Hyster-Yale Materials Handling
159 hedge funds and large institutions have $665M invested in Hyster-Yale Materials Handling in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 46 reducing their positions, and 21 closing their positions.
51% more call options, than puts
Call options by funds: $1.72M | Put options by funds: $1.14M
24% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 46
1% more capital invested
Capital invested by funds: $659M → $665M (+$5.48M)
0.17% more ownership
Funds ownership: 73.25% → 73.42% (+0.17%)
0% more funds holding
Funds holding: 159 → 159 (0)
0% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$7.77M |
| 2 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
+$4.18M |
| 3 |
GAM
Gotham Asset Management
New York
|
+$3.73M |
| 4 |
RA
Royce & Associates
New York
|
+$2.88M |
| 5 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$2.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$10.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.62M |
| 3 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$3.99M |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$3.61M |
| 5 |
HS
HighVista Strategies
Boston,
Massachusetts
|
-$3.55M |
HY Hedge Fund Activity: Q1 2015 in Review
159 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q1 2015, worth a combined $665M — up 0.83% from $659M a quarter earlier.
Fund positioning in HY was balanced in Q1 2015: 21 funds opened new positions, 21 closed out, 57 added to existing stakes and 46 trimmed.
The largest buyer was UBS O'Connor, adding an estimated $7.77M. The largest seller was AllianceBernstein, cutting an estimated $10.7M.
- 159 institutional investors held Hyster-Yale Materials Handling (HY) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $665M of Hyster-Yale Materials Handling stock for Q1 2015, up 0.83% quarter-over-quarter.
- 21 funds opened new Hyster-Yale Materials Handling positions in Q1 2015 and 21 closed out, a net change of 0 holders.
- The largest Hyster-Yale Materials Handling buyer in Q1 2015 was UBS O'Connor, an estimated $7.77M added.
- The largest Hyster-Yale Materials Handling seller in Q1 2015 was AllianceBernstein, an estimated $10.7M sold.
Based on aggregated 13F filings for Q1 2015.