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Hyster-Yale Materials Handling
HY

150 hedge funds and large institutions have $773M invested in Hyster-Yale Materials Handling in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

449% more call options, than puts

Call options by funds: $1.5M | Put options by funds: $273K

13% more capital invested

Capital invested by funds: $685M → $773M (+$87.6M)

8% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 48

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

0.76% more ownership

Funds ownership: 71.5% → 72.26% (+0.76%)

1% more funds holding

Funds holding: 149 → 150 (+1)

Holders
150
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
3.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
52
Reduced
48
Closed
22
Calls
$1.5M
Puts
$273K
Net Calls
+$1.23M
Net Calls Change
+$202K

Top Buyers

Rank Fund Capital Flow
1
MCM
Matarin Capital Management
New York
+$8.22M
2
Deutsche Bank
Deutsche Bank
Germany
+$7.24M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$6.82M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.7M
5
NI
Numeric Investors
Massachusetts
+$2.63M

Top Sellers

Rank Fund Capital Flow
1
NFA
Nationwide Fund Advisors
Ohio
-$4.84M
2
PI
Putnam Investments
Massachusetts
-$4.18M
3
NAP
New Amsterdam Partners
New York
-$3.74M
4
Norges Bank
Norges Bank
Norway
-$3.56M
5
GCP
GSA Capital Partners
United Kingdom
-$2.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
101
Globeflex Capital
California
$321K +$310K +3,768 New
HI
102
HBK Investments
Texas
$315K -$79.6K -968 -21%
Comerica Bank
103
Comerica Bank
Texas
$306K +$6.25K +76 +2%
Legal & General Group
104
Legal & General Group
United Kingdom
$304K +$494 +6 +0.2%
Nisa Investment Advisors
105
Nisa Investment Advisors
Missouri
$298K – – –
MLICM
106
Metropolitan Life Insurance Company (MetLife)
New York
$296K -$304K -3,700 -52%
AG
107
Aperio Group
California
$284K – – –
D.E. Shaw & Co
108
D.E. Shaw & Co
New York
$273K +$264K +3,206 New
Los Angeles Capital Management
109
Los Angeles Capital Management
California
$261K – – –
BFEC
110
Benjamin F. Edwards & Company
Missouri
$255K – – –
WCM
111
Weik Capital Management
Pennsylvania
$255K – – –
Teacher Retirement System of Texas
112
Teacher Retirement System of Texas
Texas
$240K +$231K +2,813 New
HSBC Holdings
113
HSBC Holdings
United Kingdom
$233K +$225K +2,740 New
BCM
114
Bridgeway Capital Management
Texas
$230K – – –
Barclays
115
Barclays
United Kingdom
$229K +$60.2K +732 +37%
UBS Group
116
UBS Group
Switzerland
$204K -$54K -656 -22%
Victory Capital Management
117
Victory Capital Management
Texas
$203K +$16.9K +206 +9%
ZCM
118
Zebra Capital Management
Connecticut
$203K +$196K +2,384 New
IOOF
119
Independent Order of Foresters
Ontario, Canada
$166K -$68.3K -830 -30%
Parallax Volatility Advisers
120
Parallax Volatility Advisers
California
$136K +$131K +1,596 New
MOS
121
MGO One Seven
Ohio
$133K +$128K +1,560 New
LTFS
122
Ladenburg Thalmann Financial Services
Florida
$104K -$247 -3 -0.2%
Acadian Asset Management
123
Acadian Asset Management
Massachusetts
$100K – – –
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$85K – – –
Canada Life
125
Canada Life
Manitoba, Canada
$83K – – –
3 4
5
6 7

HY Hedge Fund Activity: Q4 2017 in Review

150 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q4 2017, worth a combined $773M — up 13% from $685M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HY positions and 22 closed out — a net gain of 1 holder — while 52 added to existing stakes and 48 trimmed.

The largest buyer was Matarin Capital Management, opening a new position worth an estimated $8.22M. The largest seller was Nationwide Fund Advisors, exiting entirely with an estimated $4.84M sold.

  • 150 institutional investors held Hyster-Yale Materials Handling (HY) as of Q4 2017, up from 149 in Q3 2017.
  • Funds reported $773M of Hyster-Yale Materials Handling stock for Q4 2017, up 13% quarter-over-quarter.
  • 23 funds opened new Hyster-Yale Materials Handling positions in Q4 2017 and 22 closed out, a net change of +1 holder.
  • The largest Hyster-Yale Materials Handling buyer in Q4 2017 was Matarin Capital Management, an estimated $8.22M added.
  • The largest Hyster-Yale Materials Handling seller in Q4 2017 was Nationwide Fund Advisors, an estimated $4.84M sold.

Based on aggregated 13F filings for Q4 2017.