We are live on ! Find out more
HY icon

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.

New
Increased
Maintained
Reduced
Closed

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: 131128 (-3)

10% less capital invested

Capital invested by funds: $613M → $553M (-$60.1M)

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

Holders
128
Holders Change
-3
Holders Change %
-2.29%
% of All Funds
3.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
43
Reduced
50
Closed
10
Calls
$6.22M
Puts
$6.17M
Net Calls
+$46K
Net Calls Change
+$113K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$51.4M +$1.39M +22,090 +3%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$46.4M -$126 -2 -0%
LSV Asset Management
3
LSV Asset Management
Illinois
$45.8M +$1.33M +21,156 +3%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$33.4M +$5.84M +93,026 +20%
Vanguard Group
5
Vanguard Group
Pennsylvania
$31.9M -$3.99M -63,555 -11%
SCM
6
Shapiro Capital Management
Georgia
$30.6M +$4.38M +69,700 +16%
Northern Trust
7
Northern Trust
Illinois
$25.5M -$284K -4,517 -1%
Franklin Resources
8
Franklin Resources
California
$17.6M +$1.98M +31,580 +12%
BIT
9
BlackRock Institutional Trust
California
$16.6M -$210K -3,351 -1%
QI
10
QV Investors
Alberta, Canada
$16.2M +$693K +11,045 +4%
DIA
11
Denver Investment Advisors
Colorado
$15.2M -$1.06M -16,845 -6%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$15.2M -$2.64K -42 -0%
Diamond Hill Capital Management
13
Diamond Hill Capital Management
Ohio
$14.3M +$741K +11,800 +5%
BFA
14
BlackRock Fund Advisors
California
$13.2M -$46.3K -738 -0.3%
RA
15
Royce & Associates
New York
$13.1M -$2.73M -43,492 -17%
State Street
16
State Street
Massachusetts
$10.1M -$199K -3,173 -2%
JP Morgan Chase
17
JP Morgan Chase
New York
$10.1M -$3.44M -54,741 -24%
Norges Bank
18
Norges Bank
Norway
$9.38M -$402K -6,400 -4%
WAM
19
Winslow Asset Management
Ohio
$6.3M -$104K -1,663 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$5.46M -$136K -2,168 -2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$5.31M -$511K -8,142 -8%
Bank of America
22
Bank of America
North Carolina
$5.22M -$129K -2,061 -2%
FP
23
Foundry Partners
Minnesota
$4.93M +$5.2M +82,892 New
Fisher Asset Management
24
Fisher Asset Management
Washington
$4.33M +$112K +1,780 +3%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$4.2M +$1.15M +18,260 +35%