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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
AIP
126
Ameritas Investment Partners
Nebraska
$77K – – –
New York State Teachers Retirement System (NYSTRS)
127
New York State Teachers Retirement System (NYSTRS)
New York
$77K – – –
PSC
128
Prentiss Smith & Co
Vermont
$76K -$27.7K -337 -28%
PWM
129
Paulson Wealth Management
Illinois
$76K +$73.4K +892 New
TRCT
130
Tower Research Capital (TRC)
New York
$62K +$741 +9 +1%
MAM
131
Meeder Asset Management
Ohio
$45K +$2.47K +30 +6%
MA
132
MUFG Americas
New York
$39K -$3.29K -40 -8%
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$29K – – –
AG
134
Advisor Group
Arizona
$23K -$18.2K -221 -45%
RQS
135
Ramsey Quantitative Systems
Kentucky
$23K +$22.3K +271 New
DCM
136
Delpha Capital Management
New York
$22K +$21.1K +256 New
IA
137
IFP Advisors
Florida
$20K -$28.7K -349 -60%
SEI Investments
138
SEI Investments
Pennsylvania
$19K – – –
HNB
139
Huntington National Bank
Ohio
$17K – – –
WT
140
Whittier Trust
California
$13K – – –
GT
141
Glenmede Trust
Pennsylvania
$7K +$7.49K +91 New
FMA
142
FNY Managed Accounts
New York
$6K -$20K -243 -75%
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.26K – – –
QI
144
QS Investors
New York
$3K +$3.21K +39 New
Royal Bank of Canada
145
Royal Bank of Canada
Ontario, Canada
$2K -$66.6K -809 -98%
DA
146
Denali Advisors
California
$2K – – –
PCP
147
Proficio Capital Partners
Massachusetts
$1K -$82 -1 -10%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
Envestnet Asset Management
149
Envestnet Asset Management
Illinois
$1K +$1.32K +16 New
NFA
150
Nationwide Fund Advisors
Ohio
– -$4.84M -63,274 Closed
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.