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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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

5% more capital invested

Capital invested by funds: $911M → $961M (+$49.3M)

3% more funds holding

Funds holding: 154158 (+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

Holders
158
Holders Change
+4
Holders Change %
+2.6%
% of All Funds
4.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
54
Reduced
57
Closed
16
Calls
$1M
Puts
$1.43M
Net Calls
-$428K
Net Calls Change
+$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$97.6M -$3.39M -36,040 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$81.4M -$2.94M -31,258 -4%
LSV Asset Management
3
LSV Asset Management
Illinois
$73.5M -$3.7M -39,374 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$64.8M +$2.33M +24,763 +4%
Northern Trust
5
Northern Trust
Illinois
$39.2M +$4.19M +44,612 +12%
BIT
6
BlackRock Institutional Trust
California
$34.4M +$3.17M +33,704 +11%
BFA
7
BlackRock Fund Advisors
California
$26M +$432K +4,602 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$25.2M +$460K +4,892 +2%
JP Morgan Chase
9
JP Morgan Chase
New York
$25.2M +$2.03M +21,611 +9%
State Street
10
State Street
Massachusetts
$22.4M -$117K -1,242 -0.5%
GC
11
Guggenheim Capital
Illinois
$20.2M +$879K +9,358 +5%
RA
12
Royce & Associates
New York
$18.3M +$10.5M +112,100 +148%
Franklin Resources
13
Franklin Resources
California
$17.2M -$1.33M -14,200 -7%
WC
14
Walthausen & Co
New York
$17M -$7.23M -76,990 -31%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$17M -$573K -6,098 -3%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$16.8M -$765K -8,141 -5%
NI
17
Numeric Investors
Massachusetts
$15.9M +$1.6M +17,056 +12%
RCAMU
18
Rothschild & Co Asset Management US
Connecticut
$14.5M +$14M +148,599 New
Diamond Hill Capital Management
19
Diamond Hill Capital Management
Ohio
$12.1M -$22.6K -240 -0.2%
AllianceBernstein
20
AllianceBernstein
Tennessee
$11.7M +$3.85M +40,940 +52%
IAM
21
Impala Asset Management
Florida
$11.4M -$11.1M -117,871 -50%
Morgan Stanley
22
Morgan Stanley
New York
$10.6M -$1.72M -18,317 -14%
Norges Bank
23
Norges Bank
Norway
$10.4M
Geode Capital Management
24
Geode Capital Management
Massachusetts
$9.93M +$175K +1,861 +2%
PAM
25
Panagora Asset Management
Massachusetts
$9.9M -$430K -4,581 -4%