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Hyster-Yale Materials Handling

159 hedge funds and large institutions have $658M 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.

New
Increased
Maintained
Reduced
Closed

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

0% more funds holding

Funds holding: 159159 (0)

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

0% less capital invested

Capital invested by funds: $659M → $658M (-$437K)

0.48% less ownership

Funds ownership: 73.25%72.77% (-0.48%)

Holders
159
Holders Change
Holders Change %
0%
% of All Funds
4.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
57
Reduced
46
Closed
21
Calls
$1.72M
Puts
$1.14M
Net Calls
+$581K
Net Calls Change
-$246K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$59.1M +$577K +8,531 +1%
LSV Asset Management
2
LSV Asset Management
Illinois
$55M -$89.5K -1,323 -0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$47.4M +$1.76M +26,030 +4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$41M -$9.62M -142,256 -20%
Northern Trust
5
Northern Trust
Illinois
$31.8M +$796K +11,764 +3%
BIT
6
BlackRock Institutional Trust
California
$27.2M +$1.22M +18,074 +5%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$22.7M -$3.33M -49,181 -14%
BFA
8
BlackRock Fund Advisors
California
$19.6M +$203K +3,000 +1%
Franklin Resources
9
Franklin Resources
California
$19.5M -$744K -11,000 -4%
DIA
10
Denver Investment Advisors
Colorado
$17.7M -$669K -9,891 -4%
JP Morgan Chase
11
JP Morgan Chase
New York
$16M +$128K +1,886 +0.9%
State Street
12
State Street
Massachusetts
$14.9M +$1.21M +17,866 +10%
RA
13
Royce & Associates
New York
$13.3M +$2.88M +42,641 +31%
Norges Bank
14
Norges Bank
Norway
$13M
Diamond Hill Capital Management
15
Diamond Hill Capital Management
Ohio
$12.1M +$2.73M +40,346 +32%
RCAMU
16
Rothschild & Co Asset Management US
Connecticut
$10.9M -$418K -6,175 -4%
GAM
17
Gotham Asset Management
New York
$10.5M +$3.73M +55,159 +62%
Ameriprise
18
Ameriprise
Minnesota
$8.79M +$1.23M +18,175 +18%
GC
19
Guggenheim Capital
Illinois
$8.31M -$442K -6,531 -5%
WAM
20
Winslow Asset Management
Ohio
$7.93M +$13.9K +205 +0.2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$7.29M +$20.4K +301 +0.3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$6.51M -$998K -14,750 -14%
UOC
23
UBS O'Connor
Illinois
$5.89M +$2.33M +34,425 +75%
Fisher Asset Management
24
Fisher Asset Management
Washington
$5.87M
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$5.8M +$81.2K +1,200 +2%