Hyster-Yale Materials Handling
155 hedge funds and large institutions have $603M invested in Hyster-Yale Materials Handling in 2015 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 58 reducing their positions, and 15 closing their positions.
2% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 58
2.27% less ownership
Funds ownership: 72.77% → 70.5% (-2.3%)
3% less funds holding
Funds holding: 159 → 155 (-4)
8% less capital invested
Capital invested by funds: $658M → $603M (-$55.1M)
20% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 15
22% less call options, than puts
Call options by funds: $1.52M | Put options by funds: $1.95M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QV Investors
Calgary,
Alberta, Canada
|
+$15.1M |
| 2 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
+$10.7M |
| 3 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$3.49M |
| 4 |
SCM
Snow Capital Management
Sewickley,
Pennsylvania
|
+$3.07M |
| 5 |
MCM
Matarin Capital Management
New York
|
+$2.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$19.8M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$7.93M |
| 3 |
GAM
Gotham Asset Management
New York
|
-$5.61M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$3.26M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$3.11M |
HY Hedge Fund Activity: Q2 2015 in Review
155 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q2 2015, worth a combined $603M — down 8.4% from $658M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of HY and 12 opened new positions — a net loss of 3 holders — while 58 trimmed existing stakes and 57 added.
The largest buyer was QV Investors, opening a new position worth an estimated $15.1M. The largest seller was Fidelity Investments, cutting an estimated $19.8M.
- 155 institutional investors held Hyster-Yale Materials Handling (HY) as of Q2 2015, down from 159 in Q1 2015.
- Funds reported $603M of Hyster-Yale Materials Handling stock for Q2 2015, down 8.4% quarter-over-quarter.
- 12 funds opened new Hyster-Yale Materials Handling positions in Q2 2015 and 15 closed out, a net change of -3 holders.
- The largest Hyster-Yale Materials Handling buyer in Q2 2015 was QV Investors, an estimated $15.1M added.
- The largest Hyster-Yale Materials Handling seller in Q2 2015 was Fidelity Investments, an estimated $19.8M sold.
Based on aggregated 13F filings for Q2 2015.