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Hyster-Yale Materials Handling

142 hedge funds and large institutions have $512M invested in Hyster-Yale Materials Handling in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $758K

33% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 45

1% more ownership

Funds ownership: 70.5%71.49% (+1%)

8% less funds holding

Funds holding: 155142 (-13)

15% less capital invested

Capital invested by funds: $603M → $512M (-$91.6M)

52% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 23

Holders
142
Holders Change
-13
Holders Change %
-8.39%
% of All Funds
3.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
60
Reduced
45
Closed
23
Calls
$1.05M
Puts
$758K
Net Calls
+$295K
Net Calls Change
+$732K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$47.1M +$1.15M +18,081 +2%
LSV Asset Management
2
LSV Asset Management
Illinois
$43.9M +$185K +2,900 +0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$36.5M +$495K +7,759 +1%
Northern Trust
4
Northern Trust
Illinois
$24.6M -$273K -4,271 -1%
BIT
5
BlackRock Institutional Trust
California
$19M -$950K -14,891 -4%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$18M -$354K -5,548 -2%
DIA
7
Denver Investment Advisors
Colorado
$16.9M +$3.54M +55,539 +23%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$15.8M -$932K -14,600 -5%
SCM
9
Shapiro Capital Management
Georgia
$15.5M +$3.78M +59,294 +28%
Franklin Resources
10
Franklin Resources
California
$15.3M
QI
11
QV Investors
Alberta, Canada
$13.4M +$1.59M +24,885 +12%
JP Morgan Chase
12
JP Morgan Chase
New York
$13M +$327K +5,125 +2%
BFA
13
BlackRock Fund Advisors
California
$12.8M -$148K -2,327 -1%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$12.7M +$3.47M +54,445 +33%
State Street
15
State Street
Massachusetts
$11.1M -$21.6K -339 -0.2%
RA
16
Royce & Associates
New York
$9.53M -$126K -1,970 -1%
Norges Bank
17
Norges Bank
Norway
$9.49M -$885K -13,873 -8%
RCAMU
18
Rothschild & Co Asset Management US
Connecticut
$8.84M +$175K +2,748 +2%
SCM
19
Snow Capital Management
Pennsylvania
$6.5M -$177K -2,772 -2%
WAM
20
Winslow Asset Management
Ohio
$6.5M +$181K +2,830 +3%
RFC
21
Russell Frank Company
Washington
$6.46M +$2.67M +41,877 +60%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$5.75M +$8.49K +133 +0.1%
Ameriprise
23
Ameriprise
Minnesota
$5.57M -$1.13M -17,670 -15%
Artisan Partners
24
Artisan Partners
Wisconsin
$5.11M +$5.64M +88,318 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$4.98M -$705K -11,051 -11%