Hyster-Yale Materials Handling
142 hedge funds and large institutions have $580M invested in Hyster-Yale Materials Handling in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 52 reducing their positions, and 18 closing their positions.
0.31% less ownership
Funds ownership: 71.64% → 71.33% (-0.31%)
7% less funds holding
Funds holding: 152 → 142 (-10)
8% less capital invested
Capital invested by funds: $634M → $580M (-$53.6M)
13% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 52
39% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 18
61% less call options, than puts
Call options by funds: $218K | Put options by funds: $559K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$3.35M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.64M |
| 3 |
BlackRock
New York
|
+$2.55M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.4M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$2.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QV Investors
Calgary,
Alberta, Canada
|
-$3.25M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$3.2M |
| 3 |
Man Group
London,
United Kingdom
|
-$2.85M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$2.3M |
| 5 |
CNBT
Canandaigua National Bank & Trust
Canandaigua,
New York
|
-$1.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Los Angeles Capital Management
Los Angeles,
California
| – | -$215K | -3,068 | Closed |
|
|
WCM
152
Weik Capital Management
Wyomissing,
Pennsylvania
| – | -$210K | -3,000 | Closed |
|
153
SG Americas Securities
New York
| – | -$164K | -2,342 | Closed |
|
154
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| – | -$63K | -900 | Closed |
|
155
Simplex Trading
Chicago,
Illinois
| – | -$27K | -388 | Closed |
|
156
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$9K | -125 | Closed |
|
|
GT
157
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$7K | -91 | Closed |
|
158
Parallax Volatility Advisers
San Francisco,
California
| – | -$6K | -80 | Closed |
|
HY Hedge Fund Activity: Q2 2018 in Review
142 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q2 2018, worth a combined $580M — down 8.5% from $634M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of HY and 11 opened new positions — a net loss of 7 holders — while 52 trimmed existing stakes and 45 added.
The largest buyer was Diamond Hill Capital Management, adding an estimated $3.35M. The largest seller was QV Investors, cutting an estimated $3.25M.
- 142 institutional investors held Hyster-Yale Materials Handling (HY) as of Q2 2018, down from 152 in Q1 2018.
- Funds reported $580M of Hyster-Yale Materials Handling stock for Q2 2018, down 8.5% quarter-over-quarter.
- 11 funds opened new Hyster-Yale Materials Handling positions in Q2 2018 and 18 closed out, a net change of -7 holders.
- The largest Hyster-Yale Materials Handling buyer in Q2 2018 was Diamond Hill Capital Management, an estimated $3.35M added.
- The largest Hyster-Yale Materials Handling seller in Q2 2018 was QV Investors, an estimated $3.25M sold.
Based on aggregated 13F filings for Q2 2018.