Hyster-Yale Materials Handling
149 hedge funds and large institutions have $685M invested in Hyster-Yale Materials Handling in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 35 reducing their positions, and 11 closing their positions.
258% more call options, than puts
Call options by funds: $1.42M | Put options by funds: $397K
118% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 11
71% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 35
9% more capital invested
Capital invested by funds: $627M → $685M (+$58.3M)
8% more funds holding
Funds holding: 138 → 149 (+11)
0.32% more ownership
Funds ownership: 71.18% → 71.5% (+0.32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$7.73M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$4.67M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$4.13M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.04M |
| 5 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$2.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
-$14.8M |
| 2 |
Millennium Management
New York
|
-$7.36M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$7.3M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$3.9M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$3.82M |
HY Hedge Fund Activity: Q3 2017 in Review
149 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2017, worth a combined $685M — up 9.3% from $627M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new HY positions and 11 closed out — a net gain of 13 holders — while 60 added to existing stakes and 35 trimmed.
The largest buyer was Norges Bank, adding an estimated $7.73M. The largest seller was Shapiro Capital Management, exiting entirely with an estimated $14.8M sold.
- 149 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2017, up from 138 in Q2 2017.
- Funds reported $685M of Hyster-Yale Materials Handling stock for Q3 2017, up 9.3% quarter-over-quarter.
- 24 funds opened new Hyster-Yale Materials Handling positions in Q3 2017 and 11 closed out, a net change of +13 holders.
- The largest Hyster-Yale Materials Handling buyer in Q3 2017 was Norges Bank, an estimated $7.73M added.
- The largest Hyster-Yale Materials Handling seller in Q3 2017 was Shapiro Capital Management, an estimated $14.8M sold.
Based on aggregated 13F filings for Q3 2017.