Hyster-Yale Materials Handling
158 hedge funds and large institutions have $961M invested in Hyster-Yale Materials Handling in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 16 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
38% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 16
5% more capital invested
Capital invested by funds: $912M → $961M (+$49.6M)
3% more funds holding
Funds holding: 154 → 158 (+4)
0.34% less ownership
Funds ownership: 77.21% → 76.87% (-0.34%)
5% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 57
30% less call options, than puts
Call options by funds: $1M | Put options by funds: $1.43M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
+$14M |
| 2 |
RA
Royce & Associates
New York
|
+$10.5M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$4.75M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$4.19M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$3.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$11.6M |
| 2 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
-$11.1M |
| 3 |
WC
Walthausen & Co
Malta,
New York
|
-$7.23M |
| 4 |
MLIM
Mountain Lake Investment Management
Boca Raton,
Florida
|
-$5.11M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$3.7M |
HY Hedge Fund Activity: Q1 2014 in Review
158 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q1 2014, worth a combined $961M — up 5.4% from $912M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new HY positions and 16 closed out — a net gain of 6 holders — while 54 added to existing stakes and 57 trimmed.
The largest buyer was Rothschild & Co Asset Management US, opening a new position worth an estimated $14M. The largest seller was Ameriprise, cutting an estimated $11.6M.
- 158 institutional investors held Hyster-Yale Materials Handling (HY) as of Q1 2014, up from 154 in Q4 2013.
- Funds reported $961M of Hyster-Yale Materials Handling stock for Q1 2014, up 5.4% quarter-over-quarter.
- 22 funds opened new Hyster-Yale Materials Handling positions in Q1 2014 and 16 closed out, a net change of +6 holders.
- The largest Hyster-Yale Materials Handling buyer in Q1 2014 was Rothschild & Co Asset Management US, an estimated $14M added.
- The largest Hyster-Yale Materials Handling seller in Q1 2014 was Ameriprise, an estimated $11.6M sold.
Based on aggregated 13F filings for Q1 2014.