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Hyster-Yale Materials Handling

150 hedge funds and large institutions have $863M invested in Hyster-Yale Materials Handling in 2013 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

44% more capital invested

Capital invested by funds: $599M → $863M (+$263M)

14% more funds holding

Funds holding: 132150 (+18)

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

0.33% more ownership

Funds ownership: 76.16%76.49% (+0.33%)

46% less call options, than puts

Call options by funds: $2.61M | Put options by funds: $4.81M

Holders
150
Holders Change
+18
Holders Change %
+13.64%
% of All Funds
4.86%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
30
Increased
51
Reduced
46
Closed
10
Calls
$2.61M
Puts
$4.81M
Net Calls
-$2.2M
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$95.8M -$8.56M -111,764 -9%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$77.8M +$429K +5,606 +0.7%
LSV Asset Management
3
LSV Asset Management
Illinois
$73.2M -$995K -12,986 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$52.1M +$9.92M +129,496 +29%
Northern Trust
5
Northern Trust
Illinois
$30.6M +$283K +3,696 +1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$26.2M -$1.39M -18,128 -6%
WC
7
Walthausen & Co
New York
$25.8M +$2.3M +30,050 +12%
BIT
8
BlackRock Institutional Trust
California
$25.4M +$91.6K +1,195 +0.4%
BFA
9
BlackRock Fund Advisors
California
$24.3M +$2.48M +32,353 +14%
IAM
10
Impala Asset Management
Florida
$24M -$2.32M -30,255 -10%
State Street
11
State Street
Massachusetts
$21.3M +$260K +3,393 +1%
Franklin Resources
12
Franklin Resources
California
$21.3M
JP Morgan Chase
13
JP Morgan Chase
New York
$18.4M +$493K +6,436 +3%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$17.7M +$1.99M +25,963 +15%
Ameriprise
15
Ameriprise
Minnesota
$16.5M +$11.8M +154,651 +533%
NI
16
Numeric Investors
Massachusetts
$16.3M -$3.2M -41,724 -19%
Capital Research Global Investors
17
Capital Research Global Investors
California
$15.1M
Bank of New York Mellon
18
Bank of New York Mellon
New York
$13.3M +$459K +5,996 +4%
Morgan Stanley
19
Morgan Stanley
New York
$13.1M -$5.33M -69,599 -32%
AllianceBernstein
20
AllianceBernstein
Tennessee
$11.8M -$5.15M -67,183 -34%
Diamond Hill Capital Management
21
Diamond Hill Capital Management
Ohio
$11.2M -$5.75K -75 -0.1%
Prudential Financial
22
Prudential Financial
New Jersey
$10.9M +$2.18M +28,500 +31%
Norges Bank
23
Norges Bank
Norway
$9.58M
PAM
24
Panagora Asset Management
Massachusetts
$9.47M -$4.02M -52,532 -33%
QBFM
25
QS Batterymarch Financial Management
New York
$9.32M -$15.3K -200 -0.2%