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Hyster-Yale Materials Handling
HY

160 hedge funds and large institutions have $706M invested in Hyster-Yale Materials Handling in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

1% more funds holding

Funds holding: 159 → 160 (+1)

0.15% more ownership

Funds ownership: 77.06% → 77.21% (+0.15%)

16% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 58

19% less capital invested

Capital invested by funds: $875M → $706M (-$168M)

58% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $2.41M

Holders
160
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
4.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
49
Reduced
58
Closed
22
Calls
$1.01M
Puts
$2.41M
Net Calls
-$1.4M
Net Calls Change
+$437K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.6M
2
DIA
Denver Investment Advisors
Colorado
+$21.6M
3
Northern Trust
Northern Trust
Illinois
+$6.01M
4
Ameriprise
Ameriprise
Minnesota
+$4.55M
5
UOC
UBS O'Connor
Illinois
+$3.93M

Top Sellers

1
NI
Numeric Investors
Massachusetts
-$18.4M
2
WC
Walthausen & Co
New York
-$11.1M
3
IAM
Impala Asset Management
Florida
-$6.92M
4
GAM
Gotham Asset Management
New York
-$6.79M
5
RA
Royce & Associates
New York
-$6.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
BG
76
BlackRock Group
United Kingdom
$1.13M +$1.05M +13,121 +502%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$1.07M -$377K -4,733 -24%
Federated Hermes
78
Federated Hermes
Pennsylvania
$1.06M -$77.7K -975 -6%
ZCM
79
Zebra Capital Management
Connecticut
$1.04M +$48.1K +604 +4%
AIM
80
Allen Investment Management
New York
$1.04M +$1.16M +14,514 New
TA
81
Teachers Advisors
New York
$1.04M +$5.34K +67 +0.5%
TC
82
TFS Capital
Pennsylvania
$840K +$935K +11,733 New
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$790K -$1.2K -15 -0.1%
LCP
84
Lombardia Capital Partners
California
$766K +$852K +10,693 New
Marshall Wace
85
Marshall Wace
United Kingdom
$750K +$116K +1,457 +16%
CMANY
86
Capital Management Associates (New York)
New York
$716K – – –
Ohio Public Employees Retirement System (OPERS)
87
Ohio Public Employees Retirement System (OPERS)
Ohio
$715K +$12.9K +162 +2%
SO
88
STRS Ohio
Ohio
$702K -$39.8K -500 -5%
Swiss National Bank
89
Swiss National Bank
Switzerland
$702K – – –
Schroder Investment Management Group
90
Schroder Investment Management Group
United Kingdom
$702K – – –
SGAM
91
Smith Group Asset Management
Texas
$668K +$311K +3,903 +72%
MAM
92
Martingale Asset Management
Massachusetts
$664K – – –
TRSOTSOK
93
Teachers Retirement System of the State of Kentucky
Kentucky
$631K +$701K +8,807 New
SH
94
SeaTown Holdings
Singapore
$599K -$276K -3,461 -29%
Wells Fargo
95
Wells Fargo
California
$589K -$456K -5,731 -41%
CS
96
Credit Suisse
Switzerland
$581K -$848K -10,642 -57%
MCM
97
Matarin Capital Management
New York
$566K -$883K -11,089 -58%
MLICM
98
Metropolitan Life Insurance Company (MetLife)
New York
$561K – – –
Tudor Investment Corp
99
Tudor Investment Corp
Connecticut
$543K +$61.7K +775 +11%
CAM
100
Cortina Asset Management
Wisconsin
$533K +$22.9K +288 +4%
2 3
4
5 6

HY Hedge Fund Activity: Q3 2014 in Review

160 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2014, worth a combined $706M — down 19% from $875M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HY positions and 22 closed out — a net gain of 2 holders — while 49 added to existing stakes and 58 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $29.6M. The largest seller was Numeric Investors, exiting entirely with an estimated $18.4M sold.

  • 160 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2014, up from 159 in Q2 2014.
  • Funds reported $706M of Hyster-Yale Materials Handling stock for Q3 2014, down 19% quarter-over-quarter.
  • 24 funds opened new Hyster-Yale Materials Handling positions in Q3 2014 and 22 closed out, a net change of +2 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q3 2014 was Fidelity Investments, an estimated $29.6M added.
  • The largest Hyster-Yale Materials Handling seller in Q3 2014 was Numeric Investors, an estimated $18.4M sold.

Based on aggregated 13F filings for Q3 2014.