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.
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
0.4% more ownership
Funds ownership: 71.09% → 71.49% (+0.4%)
8% less funds holding
Funds holding: 155 → 142 (-13)
16% less capital invested
Capital invested by funds: $609M → $512M (-$96.8M)
52% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$5.64M |
| 2 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
+$3.78M |
| 3 |
DIA
Denver Investment Advisors
Denver,
Colorado
|
+$3.54M |
| 4 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$3.47M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$2.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$10.2M |
| 2 |
GAM
Gotham Asset Management
New York
|
-$4.63M |
| 3 |
DCM
Dupont Capital Management
Wilmington,
Delaware
|
-$2.46M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$2.45M |
| 5 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
-$2.04M |
HY Hedge Fund Activity: Q3 2015 in Review
142 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2015, worth a combined $512M — down 16% from $609M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of HY and 11 opened new positions — a net loss of 12 holders — while 45 trimmed existing stakes and 60 added.
The largest buyer was Artisan Partners, opening a new position worth an estimated $5.64M. The largest seller was UBS O'Connor, exiting entirely with an estimated $10.2M sold.
- 142 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2015, down from 155 in Q2 2015.
- Funds reported $512M of Hyster-Yale Materials Handling stock for Q3 2015, down 16% quarter-over-quarter.
- 11 funds opened new Hyster-Yale Materials Handling positions in Q3 2015 and 23 closed out, a net change of -12 holders.
- The largest Hyster-Yale Materials Handling buyer in Q3 2015 was Artisan Partners, an estimated $5.64M added.
- The largest Hyster-Yale Materials Handling seller in Q3 2015 was UBS O'Connor, an estimated $10.2M sold.
Based on aggregated 13F filings for Q3 2015.