Hyster-Yale Materials Handling
134 hedge funds and large institutions have $538M invested in Hyster-Yale Materials Handling in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 18 closing their positions.
2.38% less ownership
Funds ownership: 71.33% → 68.95% (-2.4%)
6% less funds holding
Funds holding: 142 → 134 (-8)
7% less capital invested
Capital invested by funds: $580M → $538M (-$42.7M)
15% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 48
33% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 18
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.11M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.65M |
| 2 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$3.07M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.5M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$1.37M |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$11.1M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$2.92M |
| 3 |
ACM
Argent Capital Management
St Louis,
Missouri
|
-$2.82M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$2.38M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Envestnet Asset Management
Chicago,
Illinois
| – | -$2K | -24 | Closed |
|
HY Hedge Fund Activity: Q3 2018 in Review
134 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2018, worth a combined $538M — down 7.4% from $580M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of HY and 12 opened new positions — a net loss of 6 holders — while 48 trimmed existing stakes and 41 added.
The largest buyer was Vanguard Group, adding an estimated $4.65M. The largest seller was PNC Financial Services Group, cutting an estimated $11.1M.
- 134 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2018, down from 142 in Q2 2018.
- Funds reported $538M of Hyster-Yale Materials Handling stock for Q3 2018, down 7.4% quarter-over-quarter.
- 12 funds opened new Hyster-Yale Materials Handling positions in Q3 2018 and 18 closed out, a net change of -6 holders.
- The largest Hyster-Yale Materials Handling buyer in Q3 2018 was Vanguard Group, an estimated $4.65M added.
- The largest Hyster-Yale Materials Handling seller in Q3 2018 was PNC Financial Services Group, an estimated $11.1M sold.
Based on aggregated 13F filings for Q3 2018.