Hyster-Yale Materials Handling
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$29.6M |
| 2 |
DIA
Denver Investment Advisors
Denver,
Colorado
|
+$21.6M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$6.01M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.55M |
| 5 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$3.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$18.4M |
| 2 |
WC
Walthausen & Co
Malta,
New York
|
-$11.1M |
| 3 |
IAM
Impala Asset Management
Palm Beach,
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 |
|
|---|---|---|---|---|---|
|
GCP
176
GSA Capital Partners
London,
United Kingdom
| – | -$393K | -4,442 | Closed |
|
|
EMG
177
Ellington Management Group
Old Greenwich,
Connecticut
| – | -$310K | -3,500 | Closed |
|
|
SM
178
Seminole Management
New York
| – | -$283K | -3,200 | Closed |
|
|
BCM
179
Bridgeway Capital Management
Houston,
Texas
| – | -$261K | -2,950 | Closed |
|
|
VFA
180
Virtus Fund Advisers
Hartford,
Connecticut
| – | -$78K | -877 | Closed |
|
181
Creative Planning
Overland Park,
Kansas
| – | -$18K | -200 | Closed |
|
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.