We are live on ! Find out more
HY icon

Hyster-Yale Materials Handling

159 hedge funds and large institutions have $875M invested in Hyster-Yale Materials Handling in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 52

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% more funds holding

Funds holding: 158159 (+1)

0.19% more ownership

Funds ownership: 76.87%77.06% (+0.19%)

9% less capital invested

Capital invested by funds: $961M → $875M (-$85.9M)

61% less call options, than puts

Call options by funds: $1.17M | Put options by funds: $3M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
159
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
4.57%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
61
Reduced
52
Closed
17
Calls
$1.17M
Puts
$3M
Net Calls
-$1.83M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$88.4M -$235K -2,587 -0.3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$74M +$2.54K +28 +0%
LSV Asset Management
3
LSV Asset Management
Illinois
$66.6M -$168K -1,849 -0.2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$61.2M +$2.43M +26,809 +4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$35M +$12.4M +137,015 +53%
Northern Trust
6
Northern Trust
Illinois
$30.1M -$5.67M -62,447 -16%
BIT
7
BlackRock Institutional Trust
California
$28.3M -$3.02M -33,313 -9%
JP Morgan Chase
8
JP Morgan Chase
New York
$22.8M -$58.9K -649 -0.3%
BFA
9
BlackRock Fund Advisors
California
$20.4M -$3.37M -37,198 -14%
Norges Bank
10
Norges Bank
Norway
$18.9M +$9.69M +106,856 +100%
NI
11
Numeric Investors
Massachusetts
$18.4M +$4.07M +44,912 +27%
State Street
12
State Street
Massachusetts
$17.7M -$2.71M -29,852 -13%
RA
13
Royce & Associates
New York
$17.4M +$789K +8,692 +5%
GC
14
Guggenheim Capital
Illinois
$17M -$1.4M -15,411 -7%
Franklin Resources
15
Franklin Resources
California
$15.6M
AllianceBernstein
16
AllianceBernstein
Tennessee
$15M +$4.51M +49,758 +42%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$14.6M -$727K -8,011 -5%
RCAMU
18
Rothschild & Co Asset Management US
Connecticut
$14.3M +$1.14M +12,517 +8%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$11.9M -$3.56M -39,186 -23%
WC
20
Walthausen & Co
New York
$11.1M -$4.44M -48,970 -28%
Diamond Hill Capital Management
21
Diamond Hill Capital Management
Ohio
$11M +$20.9K +230 +0.2%
AQR Capital Management
22
AQR Capital Management
Connecticut
$10.6M +$3.02M +33,300 +38%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$8.94M -$81.8K -902 -0.9%
PAM
24
Panagora Asset Management
Massachusetts
$8.88M -$119K -1,310 -1%
WAM
25
Winslow Asset Management
Ohio
$8.77M +$17.9K +197 +0.2%