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Hyster-Yale Materials Handling
HY

Overview Fund Activity

142 hedge funds and large institutions have $580M invested in Hyster-Yale Materials Handling in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-10
Holders Change %
-6.58%
% of All Funds
3.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
45
Reduced
52
Closed
18
Calls
$218K
Puts
$559K
Net Calls
-$341K
Net Calls Change
+$724K

Top Buyers

1
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$3.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$2.44M
3
BlackRock
BlackRock
New York
+$2.36M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.22M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$1.91M

Top Sellers

1
QI
QV Investors
Alberta, Canada
-$3.01M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$2.96M
3
Man Group
Man Group
United Kingdom
-$2.63M
4
American Century Companies
American Century Companies
Missouri
-$2.13M
5
CNBT
Canandaigua National Bank & Trust
New York
-$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
51
Invesco
Georgia
$1.4M -$34.2K -532 -2%
JIC
52
Johnson Investment Counsel
Ohio
$1.37M – – –
TCM
53
Tributary Capital Management
Nebraska
$1.36M – – –
Ohio Public Employees Retirement System (OPERS)
54
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.32M +$5.2K +81 +0.4%
First Trust Advisors
55
First Trust Advisors
Illinois
$1.25M +$281K +4,378 +29%
SAM
56
Shell Asset Management
Netherlands
$1.16M -$62.2K -969 -5%
AAA
57
Adams Asset Advisors
Texas
$1.11M +$1.11M +17,254 New
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$1.1M -$201K -3,121 -15%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$1.07M – – –
BG
60
Bahl & Gaynor
Ohio
$1.07M +$16.6K +258 +2%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$1.02M +$11.8K +184 +1%
MAM
62
Martingale Asset Management
Massachusetts
$1.02M +$359K +5,587 +55%
KeyBank National Association
63
KeyBank National Association
Ohio
$1.01M – – –
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$975K – – –
AIM
65
Assured Investment Management
New York
$959K -$523K -8,137 -35%
KS
66
Karpas Strategies
Connecticut
$935K -$38.6K -600 -4%
Swiss National Bank
67
Swiss National Bank
Switzerland
$906K – – –
SO
68
STRS Ohio
Ohio
$848K +$103K +1,600 +14%
MDCM
69
Morgan Dempsey Capital Management
Wisconsin
$758K -$68K -1,058 -8%
SF
70
Synovus Financial
Georgia
$724K -$18.5K -288 -2%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$724K +$51.2K +796 +8%
SLG
72
Stanley-Laman Group
Pennsylvania
$712K +$95.4K +1,486 +15%
ZCM
73
Zebra Capital Management
Connecticut
$676K +$676K +10,516 New
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$653K +$707 +11 +0.1%
Man Group
75
Man Group
United Kingdom
$645K -$2.63M -40,972 -80%
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