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Hyster-Yale Materials Handling
HY

159 hedge funds and large institutions have $659M invested in Hyster-Yale Materials Handling in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $2.24M | Put options by funds: $1.41M

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

1% less funds holding

Funds holding: 160 → 159 (-1)

3.96% less ownership

Funds ownership: 77.21% → 73.25% (-4%)

7% less capital invested

Capital invested by funds: $706M → $659M (-$47.8M)

22% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 58

Holders
159
Holders Change
-1
Holders Change %
-0.63%
% of All Funds
4.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
45
Reduced
58
Closed
23
Calls
$2.24M
Puts
$1.41M
Net Calls
+$827K
Net Calls Change
+$2.22M

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$7.54M
2
GAM
Gotham Asset Management
New York
+$6.61M
3
MDCM
Morgan Dempsey Capital Management
Wisconsin
+$4.97M
4
QI
QS Investors
New York
+$4.84M
5
BFA
BlackRock Fund Advisors
California
+$3.04M

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$47.8M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$5.99M
3
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
-$4.89M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$4.83M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
HHC
76
Hutchin Hill Capital
New York
$1.14M +$1.15M +15,500 New
KS
77
Karpas Strategies
Connecticut
$1.13M -$151K -2,030 -12%
Federated Hermes
78
Federated Hermes
Pennsylvania
$1.07M -$15.7K -211 -1%
TA
79
Teachers Advisors
New York
$1.06M – – –
AIM
80
Allen Investment Management
New York
$1.01M -$56.5K -759 -5%
BG
81
BlackRock Group
United Kingdom
$1M -$153K -2,061 -13%
Renaissance Technologies
82
Renaissance Technologies
New York
$974K -$946K -12,700 -49%
Prudential Financial
83
Prudential Financial
New Jersey
$856K -$1.99M -26,780 -70%
ACM
84
Argent Capital Management
Missouri
$856K +$871K +11,700 New
Ohio Public Employees Retirement System (OPERS)
85
Ohio Public Employees Retirement System (OPERS)
Ohio
$822K +$92.5K +1,242 +12%
RhumbLine Advisers
86
RhumbLine Advisers
Massachusetts
$769K -$39.1K -525 -5%
CMANY
87
Capital Management Associates (New York)
New York
$732K – – –
US Bancorp
88
US Bancorp
Minnesota
$732K +$736K +9,885 +9,414%
SO
89
STRS Ohio
Ohio
$717K – – –
Swiss National Bank
90
Swiss National Bank
Switzerland
$717K – – –
LCP
91
Lombardia Capital Partners
California
$674K -$111K -1,485 -14%
American Century Companies
92
American Century Companies
Missouri
$653K -$1.66M -22,314 -71%
TRSOTSOK
93
Teachers Retirement System of the State of Kentucky
Kentucky
$645K – – –
Two Sigma Advisers
94
Two Sigma Advisers
New York
$590K +$253K +3,400 +73%
Wells Fargo
95
Wells Fargo
California
$582K -$20K -268 -3%
SIM
96
Strategic Investment Management
Virginia
$576K +$124K +1,660 +27%
MLICM
97
Metropolitan Life Insurance Company (MetLife)
New York
$573K – – –
EMG
98
Ellington Management Group
Connecticut
$534K +$544K +7,300 New
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$528K – – –
CIP
100
Convergence Investment Partners
Florida
$528K +$537K +7,208 New
2 3
4
5 6

HY Hedge Fund Activity: Q4 2014 in Review

159 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q4 2014, worth a combined $659M — down 6.8% from $706M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HY positions and 23 closed out — a net gain of 3 holders — while 45 added to existing stakes and 58 trimmed.

The largest buyer was Franklin Resources, adding an estimated $7.54M. The largest seller was PNC Financial Services Group, cutting an estimated $47.8M.

  • 159 institutional investors held Hyster-Yale Materials Handling (HY) as of Q4 2014, down from 160 in Q3 2014.
  • Funds reported $659M of Hyster-Yale Materials Handling stock for Q4 2014, down 6.8% quarter-over-quarter.
  • 26 funds opened new Hyster-Yale Materials Handling positions in Q4 2014 and 23 closed out, a net change of +3 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q4 2014 was Franklin Resources, an estimated $7.54M added.
  • The largest Hyster-Yale Materials Handling seller in Q4 2014 was PNC Financial Services Group, an estimated $47.8M sold.

Based on aggregated 13F filings for Q4 2014.