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Hyster-Yale Materials Handling
HY

159 hedge funds and large institutions have $659M invested in Hyster-Yale Materials Handling in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $2.24M | Put options by funds: $1.41M

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

1% less funds holding

Funds holding: 160 → 159 (-1)

3.96% less ownership

Funds ownership: 77.21% → 73.25% (-4%)

7% less capital invested

Capital invested by funds: $706M → $659M (-$47.8M)

22% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 58

Holders
159
Holders Change
-1
Holders Change %
-0.63%
% of All Funds
4.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
45
Reduced
58
Closed
23
Calls
$2.24M
Puts
$1.41M
Net Calls
+$827K
Net Calls Change
+$2.22M

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$7.54M
2
GAM
Gotham Asset Management
New York
+$6.61M
3
MDCM
Morgan Dempsey Capital Management
Wisconsin
+$4.97M
4
QI
QS Investors
New York
+$4.84M
5
BFA
BlackRock Fund Advisors
California
+$3.04M

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$47.8M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$5.99M
3
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
-$4.89M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$4.83M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
101
Citadel Advisors
Florida
$499K -$866K -11,630 -63%
AIG
102
American International Group
New York
$473K -$19.1K -256 -4%
OAC
103
OMERS Administration Corp
Ontario, Canada
$468K +$477K +6,400 New
UBS Group
104
UBS Group
Switzerland
$465K +$472K +6,346 New
LA
105
Lucus Advisors
New York
$460K +$468K +6,287 New
PGIM
106
Pacific Global Investment Management
California
$423K -$596 -8 -0.1%
GCP
107
GSA Capital Partners
United Kingdom
$421K +$429K +5,756 New
BG
108
Bahl & Gaynor
Ohio
$417K +$17.9K +241 +4%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$394K – – –
Los Angeles Capital Management
110
Los Angeles Capital Management
California
$390K -$35.4K -475 -8%
Capital Fund Management (CFM)
111
Capital Fund Management (CFM)
France
$366K +$372K +5,000 New
CONA
112
Capital One National Association
New York
$357K +$11.6K +156 +3%
CIC
113
Cornercap Investment Counsel
Georgia
$337K +$343K +4,605 New
MAM
114
Martingale Asset Management
Massachusetts
$327K -$358K -4,803 -52%
VKH
115
Virtu KCG Holdings
New York
$325K +$331K +4,445 New
AG
116
Aperio Group
California
$308K +$93.1K +1,250 +42%
SCM
117
Stevens Capital Management
Pennsylvania
$291K +$296K +3,972 New
Citigroup
118
Citigroup
New York
$267K +$165K +2,221 +155%
WSCM
119
Wellington Shields Capital Management
New York
$264K – – –
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$256K – – –
NYLIM
121
New York Life Investment Management
New York
$248K -$63.1K -847 -20%
VIA
122
Vident Investment Advisory
Georgia
$242K +$246K +3,303 New
QI
123
Quotient Investors
New York
$234K – – –
BFEC
124
Benjamin F. Edwards & Company
Missouri
$220K – – –
WCM
125
Weik Capital Management
Pennsylvania
$220K – – –
3 4
5
6 7

HY Hedge Fund Activity: Q4 2014 in Review

159 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q4 2014, worth a combined $659M — down 6.8% from $706M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HY positions and 23 closed out — a net gain of 3 holders — while 45 added to existing stakes and 58 trimmed.

The largest buyer was Franklin Resources, adding an estimated $7.54M. The largest seller was PNC Financial Services Group, cutting an estimated $47.8M.

  • 159 institutional investors held Hyster-Yale Materials Handling (HY) as of Q4 2014, down from 160 in Q3 2014.
  • Funds reported $659M of Hyster-Yale Materials Handling stock for Q4 2014, down 6.8% quarter-over-quarter.
  • 26 funds opened new Hyster-Yale Materials Handling positions in Q4 2014 and 23 closed out, a net change of +3 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q4 2014 was Franklin Resources, an estimated $7.54M added.
  • The largest Hyster-Yale Materials Handling seller in Q4 2014 was PNC Financial Services Group, an estimated $47.8M sold.

Based on aggregated 13F filings for Q4 2014.