Hyster-Yale Materials Handling
159 hedge funds and large institutions have $876M 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.
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: 158 → 159 (+1)
0.19% more ownership
Funds ownership: 76.87% → 77.06% (+0.19%)
9% less capital invested
Capital invested by funds: $961M → $876M (-$85.4M)
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: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$12.4M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$9.69M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$4.51M |
| 4 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$4.07M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$3.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$5.67M |
| 2 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
-$5.04M |
| 3 |
WC
Walthausen & Co
Malta,
New York
|
-$4.44M |
| 4 |
MPM
Meritage Portfolio Management
Overland Park,
Kansas
|
-$4.27M |
| 5 |
Bank of New York Mellon
New York
|
-$3.56M |
HY Hedge Fund Activity: Q2 2014 in Review
159 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q2 2014, worth a combined $876M — down 8.9% from $961M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new HY positions and 17 closed out — a net gain of 1 holder — while 61 added to existing stakes and 52 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $12.4M. The largest seller was Northern Trust, cutting an estimated $5.67M.
- 159 institutional investors held Hyster-Yale Materials Handling (HY) as of Q2 2014, up from 158 in Q1 2014.
- Funds reported $876M of Hyster-Yale Materials Handling stock for Q2 2014, down 8.9% quarter-over-quarter.
- 18 funds opened new Hyster-Yale Materials Handling positions in Q2 2014 and 17 closed out, a net change of +1 holder.
- The largest Hyster-Yale Materials Handling buyer in Q2 2014 was Fidelity Investments, an estimated $12.4M added.
- The largest Hyster-Yale Materials Handling seller in Q2 2014 was Northern Trust, an estimated $5.67M sold.
Based on aggregated 13F filings for Q2 2014.