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Hyster-Yale Materials Handling
HY

160 hedge funds and large institutions have $706M invested in Hyster-Yale Materials Handling in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

1% more funds holding

Funds holding: 159 → 160 (+1)

0.15% more ownership

Funds ownership: 77.06% → 77.21% (+0.15%)

16% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 58

19% less capital invested

Capital invested by funds: $875M → $706M (-$168M)

58% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $2.41M

Holders
160
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
4.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
49
Reduced
58
Closed
22
Calls
$1.01M
Puts
$2.41M
Net Calls
-$1.4M
Net Calls Change
+$437K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.6M
2
DIA
Denver Investment Advisors
Colorado
+$21.6M
3
Northern Trust
Northern Trust
Illinois
+$6.01M
4
Ameriprise
Ameriprise
Minnesota
+$4.55M
5
UOC
UBS O'Connor
Illinois
+$3.93M

Top Sellers

Rank Fund Capital Flow
1
NI
Numeric Investors
Massachusetts
-$18.4M
2
WC
Walthausen & Co
New York
-$11.1M
3
IAM
Impala Asset Management
Florida
-$6.92M
4
GAM
Gotham Asset Management
New York
-$6.79M
5
RA
Royce & Associates
New York
-$6.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
151
US Bancorp
Minnesota
$8K +$8.36K +105 New
LWM
152
LBA Wealth Management
Florida
$8K +$9.08K +114 New
WF
153
WealthTrust Fairport
Ohio
$7K – – –
WCM
154
Wealthcare Capital Management
Virginia
$4K +$4.22K +53 New
DA
155
Denali Advisors
California
$2K – – –
PIA
156
Piedmont Investment Advisors
North Carolina
$1.79K – – –
WA
157
WealthTrust-Arizona
Arizona
$1K – – –
Manulife (Manufacturers Life Insurance)
158
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$480 +$18.1K +227 +4%
PMAM
159
Picton Mahoney Asset Management
Ontario, Canada
$64 -$1.1M -13,800 -94%
NI
160
Numeric Investors
Massachusetts
– -$18.4M -208,317 Closed
WC
161
Walthausen & Co
New York
– -$11.1M -125,430 Closed
IAM
162
Impala Asset Management
Florida
– -$6.92M -78,179 Closed
GAM
163
Gotham Asset Management
New York
– -$6.79M -76,735 Closed
BNP Paribas Asset Management
164
BNP Paribas Asset Management
France
– -$5.9M -66,588 Closed
SCM
165
Sterling Capital Management
North Carolina
– -$1.63M -18,449 Closed
EI
166
EAM Investors
California
– -$1.23M -13,938 Closed
AI
167
Analytic Investors
California
– -$1.2M -13,591 Closed
Millennium Management
168
Millennium Management
New York
– -$1.08M -12,246 Closed
ARC
169
Absolute Return Capital
Massachusetts
– -$757K -8,548 Closed
CIP
170
Convergence Investment Partners
Florida
– -$635K -7,175 Closed
NBC
171
Neuberger Berman Canada
Ontario, Canada
– -$629K -7,100 Closed
HCM
172
Highbridge Capital Management
New York
– -$614K -6,944 Closed
SCM
173
Stevens Capital Management
Pennsylvania
– -$505K -5,701 Closed
CRM
174
Cramer Rosenthal McGlynn
Connecticut
– -$443K -5,000 Closed
CIC
175
Cornercap Investment Counsel
Georgia
– -$407K -4,600 Closed
4 5 6
7
8

HY Hedge Fund Activity: Q3 2014 in Review

160 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2014, worth a combined $706M — down 19% from $875M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HY positions and 22 closed out — a net gain of 2 holders — while 49 added to existing stakes and 58 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $29.6M. The largest seller was Numeric Investors, exiting entirely with an estimated $18.4M sold.

  • 160 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2014, up from 159 in Q2 2014.
  • Funds reported $706M of Hyster-Yale Materials Handling stock for Q3 2014, down 19% quarter-over-quarter.
  • 24 funds opened new Hyster-Yale Materials Handling positions in Q3 2014 and 22 closed out, a net change of +2 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q3 2014 was Fidelity Investments, an estimated $29.6M added.
  • The largest Hyster-Yale Materials Handling seller in Q3 2014 was Numeric Investors, an estimated $18.4M sold.

Based on aggregated 13F filings for Q3 2014.