Hyster-Yale Materials Handling
131 hedge funds and large institutions have $613M invested in Hyster-Yale Materials Handling in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 56 reducing their positions, and 9 closing their positions.
29% more capital invested
Capital invested by funds: $475M → $613M (+$138M)
1.64% more ownership
Funds ownership: 73.26% → 74.9% (+1.6%)
0% more funds holding
Funds holding: 131 → 131 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
1% less call options, than puts
Call options by funds: $7.07M | Put options by funds: $7.14M
32% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$14.8M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$10.3M |
| 3 |
WC
Walthausen & Co
Malta,
New York
|
+$4.94M |
| 4 |
DVM
Dreman Value Management
West Palm Beach,
Florida
|
+$4.66M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Snow Capital Management
Sewickley,
Pennsylvania
|
-$4.58M |
| 2 |
Millennium Management
New York
|
-$3.64M |
| 3 |
RA
Royce & Associates
New York
|
-$2.89M |
| 4 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$2.39M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Federated Hermes
Pittsburgh,
Pennsylvania
| $4K | -$21.2K | -374 | -85% |
|
|
CHP
127
Cable Hill Partners
Portland,
Oregon
| $4K | – | – | – |
|
|
DA
128
Denali Advisors
San Diego,
California
| $4K | – | – | – |
|
|
ASN
129
Advisory Services Network
Atlanta,
Georgia
| $3K | +$1.02K | +18 | +72% |
|
130
Loomis, Sayles & Company
Boston,
Massachusetts
| $1K | – | – | – |
|
|
SCM
131
Snow Capital Management
Sewickley,
Pennsylvania
| – | -$4.58M | -87,333 | Closed |
|
132
Two Sigma Investments
New York
| – | -$690K | -13,153 | Closed |
|
|
LA
133
Lucus Advisors
New York
| – | -$409K | -7,793 | Closed |
|
|
CIC
134
Cornercap Investment Counsel
Atlanta,
Georgia
| – | -$393K | -7,495 | Closed |
|
|
SCM
135
Stevens Capital Management
Radnor,
Pennsylvania
| – | -$209K | -3,990 | Closed |
|
|
TRCT
136
Tower Research Capital (TRC)
New York
| – | -$17K | -330 | Closed |
|
|
BJ
137
BlackRock Japan
Tokyo,
Japan
| – | -$9K | -175 | Closed |
|
|
NMIS
138
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| – | -$6K | -105 | Closed |
|
|
IA
139
IFP Advisors
Tampa,
Florida
| – | -$3K | -50 | Closed |
|
HY Hedge Fund Activity: Q1 2016 in Review
131 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q1 2016, worth a combined $613M — up 29% from $475M a quarter earlier.
Fund positioning in HY was balanced in Q1 2016: 9 funds opened new positions, 9 closed out, 38 added to existing stakes and 56 trimmed.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $14.8M. The largest seller was Snow Capital Management, exiting entirely with an estimated $4.58M sold.
- 131 institutional investors held Hyster-Yale Materials Handling (HY) as of Q1 2016, unchanged from Q4 2015.
- Funds reported $613M of Hyster-Yale Materials Handling stock for Q1 2016, up 29% quarter-over-quarter.
- 9 funds opened new Hyster-Yale Materials Handling positions in Q1 2016 and 9 closed out, a net change of 0 holders.
- The largest Hyster-Yale Materials Handling buyer in Q1 2016 was Fuller & Thaler Asset Management, an estimated $14.8M added.
- The largest Hyster-Yale Materials Handling seller in Q1 2016 was Snow Capital Management, an estimated $4.58M sold.
Based on aggregated 13F filings for Q1 2016.