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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, 43 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $414K | Put options by funds: $304K

1.76% more ownership

Funds ownership: 71.49%73.26% (+1.8%)

7% less capital invested

Capital invested by funds: $512M → $475M (-$36.4M)

8% less funds holding

Funds holding: 142131 (-11)

17% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 52

48% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 23

Holders
131
Holders Change
-11
Holders Change %
-7.75%
% of All Funds
3.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
43
Reduced
52
Closed
23
Calls
$414K
Puts
$304K
Net Calls
+$110K
Net Calls Change
-$185K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$43.7M +$1.07M +18,667 +2%
LSV Asset Management
2
LSV Asset Management
Illinois
$40.3M +$586K +10,205 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$33.6M +$527K +9,184 +1%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$31.4M +$16.5M +287,222 +92%
SCM
5
Shapiro Capital Management
Georgia
$22.4M +$9.16M +159,727 +60%
Northern Trust
6
Northern Trust
Illinois
$22.1M -$218K -3,791 -0.9%
RA
7
Royce & Associates
New York
$16.5M +$8.58M +149,463 +91%
BIT
8
BlackRock Institutional Trust
California
$14.9M -$2.47M -43,134 -13%
DIA
9
Denver Investment Advisors
Colorado
$14.1M -$1.38M -24,063 -8%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$13.9M -$461K -8,035 -3%
Franklin Resources
11
Franklin Resources
California
$13.9M
QI
12
QV Investors
Alberta, Canada
$13.3M +$1.26M +21,950 +9%
Diamond Hill Capital Management
13
Diamond Hill Capital Management
Ohio
$12M +$577K +10,055 +5%
BFA
14
BlackRock Fund Advisors
California
$11.8M +$217K +3,783 +2%
JP Morgan Chase
15
JP Morgan Chase
New York
$11.8M -$18.8K -327 -0.1%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$10.9M +$11.9M +207,675 New
State Street
17
State Street
Massachusetts
$10.2M +$109K +1,901 +1%
Norges Bank
18
Norges Bank
Norway
$8.61M
WAM
19
Winslow Asset Management
Ohio
$6.43M +$586K +10,218 +9%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$5.21M -$1.49K -26 -0%
SCM
21
Snow Capital Management
Pennsylvania
$4.58M -$1.44M -25,015 -22%
RFC
22
Russell Frank Company
Washington
$4.54M -$1.55M -27,014 -24%
Ameriprise
23
Ameriprise
Minnesota
$4.48M -$621K -10,830 -11%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$4.36M -$172K -3,004 -3%
Prudential Financial
25
Prudential Financial
New Jersey
$4.31M +$56.8K +990 +1%