Hyster-Yale Materials Handling
131 hedge funds and large institutions have $475M invested in Hyster-Yale Materials Handling in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 53 reducing their positions, and 23 closing their positions.
36% more call options, than puts
Call options by funds: $414K | Put options by funds: $304K
1.75% more ownership
Funds ownership: 71.49% → 73.25% (+1.8%)
7% less capital invested
Capital invested by funds: $512M → $475M (-$36.5M)
8% less funds holding
Funds holding: 142 → 131 (-11)
21% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 53
48% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$16.5M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$11.9M |
| 3 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
+$9.16M |
| 4 |
RA
Royce & Associates
New York
|
+$8.58M |
| 5 |
B
Barings
Charlotte,
North Carolina
|
+$2.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
-$8.84M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$5.11M |
| 3 |
DVM
Dreman Value Management
West Palm Beach,
Florida
|
-$4.74M |
| 4 |
ERSOT
Employees Retirement System of Texas
Austin,
Texas
|
-$3.5M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$2.47M |
HY Hedge Fund Activity: Q4 2015 in Review
131 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q4 2015, worth a combined $475M — down 7.1% from $512M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of HY and 12 opened new positions — a net loss of 11 holders — while 53 trimmed existing stakes and 42 added.
The largest buyer was PNC Financial Services Group, adding an estimated $16.5M. The largest seller was Rothschild & Co Asset Management US, exiting entirely with an estimated $8.84M sold.
- 131 institutional investors held Hyster-Yale Materials Handling (HY) as of Q4 2015, down from 142 in Q3 2015.
- Funds reported $475M of Hyster-Yale Materials Handling stock for Q4 2015, down 7.1% quarter-over-quarter.
- 12 funds opened new Hyster-Yale Materials Handling positions in Q4 2015 and 23 closed out, a net change of -11 holders.
- The largest Hyster-Yale Materials Handling buyer in Q4 2015 was PNC Financial Services Group, an estimated $16.5M added.
- The largest Hyster-Yale Materials Handling seller in Q4 2015 was Rothschild & Co Asset Management US, an estimated $8.84M sold.
Based on aggregated 13F filings for Q4 2015.