We are live on ! Find out more
HY icon

Hyster-Yale Materials Handling

159 hedge funds and large institutions have $875M invested in Hyster-Yale Materials Handling in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 52

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% more funds holding

Funds holding: 158159 (+1)

0.19% more ownership

Funds ownership: 76.87%77.06% (+0.19%)

9% less capital invested

Capital invested by funds: $961M → $875M (-$85.9M)

61% less call options, than puts

Call options by funds: $1.17M | Put options by funds: $3M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
159
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
4.57%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
61
Reduced
52
Closed
17
Calls
$1.17M
Puts
$3M
Net Calls
-$1.83M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
SM
126
Seminole Management
New York
$283K +$290K +3,200 New
WFM
127
Wilmington Funds Management
Delaware
$275K +$282K +3,106 New
QI
128
Quotient Investors
New York
$274K -$9.07K -100 -3%
BFEC
129
Benjamin F. Edwards & Company
Missouri
$266K
WCM
130
Weik Capital Management
Pennsylvania
$266K
BCM
131
Bridgeway Capital Management
Texas
$261K +$22.7K +250 +9%
UBS AM
132
UBS AM
Illinois
$257K
AG
133
Aperio Group
California
$248K +$4.54K +50 +2%
BG
134
BlackRock Group
United Kingdom
$231K +$181K +1,992 +319%
LTFS
135
Ladenburg Thalmann Financial Services
Florida
$203K
PCM
136
Prelude Capital Management
New York
$133K +$81.7K +900 +150%
BJ
137
BlackRock Japan
Japan
$117K -$92.9K -1,024 -44%
IMS
138
Index Management Solutions
Pennsylvania
$104K +$74.1K +817 +227%
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$89K
Canada Life
140
Canada Life
Manitoba, Canada
$86K +$62.9K +693 +246%
VFA
141
Virtus Fund Advisers
Connecticut
$78K +$79.6K +877 New
TRCT
142
Tower Research Capital (TRC)
New York
$76K +$68.3K +753 +753%
PSC
143
Prentiss Smith & Co
Vermont
$58K
FQ
144
First Quadrant
California
$53K
Teacher Retirement System of Texas
145
Teacher Retirement System of Texas
Texas
$31K
BlackRock
146
BlackRock
New York
$29K -$3.08K -34 -9%
DOA
147
D'Orazio & Associates
Virginia
$27K
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$24K +$24.5K +270 New
Creative Planning
149
Creative Planning
Kansas
$18K
WT
150
Whittier Trust
California
$15K