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Hyster-Yale Materials Handling
HY

149 hedge funds and large institutions have $685M invested in Hyster-Yale Materials Handling in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $397K

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

71% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 35

9% more capital invested

Capital invested by funds: $627M → $685M (+$58.3M)

8% more funds holding

Funds holding: 138 → 149 (+11)

0.32% more ownership

Funds ownership: 71.18% → 71.5% (+0.32%)

Holders
149
Holders Change
+11
Holders Change %
+7.97%
% of All Funds
3.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
60
Reduced
35
Closed
11
Calls
$1.42M
Puts
$397K
Net Calls
+$1.02M
Net Calls Change
-$1.02M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$7.73M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$4.67M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$4.13M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.04M
5
NI
Numeric Investors
Massachusetts
+$2.88M

Top Sellers

1
SCM
Shapiro Capital Management
Georgia
-$14.8M
2
Millennium Management
Millennium Management
New York
-$7.36M
3
Northern Trust
Northern Trust
Illinois
-$7.3M
4
DCM
Driehaus Capital Management
Illinois
-$3.9M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$3.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
HHC
76
Hutchin Hill Capital
New York
$795K -$105K -1,500 -13%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$774K +$140 +2 +0%
MAM
78
Martingale Asset Management
Massachusetts
$735K +$674K +9,606 New
OAM
79
Oxford Asset Management
United Kingdom
$645K +$591K +8,422 New
Macquarie Group
80
Macquarie Group
Australia
$639K +$587K +8,360 New
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$604K -$16.1K -230 -3%
US Bancorp
82
US Bancorp
Minnesota
$559K -$57.3K -816 -10%
AP
83
AHL Partners
United Kingdom
$557K +$512K +7,293 New
MLICM
84
Metropolitan Life Insurance Company (MetLife)
New York
$549K – – –
Citadel Advisors
85
Citadel Advisors
Florida
$541K +$496K +7,070 New
AIG
86
American International Group
New York
$529K +$36.4K +518 +8%
GAM
87
Gotham Asset Management
New York
$515K +$473K +6,740 New
Millennium Management
88
Millennium Management
New York
$444K -$7.36M -104,819 -95%
KeyBank National Association
89
KeyBank National Association
Ohio
$423K – – –
Balyasny Asset Management
90
Balyasny Asset Management
Illinois
$415K +$381K +5,434 New
Grantham, Mayo, Van Otterloo & Co (GMO)
91
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$383K +$351K +5,006 New
OAC
92
OMERS Administration Corp
Ontario, Canada
$367K +$70.2K +1,000 +26%
HI
93
HBK Investments
Texas
$357K +$328K +4,668 New
VOYA Investment Management
94
VOYA Investment Management
Georgia
$343K – – –
PGIM
95
Pacific Global Investment Management
California
$332K – – –
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$332K – – –
CI
97
Cigna Investments
Connecticut
$325K +$299K +4,263 New
FQ
98
First Quadrant
California
$313K +$266K +3,784 +1,194%
Prudential Financial
99
Prudential Financial
New Jersey
$310K +$57.6K +820 +25%
ARTA
100
A.R.T. Advisors
New York
$302K +$278K +3,963 New
2 3
4
5 6

HY Hedge Fund Activity: Q3 2017 in Review

149 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2017, worth a combined $685M — up 9.3% from $627M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HY positions and 11 closed out — a net gain of 13 holders — while 60 added to existing stakes and 35 trimmed.

The largest buyer was Norges Bank, adding an estimated $7.73M. The largest seller was Shapiro Capital Management, exiting entirely with an estimated $14.8M sold.

  • 149 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2017, up from 138 in Q2 2017.
  • Funds reported $685M of Hyster-Yale Materials Handling stock for Q3 2017, up 9.3% quarter-over-quarter.
  • 24 funds opened new Hyster-Yale Materials Handling positions in Q3 2017 and 11 closed out, a net change of +13 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q3 2017 was Norges Bank, an estimated $7.73M added.
  • The largest Hyster-Yale Materials Handling seller in Q3 2017 was Shapiro Capital Management, an estimated $14.8M sold.

Based on aggregated 13F filings for Q3 2017.