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Hyster-Yale Materials Handling
HY

154 hedge funds and large institutions have $911M invested in Hyster-Yale Materials Handling in 2013 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 45 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 45

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

6% more capital invested

Capital invested by funds: $863M → $911M (+$48.5M)

3% more funds holding

Funds holding: 150 → 154 (+4)

0.72% more ownership

Funds ownership: 76.49% → 77.21% (+0.72%)

39% less call options, than puts

Call options by funds: $3.19M | Put options by funds: $5.27M

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
154
Holders Change
+4
Holders Change %
+2.67%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
23
Increased
59
Reduced
45
Closed
19
Calls
$3.19M
Puts
$5.27M
Net Calls
-$2.08M
Net Calls Change
+$119K

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$16.8M
2
MLIM
Mountain Lake Investment Management
Florida
+$5.29M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$5.11M
4
GAM
Gotham Asset Management
New York
+$4.98M
5
Axa
Axa
France
+$4.45M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$15.1M
2
Deutsche Bank
Deutsche Bank
Germany
-$7.61M
3
AL
AJO LP
Pennsylvania
-$6.43M
4
TC
TFS Capital
Pennsylvania
-$5.14M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$4.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
EI
76
EAM Investors
California
$1.28M +$99.8K +1,146 +9%
WSCM
77
Wellington Shields Capital Management
New York
$1.28M – – –
TAM
78
THB Asset Management
Connecticut
$1.25M +$6.18K +71 +0.5%
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$1.13M +$10.5K +120 +1%
CBOA
80
Commonwealth Bank of Australia
Australia
$1.04M – – –
SO
81
STRS Ohio
Ohio
$1.01M -$184K -2,114 -16%
SF
82
Synovus Financial
Georgia
$987K +$9.23K +106 +1%
Federated Hermes
83
Federated Hermes
Pennsylvania
$960K +$898K +10,305 New
CMANY
84
Capital Management Associates (New York)
New York
$932K – – –
SIC
85
Salem Investment Counselors
North Carolina
$922K – – –
Ohio Public Employees Retirement System (OPERS)
86
Ohio Public Employees Retirement System (OPERS)
Ohio
$887K +$277K +3,175 +50%
MAM
87
Martingale Asset Management
Massachusetts
$886K -$592K -6,800 -42%
Schroder Investment Management Group
88
Schroder Investment Management Group
United Kingdom
$876K -$74.9K -860 -8%
HHC
89
Hutchin Hill Capital
New York
$857K – – –
Bank of America
90
Bank of America
North Carolina
$841K +$379K +4,347 +93%
MLICM
91
Metropolitan Life Insurance Company (MetLife)
New York
$829K +$94.2K +1,081 +14%
PI
92
Putnam Investments
Massachusetts
$818K -$53K -608 -6%
GC
93
Globeflex Capital
California
$800K -$1.48K -17 -0.2%
Los Angeles Capital Management
94
Los Angeles Capital Management
California
$792K -$636K -7,300 -46%
Swiss National Bank
95
Swiss National Bank
Switzerland
$736K – – –
DC
96
Deere & Company
Illinois
$731K +$684K +7,851 New
TI
97
Turner Investments
Pennsylvania
$712K -$1.13M -12,930 -63%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$695K – – –
Wells Fargo
99
Wells Fargo
California
$691K +$67K +769 +12%
AIG
100
American International Group
New York
$651K -$6.1K -70 -1%
2 3
4
5 6

HY Hedge Fund Activity: Q4 2013 in Review

154 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q4 2013, worth a combined $911M — up 5.6% from $863M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HY positions and 19 closed out — a net gain of 4 holders — while 59 added to existing stakes and 45 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $16.8M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $15.1M sold.

  • 154 institutional investors held Hyster-Yale Materials Handling (HY) as of Q4 2013, up from 150 in Q3 2013.
  • Funds reported $911M of Hyster-Yale Materials Handling stock for Q4 2013, up 5.6% quarter-over-quarter.
  • 23 funds opened new Hyster-Yale Materials Handling positions in Q4 2013 and 19 closed out, a net change of +4 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q4 2013 was Guggenheim Capital, an estimated $16.8M added.
  • The largest Hyster-Yale Materials Handling seller in Q4 2013 was Capital Research Global Investors, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2013.