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Hyster-Yale Materials Handling
HY

160 hedge funds and large institutions have $706M invested in Hyster-Yale Materials Handling in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

1% more funds holding

Funds holding: 159 → 160 (+1)

0.15% more ownership

Funds ownership: 77.06% → 77.21% (+0.15%)

16% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 58

19% less capital invested

Capital invested by funds: $875M → $706M (-$168M)

58% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $2.41M

Holders
160
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
4.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
49
Reduced
58
Closed
22
Calls
$1.01M
Puts
$2.41M
Net Calls
-$1.4M
Net Calls Change
+$437K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.6M
2
DIA
Denver Investment Advisors
Colorado
+$21.6M
3
Northern Trust
Northern Trust
Illinois
+$6.01M
4
Ameriprise
Ameriprise
Minnesota
+$4.55M
5
UOC
UBS O'Connor
Illinois
+$3.93M

Top Sellers

1
NI
Numeric Investors
Massachusetts
-$18.4M
2
WC
Walthausen & Co
New York
-$11.1M
3
IAM
Impala Asset Management
Florida
-$6.92M
4
GAM
Gotham Asset Management
New York
-$6.79M
5
RA
Royce & Associates
New York
-$6.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$71.6M +$119K +1,491 +0.1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$58.7M -$1.31M -16,460 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$54.9M +$29.6M +371,764 +94%
LSV Asset Management
4
LSV Asset Management
Illinois
$54.1M +$243K +3,054 +0.4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$49.1M -$485K -6,085 -0.9%
Northern Trust
6
Northern Trust
Illinois
$29.7M +$6.01M +75,454 +22%
BIT
7
BlackRock Institutional Trust
California
$25.8M +$3.28M +41,147 +13%
DIA
8
Denver Investment Advisors
Colorado
$19.5M +$21.6M +271,654 New
BFA
9
BlackRock Fund Advisors
California
$16M -$531K -6,663 -3%
JP Morgan Chase
10
JP Morgan Chase
New York
$15.7M -$3.04M -38,176 -15%
State Street
11
State Street
Massachusetts
$13.4M -$1.04M -13,097 -7%
AllianceBernstein
12
AllianceBernstein
Tennessee
$13M +$923K +11,590 +7%
Franklin Resources
13
Franklin Resources
California
$12.6M – – –
GC
14
Guggenheim Capital
Illinois
$12.1M -$1.8M -22,628 -12%
RCAMU
15
Rothschild & Co Asset Management US
Connecticut
$11.3M -$296K -3,713 -2%
Norges Bank
16
Norges Bank
Norway
$10.7M -$5.14M -64,540 -30%
Diamond Hill Capital Management
17
Diamond Hill Capital Management
Ohio
$8.88M -$34.6K -435 -0.3%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$8.3M -$3.88M -48,739 -30%
RA
19
Royce & Associates
New York
$8.28M -$6.46M -81,150 -41%
AQR Capital Management
20
AQR Capital Management
Connecticut
$8.23M -$398K -5,000 -4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$8.13M -$1.68M -21,144 -16%
WAM
22
Winslow Asset Management
Ohio
$7.42M +$370K +4,647 +5%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$6.97M -$286K -3,593 -4%
Ameriprise
24
Ameriprise
Minnesota
$6.88M +$4.55M +57,138 +147%
Morgan Stanley
25
Morgan Stanley
New York
$5.99M +$935K +11,741 +16%
1
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HY Hedge Fund Activity: Q3 2014 in Review

160 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2014, worth a combined $706M — down 19% from $875M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HY positions and 22 closed out — a net gain of 2 holders — while 49 added to existing stakes and 58 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $29.6M. The largest seller was Numeric Investors, exiting entirely with an estimated $18.4M sold.

  • 160 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2014, up from 159 in Q2 2014.
  • Funds reported $706M of Hyster-Yale Materials Handling stock for Q3 2014, down 19% quarter-over-quarter.
  • 24 funds opened new Hyster-Yale Materials Handling positions in Q3 2014 and 22 closed out, a net change of +2 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q3 2014 was Fidelity Investments, an estimated $29.6M added.
  • The largest Hyster-Yale Materials Handling seller in Q3 2014 was Numeric Investors, an estimated $18.4M sold.

Based on aggregated 13F filings for Q3 2014.