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.
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 (+$264M)
14% more funds holding
Funds holding: 132 → 150 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.8M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.92M |
| 3 |
WAM
Winslow Asset Management
Beachwood,
Ohio
|
+$4.6M |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$4.5M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$3.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Third Avenue Management
New York
|
-$11.7M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$8.56M |
| 3 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
-$6.74M |
| 4 |
Morgan Stanley
New York
|
-$5.33M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$5.15M |
HY Hedge Fund Activity: Q3 2013 in Review
150 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2013, worth a combined $863M — up 44% from $599M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new HY positions and 10 closed out — a net gain of 20 holders — while 51 added to existing stakes and 46 trimmed.
The largest buyer was Ameriprise, adding an estimated $11.8M. The largest seller was Third Avenue Management, exiting entirely with an estimated $11.7M sold.
- 150 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2013, up from 132 in Q2 2013.
- Funds reported $863M of Hyster-Yale Materials Handling stock for Q3 2013, up 44% quarter-over-quarter.
- 30 funds opened new Hyster-Yale Materials Handling positions in Q3 2013 and 10 closed out, a net change of +20 holders.
- The largest Hyster-Yale Materials Handling buyer in Q3 2013 was Ameriprise, an estimated $11.8M added.
- The largest Hyster-Yale Materials Handling seller in Q3 2013 was Third Avenue Management, an estimated $11.7M sold.
Based on aggregated 13F filings for Q3 2013.