We are live on ! Find out more
HY icon

Hyster-Yale Materials Handling
HY

131 hedge funds and large institutions have $613M invested in Hyster-Yale Materials Handling in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 56 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $475M → $613M (+$138M)

1.64% more ownership

Funds ownership: 73.26% → 74.9% (+1.6%)

0% more funds holding

Funds holding: 131 → 131 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1% less call options, than puts

Call options by funds: $7.07M | Put options by funds: $7.14M

32% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 56

Holders
131
Holders Change
–
Holders Change %
0%
% of All Funds
3.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
38
Reduced
56
Closed
9
Calls
$7.07M
Puts
$7.14M
Net Calls
-$67K
Net Calls Change
-$177K

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$14.8M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$10.3M
3
WC
Walthausen & Co
New York
+$4.94M
4
DVM
Dreman Value Management
Florida
+$4.66M
5
Bank of America
Bank of America
North Carolina
+$2.14M

Top Sellers

1
SCM
Snow Capital Management
Pennsylvania
-$4.58M
2
Millennium Management
Millennium Management
New York
-$3.64M
3
RA
Royce & Associates
New York
-$2.89M
4
RFC
Russell Frank Company
Washington
-$2.39M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$56.1M +$546K +9,627 +1%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$51.9M +$10.3M +181,477 +30%
LSV Asset Management
3
LSV Asset Management
Illinois
$49.9M -$1.13M -19,913 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$40M -$2.27M -40,039 -6%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$31.2M +$14.8M +260,919 +126%
SCM
6
Shapiro Capital Management
Georgia
$29.6M +$939K +16,550 +4%
Northern Trust
7
Northern Trust
Illinois
$28M +$597K +10,513 +2%
BIT
8
BlackRock Institutional Trust
California
$18.9M -$103K -1,815 -0.6%
DIA
9
Denver Investment Advisors
Colorado
$18.1M +$178K +3,133 +1%
Franklin Resources
10
Franklin Resources
California
$17.6M – – –
RA
11
Royce & Associates
New York
$17.5M -$2.89M -50,937 -16%
QI
12
QV Investors
Alberta, Canada
$17.4M +$374K +6,585 +3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$17M -$569K -10,023 -4%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$15.3M – – –
JP Morgan Chase
15
JP Morgan Chase
New York
$14.9M +$3.86K +68 +0%
BFA
16
BlackRock Fund Advisors
California
$14.9M -$142K -2,504 -1%
State Street
17
State Street
Massachusetts
$11.5M -$1.17M -20,703 -11%
Norges Bank
18
Norges Bank
Norway
$10.9M – – –
WAM
19
Winslow Asset Management
Ohio
$7.16M -$850K -14,977 -12%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$6.26M +$616K +10,856 +13%
Bank of America
21
Bank of America
North Carolina
$5.98M +$2.14M +37,727 +72%
WC
22
Walthausen & Co
New York
$5.8M +$4.94M +87,088 New
DVM
23
Dreman Value Management
Florida
$5.46M +$4.66M +82,058 New
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$4.79M -$329K -5,800 -7%
Fisher Asset Management
25
Fisher Asset Management
Washington
$4.71M -$485K -8,550 -11%
1
2 3 4 5

HY Hedge Fund Activity: Q1 2016 in Review

131 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q1 2016, worth a combined $613M — up 29% from $475M a quarter earlier.

Fund positioning in HY was balanced in Q1 2016: 9 funds opened new positions, 9 closed out, 38 added to existing stakes and 56 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $14.8M. The largest seller was Snow Capital Management, exiting entirely with an estimated $4.58M sold.

  • 131 institutional investors held Hyster-Yale Materials Handling (HY) as of Q1 2016, unchanged from Q4 2015.
  • Funds reported $613M of Hyster-Yale Materials Handling stock for Q1 2016, up 29% quarter-over-quarter.
  • 9 funds opened new Hyster-Yale Materials Handling positions in Q1 2016 and 9 closed out, a net change of 0 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q1 2016 was Fuller & Thaler Asset Management, an estimated $14.8M added.
  • The largest Hyster-Yale Materials Handling seller in Q1 2016 was Snow Capital Management, an estimated $4.58M sold.

Based on aggregated 13F filings for Q1 2016.