.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$38.3M
4
SCM
4
Shapiro Capital Management
Georgia
$35.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.8M

Top Sellers

1
BGIM
1
Brandywine Global Investment Management
Pennsylvania
$6.56M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.7M
3
Northern Trust
3
Northern Trust
Illinois
$21.4M
4
Prudential Financial
4
Prudential Financial
New Jersey
$916K
5
CFMC
5
Curbstone Financial Management Corp
New Hampshire
$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
51
Johnson Investment Counsel
Ohio
$1.36M – – –
First Trust Advisors
52
First Trust Advisors
Illinois
$1.35M +$1.35M +21,095 New
SAM
53
Shell Asset Management
Netherlands
$1.33M -$11.7K -183 -0.9%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$1.24M -$31.9K -500 -3%
CYG
55
Clean Yield Group
Vermont
$1.19M -$328K -5,140 -22%
Citigroup
56
Citigroup
New York
$1.12M +$39.7K +622 +4%
Deutsche Bank
57
Deutsche Bank
Germany
$1.1M -$319K -5,012 -22%
Invesco
58
Invesco
Georgia
$1.05M +$56.6K +888 +6%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$995K – – –
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$987K – – –
KS
61
Karpas Strategies
Connecticut
$966K – – –
TA
62
Teachers Advisors
New York
$960K +$33.5K +526 +4%
AllianceBernstein
63
AllianceBernstein
Tennessee
$921K – – –
Prudential Financial
64
Prudential Financial
New Jersey
$916K -$2.26M -35,382 -71%
Swiss National Bank
65
Swiss National Bank
Switzerland
$899K – – –
CS
66
Credit Suisse
Switzerland
$849K -$37.3K -586 -4%
AQR Capital Management
67
AQR Capital Management
Connecticut
$831K -$311K -4,881 -27%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$830K -$12.6K -197 -1%
BG
69
BlackRock Group
United Kingdom
$767K +$24.1K +378 +3%
SO
70
STRS Ohio
Ohio
$746K -$57.4K -900 -7%
BG
71
Bahl & Gaynor
Ohio
$691K +$110K +1,725 +19%
VRS
72
Virginia Retirement Systems
Virginia
$587K +$587K +9,200 New
SF
73
Synovus Financial
Georgia
$583K -$156K -2,449 -21%
Millennium Management
74
Millennium Management
New York
$536K +$129K +2,018 +32%
US Bancorp
75
US Bancorp
Minnesota
$521K -$3.07K -48 -0.6%
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3
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