Hyster-Yale Materials Handling
154 hedge funds and large institutions have $912M invested in Hyster-Yale Materials Handling in 2013 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 45 reducing their positions, and 19 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 45
21% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 19
6% more capital invested
Capital invested by funds: $863M → $912M (+$48.3M)
3% more funds holding
Funds holding: 150 → 154 (+4)
0.72% more ownership
Funds ownership: 76.49% → 77.21% (+0.72%)
39% less call options, than puts
Call options by funds: $3.19M | Put options by funds: $5.27M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$16.8M |
| 2 |
MLIM
Mountain Lake Investment Management
Boca Raton,
Florida
|
+$5.29M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.11M |
| 4 |
GAM
Gotham Asset Management
New York
|
+$4.98M |
| 5 |
Axa
Paris,
France
|
+$4.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$15.1M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$7.61M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$6.43M |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$5.14M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$4.64M |
HY Hedge Fund Activity: Q4 2013 in Review
154 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q4 2013, worth a combined $912M — up 5.6% from $863M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new HY positions and 19 closed out — a net gain of 4 holders — while 59 added to existing stakes and 45 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $16.8M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $15.1M sold.
- 154 institutional investors held Hyster-Yale Materials Handling (HY) as of Q4 2013, up from 150 in Q3 2013.
- Funds reported $912M of Hyster-Yale Materials Handling stock for Q4 2013, up 5.6% quarter-over-quarter.
- 23 funds opened new Hyster-Yale Materials Handling positions in Q4 2013 and 19 closed out, a net change of +4 holders.
- The largest Hyster-Yale Materials Handling buyer in Q4 2013 was Guggenheim Capital, an estimated $16.8M added.
- The largest Hyster-Yale Materials Handling seller in Q4 2013 was Capital Research Global Investors, an estimated $15.1M sold.
Based on aggregated 13F filings for Q4 2013.