Hyster-Yale Materials Handling
125 hedge funds and large institutions have $545M invested in Hyster-Yale Materials Handling in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 11 closing their positions.
44% more call options, than puts
Call options by funds: $648K | Put options by funds: $450K
0% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 43
1% less capital invested
Capital invested by funds: $553M → $545M (-$8.2M)
1.6% less ownership
Funds ownership: 74.68% → 73.08% (-1.6%)
2% less funds holding
Funds holding: 128 → 125 (-3)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Top Buyers
| 1 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$7.27M |
| 2 |
QI
QV Investors
Calgary,
Alberta, Canada
|
+$5.67M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.87M |
| 4 |
Goldman Sachs
New York
|
+$1.23M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.13M |
Top Sellers
| 1 |
DIA
Denver Investment Advisors
Denver,
Colorado
|
-$15.2M |
| 2 |
WC
Walthausen & Co
Malta,
New York
|
-$3.2M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$3.08M |
| 4 |
B
Barings
Charlotte,
North Carolina
|
-$2.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
B
126
Barings
Charlotte,
North Carolina
| – | -$2.7M | -45,400 | Closed |
|
127
Renaissance Technologies
New York
| – | -$607K | -10,200 | Closed |
|
|
DTL
128
Dynamic Technology Lab
Singapore
| – | -$547K | -9,193 | Closed |
|
|
MC
129
Menta Capital
San Francisco,
California
| – | -$527K | -8,853 | Closed |
|
130
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$199K | -3,515 | -100% |
|
131
Acadian Asset Management
Boston,
Massachusetts
| – | -$179K | -3,002 | Closed |
|
132
Teacher Retirement System of Texas
Austin,
Texas
| – | -$72K | -1,213 | Closed |
|
133
Creative Planning
Overland Park,
Kansas
| – | -$12K | -200 | Closed |
|
|
CHP
134
Cable Hill Partners
Portland,
Oregon
| – | -$4K | -58 | Closed |
|
|
ASN
135
Advisory Services Network
Atlanta,
Georgia
| – | -$3K | -43 | Closed |
|
HY Hedge Fund Activity: Q3 2016 in Review
125 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2016, worth a combined $545M — down 1.5% from $553M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of HY and 9 opened new positions — a net loss of 2 holders — while 43 trimmed existing stakes and 43 added.
The largest buyer was Brandywine Global Investment Management, adding an estimated $7.27M. The largest seller was Denver Investment Advisors, exiting entirely with an estimated $15.2M sold.
- 125 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2016, down from 128 in Q2 2016.
- Funds reported $545M of Hyster-Yale Materials Handling stock for Q3 2016, down 1.5% quarter-over-quarter.
- 9 funds opened new Hyster-Yale Materials Handling positions in Q3 2016 and 11 closed out, a net change of -2 holders.
- The largest Hyster-Yale Materials Handling buyer in Q3 2016 was Brandywine Global Investment Management, an estimated $7.27M added.
- The largest Hyster-Yale Materials Handling seller in Q3 2016 was Denver Investment Advisors, an estimated $15.2M sold.
Based on aggregated 13F filings for Q3 2016.