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Hyster-Yale Materials Handling
HY

150 hedge funds and large institutions have $773M invested in Hyster-Yale Materials Handling in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

449% more call options, than puts

Call options by funds: $1.5M | Put options by funds: $273K

13% more capital invested

Capital invested by funds: $685M → $773M (+$87.6M)

8% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 48

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

0.76% more ownership

Funds ownership: 71.5% → 72.26% (+0.76%)

1% more funds holding

Funds holding: 149 → 150 (+1)

Holders
150
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
3.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
52
Reduced
48
Closed
22
Calls
$1.5M
Puts
$273K
Net Calls
+$1.23M
Net Calls Change
+$202K

Top Buyers

Rank Fund Capital Flow
1
MCM
Matarin Capital Management
New York
+$8.22M
2
Deutsche Bank
Deutsche Bank
Germany
+$7.24M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$6.82M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.7M
5
NI
Numeric Investors
Massachusetts
+$2.63M

Top Sellers

Rank Fund Capital Flow
1
NFA
Nationwide Fund Advisors
Ohio
-$4.84M
2
PI
Putnam Investments
Massachusetts
-$4.18M
3
NAP
New Amsterdam Partners
New York
-$3.74M
4
Norges Bank
Norges Bank
Norway
-$3.56M
5
GCP
GSA Capital Partners
United Kingdom
-$2.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
SO
76
STRS Ohio
Ohio
$860K -$65.8K -800 -7%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$853K +$730K +8,875 +781%
Hotchkis & Wiley Capital Management
78
Hotchkis & Wiley Capital Management
California
$840K +$812K +9,867 New
MC
79
Menta Capital
California
$767K -$1.21M -14,733 -62%
Grantham, Mayo, Van Otterloo & Co (GMO)
80
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$718K +$282K +3,422 +68%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$679K +$5.27K +64 +0.8%
US Bancorp
82
US Bancorp
Minnesota
$643K +$20K +243 +3%
Citigroup
83
Citigroup
New York
$595K +$541K +6,572 +1,619%
AIG
84
American International Group
New York
$592K +$2.63K +32 +0.5%
Prudential Financial
85
Prudential Financial
New Jersey
$592K +$239K +2,900 +71%
GCP
86
GSA Capital Partners
United Kingdom
$581K -$2.95M -35,832 -84%
Neuberger Berman Group
87
Neuberger Berman Group
New York
$511K +$494K +6,000 New
BIM
88
Bogle Investment Management
Massachusetts
$490K +$474K +5,761 New
Macquarie Group
89
Macquarie Group
Australia
$480K -$224K -2,720 -33%
OAM
90
Oberweis Asset Management
Illinois
$465K +$200K +2,427 +80%
MIM
91
MetLife Investment Management
New Jersey
$424K +$409K +4,976 New
OAC
92
OMERS Administration Corp
Ontario, Canada
$409K – – –
THWM
93
Taylor Hoffman Wealth Management
Virginia
$391K +$377K +4,588 New
VOYA Investment Management
94
VOYA Investment Management
Georgia
$382K – – –
SRAM
95
Stone Ridge Asset Management
New York
$382K +$369K +4,483 New
PGIM
96
Pacific Global Investment Management
California
$370K +$247 +3 +0.1%
UA
97
Unison Advisors
District of Columbia
$351K +$339K +4,121 New
Two Sigma Investments
98
Two Sigma Investments
New York
$349K -$1.54M -18,748 -82%
AP
99
AHL Partners
United Kingdom
$331K -$280K -3,401 -47%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$322K -$46.9K -570 -13%
2 3
4
5 6

HY Hedge Fund Activity: Q4 2017 in Review

150 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q4 2017, worth a combined $773M — up 13% from $685M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HY positions and 22 closed out — a net gain of 1 holder — while 52 added to existing stakes and 48 trimmed.

The largest buyer was Matarin Capital Management, opening a new position worth an estimated $8.22M. The largest seller was Nationwide Fund Advisors, exiting entirely with an estimated $4.84M sold.

  • 150 institutional investors held Hyster-Yale Materials Handling (HY) as of Q4 2017, up from 149 in Q3 2017.
  • Funds reported $773M of Hyster-Yale Materials Handling stock for Q4 2017, up 13% quarter-over-quarter.
  • 23 funds opened new Hyster-Yale Materials Handling positions in Q4 2017 and 22 closed out, a net change of +1 holder.
  • The largest Hyster-Yale Materials Handling buyer in Q4 2017 was Matarin Capital Management, an estimated $8.22M added.
  • The largest Hyster-Yale Materials Handling seller in Q4 2017 was Nationwide Fund Advisors, an estimated $4.84M sold.

Based on aggregated 13F filings for Q4 2017.