We are live on ! Find out more
HY icon

Hyster-Yale Materials Handling

128 hedge funds and large institutions have $553M invested in Hyster-Yale Materials Handling in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $6.22M | Put options by funds: $6.17M

0.21% less ownership

Funds ownership: 74.9%74.68% (-0.21%)

2% less funds holding

Funds holding: 131128 (-3)

10% less capital invested

Capital invested by funds: $613M → $553M (-$60.1M)

14% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 50

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
128
Holders Change
-3
Holders Change %
-2.29%
% of All Funds
3.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
43
Reduced
50
Closed
10
Calls
$6.22M
Puts
$6.17M
Net Calls
+$46K
Net Calls Change
+$113K
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$114K -$53.4K -851 -31%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$107K -$15.4K -246 -12%
PSC
103
Prentiss Smith & Co
Vermont
$92K +$56.5K +900 +138%
Victory Capital Management
104
Victory Capital Management
Texas
$84K +$38.7K +617 +77%
Legal & General Group
105
Legal & General Group
United Kingdom
$82K
LTFS
106
Ladenburg Thalmann Financial Services
Florida
$79K -$2.01K -32 -2%
PAM
107
Panagora Asset Management
Massachusetts
$75K
Teacher Retirement System of Texas
108
Teacher Retirement System of Texas
Texas
$72K +$9.35K +149 +14%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$59K
Canada Life
110
Canada Life
Manitoba, Canada
$58K
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$41.5K +$35K +557 +398%
VanEck Associates
112
VanEck Associates
New York
$33K +$5.08K +81 +17%
SEI Investments
113
SEI Investments
Pennsylvania
$15K +$2.13K +34 +16%
HNB
114
Huntington National Bank
Ohio
$12K
WTC
115
WhitTier Trust Company
Nevada
$12K
Creative Planning
116
Creative Planning
Kansas
$12K +$12.6K +200 New
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$10K
CG
118
Cutler Group
California
$10K +$2.32K +37 +27%
WT
119
Whittier Trust
California
$9K
IA
120
IFP Advisors
Florida
$9K +$9.73K +155 New
AG
121
Advisor Group
Arizona
$6K +$7.09K +113 New
CHP
122
Cable Hill Partners
Oregon
$4K
TRCT
123
Tower Research Capital (TRC)
New York
$4K +$4.02K +64 New
ASN
124
Advisory Services Network
Georgia
$3K
DA
125
Denali Advisors
California
$3K