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Hyster-Yale Materials Handling

130 hedge funds and large institutions have $574M invested in Hyster-Yale Materials Handling in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 56 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

410% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $338K

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

5% more capital invested

Capital invested by funds: $545M → $574M (+$28.8M)

4% more funds holding

Funds holding: 125130 (+5)

0.88% less ownership

Funds ownership: 73.08%72.2% (-0.88%)

39% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 56

Holders
130
Holders Change
+5
Holders Change %
+4%
% of All Funds
3.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
34
Reduced
56
Closed
7
Calls
$1.72M
Puts
$338K
Net Calls
+$1.39M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMH
76
Cornerstone Capital Management Holdings
New York
$516K +$499K +8,100 New
MLICM
77
Metropolitan Life Insurance Company (MetLife)
New York
$458K
AP
78
AHL Partners
United Kingdom
$452K +$437K +7,093 New
Victory Capital Management
79
Victory Capital Management
Texas
$423K -$28K -454 -6%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$419K +$2.28K +37 +0.6%
Wolverine Trading
81
Wolverine Trading
Illinois
$405K +$134K +2,176 +52%
OAC
82
OMERS Administration Corp
Ontario, Canada
$383K -$73.9K -1,200 -17%
BC
83
Barnett & Company
Tennessee
$365K -$47.7K -775 -12%
KeyBank National Association
84
KeyBank National Association
Ohio
$353K
ZCM
85
Zebra Capital Management
Connecticut
$348K -$708K -11,499 -68%
AIG
86
American International Group
New York
$346K -$924 -15 -0.3%
BA
87
BlackRock Advisors
Delaware
$336K -$697K -11,326 -68%
Los Angeles Capital Management
88
Los Angeles Capital Management
California
$321K
Two Sigma Investments
89
Two Sigma Investments
New York
$315K -$362K -5,882 -54%
Ameriprise
90
Ameriprise
Minnesota
$306K -$37.6K -610 -11%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$293K
PGIM
92
Pacific Global Investment Management
California
$277K -$18.6K -302 -6%
MC
93
Menta Capital
California
$274K +$265K +4,300 New
HSBC Holdings
94
HSBC Holdings
United Kingdom
$267K +$258K +4,186 New
VOYA Investment Management
95
VOYA Investment Management
Georgia
$230K -$21.9K -356 -9%
AG
96
Aperio Group
California
$223K -$15.3K -248 -7%
Nisa Investment Advisors
97
Nisa Investment Advisors
Missouri
$223K
Legal & General Group
98
Legal & General Group
United Kingdom
$208K +$114K +1,854 +132%
IOOF
99
Independent Order of Foresters
Ontario, Canada
$196K
BFEC
100
Benjamin F. Edwards & Company
Missouri
$191K

HY Hedge Fund Activity: Q4 2016 in Review

130 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q4 2016, worth a combined $574M — up 5.3% from $545M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new HY positions and 7 closed out — a net gain of 6 holders — while 34 added to existing stakes and 56 trimmed.

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $3.08M. The largest seller was Brandywine Global Investment Management, cutting an estimated $4.6M.

  • 130 institutional investors held Hyster-Yale Materials Handling (HY) as of Q4 2016, up from 125 in Q3 2016.
  • Funds reported $574M of Hyster-Yale Materials Handling stock for Q4 2016, up 5.3% quarter-over-quarter.
  • 13 funds opened new Hyster-Yale Materials Handling positions in Q4 2016 and 7 closed out, a net change of +6 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q4 2016 was Kennedy Capital Management, an estimated $3.08M added.
  • The largest Hyster-Yale Materials Handling seller in Q4 2016 was Brandywine Global Investment Management, an estimated $4.6M sold.

Based on aggregated 13F filings for Q4 2016.