Hyster-Yale Materials Handling
120 hedge funds and large institutions have $507M invested in Hyster-Yale Materials Handling in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 48 reducing their positions, and 14 closing their positions.
69% more call options, than puts
Call options by funds: $408K | Put options by funds: $242K
0.41% less ownership
Funds ownership: 72.2% → 71.79% (-0.41%)
8% less funds holding
Funds holding: 130 → 120 (-10)
12% less capital invested
Capital invested by funds: $574M → $507M (-$66.4M)
21% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 48
36% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$38.4M |
| 2 |
MOACM
Mutual of America Capital Management
New York
|
+$3.24M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$2.46M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.28M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$3.22M |
| 2 |
JP Morgan Chase
New York
|
-$2.92M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$2.67M |
| 4 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$1.3M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
HSBC Holdings
London,
United Kingdom
| – | -$267K | -4,186 | Closed |
|
|
AG
127
Aperio Group
Sausalito,
California
| – | -$223K | -3,503 | Closed |
|
128
Creative Planning
Overland Park,
Kansas
| – | -$64K | -1,000 | Closed |
|
|
EWM
129
Evercore Wealth Management
New York
| – | -$57K | -900 | Closed |
|
130
Simplex Trading
Chicago,
Illinois
| – | -$16K | -264 | Closed |
|
|
TRCT
131
Tower Research Capital (TRC)
New York
| – | -$14K | -225 | Closed |
|
|
CIA
132
Cascade Investment Advisors
Oregon City,
Oregon
| – | -$1.59K | -25 | Closed |
|
133
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$364 | +6 | New |
|
HY Hedge Fund Activity: Q1 2017 in Review
120 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q1 2017, worth a combined $507M — down 12% from $574M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of HY and 9 opened new positions — a net loss of 5 holders — while 48 trimmed existing stakes and 38 added.
The largest buyer was BlackRock, adding an estimated $38.4M. The largest seller was LSV Asset Management, cutting an estimated $3.22M.
- 120 institutional investors held Hyster-Yale Materials Handling (HY) as of Q1 2017, down from 130 in Q4 2016.
- Funds reported $507M of Hyster-Yale Materials Handling stock for Q1 2017, down 12% quarter-over-quarter.
- 9 funds opened new Hyster-Yale Materials Handling positions in Q1 2017 and 14 closed out, a net change of -5 holders.
- The largest Hyster-Yale Materials Handling buyer in Q1 2017 was BlackRock, an estimated $38.4M added.
- The largest Hyster-Yale Materials Handling seller in Q1 2017 was LSV Asset Management, an estimated $3.22M sold.
Based on aggregated 13F filings for Q1 2017.