Hyster-Yale Materials Handling
159 hedge funds and large institutions have $659M invested in Hyster-Yale Materials Handling in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 58 reducing their positions, and 23 closing their positions.
58% more call options, than puts
Call options by funds: $2.24M | Put options by funds: $1.41M
13% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 23
1% less funds holding
Funds holding: 160 → 159 (-1)
3.96% less ownership
Funds ownership: 77.21% → 73.25% (-4%)
7% less capital invested
Capital invested by funds: $706M → $659M (-$47.8M)
22% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$7.54M |
| 2 |
GAM
Gotham Asset Management
New York
|
+$6.61M |
| 3 |
MDCM
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
+$4.97M |
| 4 |
QI
QS Investors
New York
|
+$4.84M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$3.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$47.8M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$5.99M |
| 3 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
-$4.89M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4.83M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.82M |
HY Hedge Fund Activity: Q4 2014 in Review
159 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q4 2014, worth a combined $659M — down 6.8% from $706M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new HY positions and 23 closed out — a net gain of 3 holders — while 45 added to existing stakes and 58 trimmed.
The largest buyer was Franklin Resources, adding an estimated $7.54M. The largest seller was PNC Financial Services Group, cutting an estimated $47.8M.
- 159 institutional investors held Hyster-Yale Materials Handling (HY) as of Q4 2014, down from 160 in Q3 2014.
- Funds reported $659M of Hyster-Yale Materials Handling stock for Q4 2014, down 6.8% quarter-over-quarter.
- 26 funds opened new Hyster-Yale Materials Handling positions in Q4 2014 and 23 closed out, a net change of +3 holders.
- The largest Hyster-Yale Materials Handling buyer in Q4 2014 was Franklin Resources, an estimated $7.54M added.
- The largest Hyster-Yale Materials Handling seller in Q4 2014 was PNC Financial Services Group, an estimated $47.8M sold.
Based on aggregated 13F filings for Q4 2014.