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Hyster-Yale Materials Handling

150 hedge funds and large institutions have $863M invested in Hyster-Yale Materials Handling in 2013 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

44% more capital invested

Capital invested by funds: $599M → $863M (+$263M)

14% more funds holding

Funds holding: 132150 (+18)

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

0.33% more ownership

Funds ownership: 76.16%76.49% (+0.33%)

46% less call options, than puts

Call options by funds: $2.61M | Put options by funds: $4.81M

Holders
150
Holders Change
+18
Holders Change %
+13.64%
% of All Funds
4.86%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
30
Increased
51
Reduced
46
Closed
10
Calls
$2.61M
Puts
$4.81M
Net Calls
-$2.2M
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
PGIM
101
Pacific Global Investment Management
California
$504K
VKH
102
Virtu KCG Holdings
New York
$494K +$422K +5,514 New
IAM
103
Integre Asset Management
New York
$490K +$1.84K +24 +0.4%
SCM
104
Sterling Capital Management
North Carolina
$488K -$57.6K -752 -12%
CONA
105
Capital One National Association
New York
$472K -$10.7K -140 -3%
FCH
106
Freestone Capital Holdings
Washington
$451K +$809K +10,563 New
Bank of America
107
Bank of America
North Carolina
$419K -$280K -3,650 -44%
William Blair & Company
108
William Blair & Company
Illinois
$414K +$355K +4,633 New
CAM
109
Cortina Asset Management
Wisconsin
$394K +$336K +4,389 New
SCA
110
SAC Capital Advisors
Connecticut
$391K +$334K +4,357 New
Barclays
111
Barclays
United Kingdom
$390K -$217K -2,830 -39%
VOYA Investment Management
112
VOYA Investment Management
Georgia
$378K
NPPM
113
North Point Portfolio Managers
Ohio
$341K
GT
114
Glenmede Trust
Pennsylvania
$340K +$17.6K +230 +6%
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$314K
Citadel Advisors
116
Citadel Advisors
Florida
$311K +$266K +3,474 New
KeyBank National Association
117
KeyBank National Association
Ohio
$305K
Principal Financial Group
118
Principal Financial Group
Iowa
$301K -$16.9K -221 -6%
U
119
UBS
Switzerland
$297K +$88.3K +1,152 +53%
QI
120
Quotient Investors
New York
$287K
BFEC
121
Benjamin F. Edwards & Company
Missouri
$269K
WCM
122
Weik Capital Management
Pennsylvania
$269K +$230K +3,000 New
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$267K -$34.2K -447 -13%
BCM
124
Bridgeway Capital Management
Texas
$265K +$226K +2,950 New
FWCM
125
Ferguson Wellman Capital Management
Oregon
$257K +$220K +2,870 New