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Hyster-Yale Materials Handling
HY

149 hedge funds and large institutions have $685M invested in Hyster-Yale Materials Handling in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $397K

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

71% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 35

9% more capital invested

Capital invested by funds: $627M → $685M (+$58.3M)

8% more funds holding

Funds holding: 138 → 149 (+11)

0.32% more ownership

Funds ownership: 71.18% → 71.5% (+0.32%)

Holders
149
Holders Change
+11
Holders Change %
+7.97%
% of All Funds
3.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
60
Reduced
35
Closed
11
Calls
$1.42M
Puts
$397K
Net Calls
+$1.02M
Net Calls Change
-$1.02M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$7.73M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$4.67M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$4.13M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.04M
5
NI
Numeric Investors
Massachusetts
+$2.88M

Top Sellers

1
SCM
Shapiro Capital Management
Georgia
-$14.8M
2
Millennium Management
Millennium Management
New York
-$7.36M
3
Northern Trust
Northern Trust
Illinois
-$7.3M
4
DCM
Driehaus Capital Management
Illinois
-$3.9M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$3.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
51
Invesco
Georgia
$1.67M +$61.7K +879 +4%
JIC
52
Johnson Investment Counsel
Ohio
$1.63M – – –
MDCM
53
Morgan Dempsey Capital Management
Wisconsin
$1.63M +$23.9K +340 +2%
MWNA
54
Marshall Wace North America
New York
$1.59M +$268K +3,816 +22%
CCMH
55
Cornerstone Capital Management Holdings
New York
$1.54M +$1.29M +18,400 +1,062%
Deutsche Bank
56
Deutsche Bank
Germany
$1.5M -$999K -14,229 -42%
SAM
57
Shell Asset Management
Netherlands
$1.45M -$35.1K -500 -3%
CIP
58
Convergence Investment Partners
Florida
$1.42M +$1.3M +18,520 New
TCM
59
Tributary Capital Management
Nebraska
$1.41M +$1.29M +18,400 New
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$1.29M +$1.18M +16,868 New
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$1.26M -$122K -1,738 -10%
Ohio Public Employees Retirement System (OPERS)
62
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.22M -$5.05K -72 -0.4%
BG
63
Bahl & Gaynor
Ohio
$1.2M +$166K +2,370 +18%
IA
64
IndexIQ Advisors
New York
$1.18M +$491K +6,994 +84%
KS
65
Karpas Strategies
Connecticut
$1.16M – – –
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$1.14M – – –
Swiss National Bank
67
Swiss National Bank
Switzerland
$1.08M – – –
CS
68
Credit Suisse
Switzerland
$1.05M +$499K +7,111 +108%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$1.04M +$856K +12,193 +886%
AllianceBernstein
70
AllianceBernstein
Tennessee
$1.03M – – –
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$963K +$5.62K +80 +0.6%
SF
72
Synovus Financial
Georgia
$947K +$19.8K +282 +2%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$925K – – –
Wells Fargo
74
Wells Fargo
California
$846K +$235K +3,354 +43%
SO
75
STRS Ohio
Ohio
$833K +$154K +2,200 +25%
1 2
3
4 5

HY Hedge Fund Activity: Q3 2017 in Review

149 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2017, worth a combined $685M — up 9.3% from $627M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HY positions and 11 closed out — a net gain of 13 holders — while 60 added to existing stakes and 35 trimmed.

The largest buyer was Norges Bank, adding an estimated $7.73M. The largest seller was Shapiro Capital Management, exiting entirely with an estimated $14.8M sold.

  • 149 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2017, up from 138 in Q2 2017.
  • Funds reported $685M of Hyster-Yale Materials Handling stock for Q3 2017, up 9.3% quarter-over-quarter.
  • 24 funds opened new Hyster-Yale Materials Handling positions in Q3 2017 and 11 closed out, a net change of +13 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q3 2017 was Norges Bank, an estimated $7.73M added.
  • The largest Hyster-Yale Materials Handling seller in Q3 2017 was Shapiro Capital Management, an estimated $14.8M sold.

Based on aggregated 13F filings for Q3 2017.