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Hyster-Yale Materials Handling
HY

160 hedge funds and large institutions have $706M invested in Hyster-Yale Materials Handling in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

1% more funds holding

Funds holding: 159 → 160 (+1)

0.15% more ownership

Funds ownership: 77.06% → 77.21% (+0.15%)

16% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 58

19% less capital invested

Capital invested by funds: $875M → $706M (-$168M)

58% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $2.41M

Holders
160
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
4.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
49
Reduced
58
Closed
22
Calls
$1.01M
Puts
$2.41M
Net Calls
-$1.4M
Net Calls Change
+$437K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.6M
2
DIA
Denver Investment Advisors
Colorado
+$21.6M
3
Northern Trust
Northern Trust
Illinois
+$6.01M
4
Ameriprise
Ameriprise
Minnesota
+$4.55M
5
UOC
UBS O'Connor
Illinois
+$3.93M

Top Sellers

Rank Fund Capital Flow
1
NI
Numeric Investors
Massachusetts
-$18.4M
2
WC
Walthausen & Co
New York
-$11.1M
3
IAM
Impala Asset Management
Florida
-$6.92M
4
GAM
Gotham Asset Management
New York
-$6.79M
5
RA
Royce & Associates
New York
-$6.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
101
Invesco
Georgia
$531K -$3.13M -39,318 -84%
PP
102
PDT Partners
New York
$530K +$589K +7,400 New
State Board of Administration of Florida Retirement System
103
State Board of Administration of Florida Retirement System
Florida
$517K -$19.1K -240 -3%
AIG
104
American International Group
New York
$481K -$398 -5 -0.1%
Deutsche Bank
105
Deutsche Bank
Germany
$464K -$398 -5 -0.1%
SIM
106
Strategic Investment Management
Virginia
$445K +$99.3K +1,247 +25%
Los Angeles Capital Management
107
Los Angeles Capital Management
California
$416K -$30.5K -383 -6%
PGIM
108
Pacific Global Investment Management
California
$415K -$6.21K -78 -1%
D.E. Shaw & Co
109
D.E. Shaw & Co
New York
$393K +$159K +2,000 +57%
BG
110
Bahl & Gaynor
Ohio
$390K +$434K +5,448 New
VOYA Investment Management
111
VOYA Investment Management
Georgia
$385K – – –
SIM
112
Spark Investment Management
New York
$365K -$1.7M -21,400 -81%
OSAM
113
O'Shaughnessy Asset Management
Connecticut
$353K -$95.5K -1,199 -20%
CONA
114
Capital One National Association
New York
$338K -$43.6K -548 -10%
Two Sigma Advisers
115
Two Sigma Advisers
New York
$333K +$371K +4,655 New
SIM
116
SSI Investment Management
California
$318K +$95.6K +1,200 +37%
NYLIM
117
New York Life Investment Management
New York
$304K – – –
Two Sigma Investments
118
Two Sigma Investments
New York
$300K +$334K +4,190 New
ProShare Advisors
119
ProShare Advisors
Maryland
$293K -$73.4K -921 -18%
WSCM
120
Wellington Shields Capital Management
New York
$258K -$804K -10,100 -74%
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
$251K – – –
M&T Bank
122
M&T Bank
New York
$236K +$263K +3,301 New
QI
123
Quotient Investors
New York
$229K +$7.96K +100 +3%
BFEC
124
Benjamin F. Edwards & Company
Missouri
$215K – – –
WCM
125
Weik Capital Management
Pennsylvania
$215K – – –
3 4
5
6 7

HY Hedge Fund Activity: Q3 2014 in Review

160 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2014, worth a combined $706M — down 19% from $875M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HY positions and 22 closed out — a net gain of 2 holders — while 49 added to existing stakes and 58 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $29.6M. The largest seller was Numeric Investors, exiting entirely with an estimated $18.4M sold.

  • 160 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2014, up from 159 in Q2 2014.
  • Funds reported $706M of Hyster-Yale Materials Handling stock for Q3 2014, down 19% quarter-over-quarter.
  • 24 funds opened new Hyster-Yale Materials Handling positions in Q3 2014 and 22 closed out, a net change of +2 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q3 2014 was Fidelity Investments, an estimated $29.6M added.
  • The largest Hyster-Yale Materials Handling seller in Q3 2014 was Numeric Investors, an estimated $18.4M sold.

Based on aggregated 13F filings for Q3 2014.