Hyster-Yale Materials Handling
128 hedge funds and large institutions have $553M invested in Hyster-Yale Materials Handling in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 10 closing their positions.
1% more call options, than puts
Call options by funds: $6.22M | Put options by funds: $6.17M
0.21% less ownership
Funds ownership: 74.9% → 74.68% (-0.21%)
2% less funds holding
Funds holding: 131 → 128 (-3)
11% less capital invested
Capital invested by funds: $620M → $553M (-$66.6M)
14% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 50
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$5.84M |
| 2 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
+$5.2M |
| 3 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
+$4.38M |
| 4 |
SIM
Spark Investment Management
New York
|
+$2.37M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$1.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DVM
Dreman Value Management
West Palm Beach,
Florida
|
-$5.46M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.99M |
| 3 |
JP Morgan Chase
New York
|
-$3.44M |
| 4 |
RA
Royce & Associates
New York
|
-$2.73M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$2.24M |
HY Hedge Fund Activity: Q2 2016 in Review
128 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q2 2016, worth a combined $553M — down 11% from $620M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of HY and 8 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 43 added.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $5.84M. The largest seller was Dreman Value Management, exiting entirely with an estimated $5.46M sold.
- 128 institutional investors held Hyster-Yale Materials Handling (HY) as of Q2 2016, down from 131 in Q1 2016.
- Funds reported $553M of Hyster-Yale Materials Handling stock for Q2 2016, down 11% quarter-over-quarter.
- 8 funds opened new Hyster-Yale Materials Handling positions in Q2 2016 and 10 closed out, a net change of -2 holders.
- The largest Hyster-Yale Materials Handling buyer in Q2 2016 was Fuller & Thaler Asset Management, an estimated $5.84M added.
- The largest Hyster-Yale Materials Handling seller in Q2 2016 was Dreman Value Management, an estimated $5.46M sold.
Based on aggregated 13F filings for Q2 2016.