Hyster-Yale Materials Handling
126 hedge funds and large institutions have $408M invested in Hyster-Yale Materials Handling in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 12 closing their positions.
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
16% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 38
4% more funds holding
Funds holding: 121 → 126 (+5)
3% less capital invested
Capital invested by funds: $421M → $408M (-$13.9M)
1.46% less ownership
Funds ownership: 59.7% → 58.24% (-1.5%)
25% less call options, than puts
Call options by funds: $1.66M | Put options by funds: $2.22M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$3.54M |
| 2 |
BlackRock
New York
|
+$2.61M |
| 3 |
Lazard Asset Management
New York
|
+$2.2M |
| 4 |
EVC
Eidelman Virant Capital
Saint Louis,
Missouri
|
+$2.03M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$5.9M |
| 2 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$4.91M |
| 3 |
Millennium Management
New York
|
-$4.32M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4.21M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GT
126
Glenmede Trust
Philadelphia,
Pennsylvania
| $54 | – | – | – |
|
|
FP
127
Foundry Partners
Minneapolis,
Minnesota
| – | -$4.91M | -88,859 | Closed |
|
|
AAA
128
Adams Asset Advisors
Dallas,
Texas
| – | -$953K | -17,254 | Closed |
|
129
SG Americas Securities
New York
| – | -$525K | -9,496 | Closed |
|
|
MDCM
130
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| – | -$382K | -6,904 | Closed |
|
131
Renaissance Technologies
New York
| – | -$370K | -6,700 | Closed |
|
|
BCM
132
Bridgeway Capital Management
Houston,
Texas
| – | -$276K | -5,000 | Closed |
|
|
ARTA
133
A.R.T. Advisors
New York
| – | -$264K | -4,772 | Closed |
|
|
SRAM
134
Stone Ridge Asset Management
New York
| – | -$252K | -4,562 | Closed |
|
135
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$66K | -1,199 | Closed |
|
|
FPS
136
Fieldpoint Private Securities
Greenwich,
Connecticut
| – | -$18K | -326 | Closed |
|
|
MAM
137
Meeder Asset Management
Dublin,
Ohio
| – | -$9K | -168 | Closed |
|
|
PCP
138
Proficio Capital Partners
Newton,
Massachusetts
| – | -$1K | -20 | Closed |
|
HY Hedge Fund Activity: Q3 2019 in Review
126 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2019, worth a combined $408M — down 3.3% from $421M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new HY positions and 12 closed out — a net gain of 5 holders — while 44 added to existing stakes and 38 trimmed.
The largest buyer was Brandywine Global Investment Management, adding an estimated $3.54M. The largest seller was LSV Asset Management, cutting an estimated $5.9M.
- 126 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2019, up from 121 in Q2 2019.
- Funds reported $408M of Hyster-Yale Materials Handling stock for Q3 2019, down 3.3% quarter-over-quarter.
- 17 funds opened new Hyster-Yale Materials Handling positions in Q3 2019 and 12 closed out, a net change of +5 holders.
- The largest Hyster-Yale Materials Handling buyer in Q3 2019 was Brandywine Global Investment Management, an estimated $3.54M added.
- The largest Hyster-Yale Materials Handling seller in Q3 2019 was LSV Asset Management, an estimated $5.9M sold.
Based on aggregated 13F filings for Q3 2019.