We are live on ! Find out more
HY icon

Hyster-Yale Materials Handling

149 hedge funds and large institutions have $685M invested in Hyster-Yale Materials Handling in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $397K

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

71% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 35

9% more capital invested

Capital invested by funds: $627M → $685M (+$58.3M)

8% more funds holding

Funds holding: 138149 (+11)

0.32% more ownership

Funds ownership: 71.18%71.5% (+0.32%)

Holders
149
Holders Change
+11
Holders Change %
+7.97%
% of All Funds
3.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
60
Reduced
35
Closed
11
Calls
$1.42M
Puts
$397K
Net Calls
+$1.02M
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
DTL
151
Dynamic Technology Lab
Singapore
-$1.03M -14,682 Closed
TC
152
TFS Capital
Pennsylvania
-$968K -13,786 Closed
ZIM
153
Zacks Investment Management
Illinois
-$890K -12,671 Closed
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
-$613K -8,735 Closed
FA
155
FDx Advisors
Illinois
-$226K -3,220 Closed
AIM
156
Acrospire Investment Management
Illinois
-$66K -933 Closed
PCM
157
Prelude Capital Management
New York
-$59K -837 Closed
PAM
158
Panagora Asset Management
Massachusetts
-$43K -614 Closed

HY Hedge Fund Activity: Q3 2017 in Review

149 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2017, worth a combined $685M — up 9.3% from $627M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HY positions and 11 closed out — a net gain of 13 holders — while 60 added to existing stakes and 35 trimmed.

The largest buyer was Norges Bank, adding an estimated $7.73M. The largest seller was Shapiro Capital Management, exiting entirely with an estimated $14.8M sold.

  • 149 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2017, up from 138 in Q2 2017.
  • Funds reported $685M of Hyster-Yale Materials Handling stock for Q3 2017, up 9.3% quarter-over-quarter.
  • 24 funds opened new Hyster-Yale Materials Handling positions in Q3 2017 and 11 closed out, a net change of +13 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q3 2017 was Norges Bank, an estimated $7.73M added.
  • The largest Hyster-Yale Materials Handling seller in Q3 2017 was Shapiro Capital Management, an estimated $14.8M sold.

Based on aggregated 13F filings for Q3 2017.