Hyster-Yale Materials Handling
125 hedge funds and large institutions have $547M invested in Hyster-Yale Materials Handling in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 11 closing their positions.
44% more call options, than puts
Call options by funds: $648K | Put options by funds: $450K
0% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 43
1% less capital invested
Capital invested by funds: $553M → $547M (-$6.2M)
1.6% less ownership
Funds ownership: 74.68% → 73.08% (-1.6%)
2% less funds holding
Funds holding: 128 → 125 (-3)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$7.27M |
| 2 |
QI
QV Investors
Calgary,
Alberta, Canada
|
+$5.67M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.87M |
| 4 |
Goldman Sachs
New York
|
+$1.23M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DIA
Denver Investment Advisors
Denver,
Colorado
|
-$15.2M |
| 2 |
WC
Walthausen & Co
Malta,
New York
|
-$3.2M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$3.08M |
| 4 |
B
Barings
Charlotte,
North Carolina
|
-$2.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.06M |
HY Hedge Fund Activity: Q3 2016 in Review
125 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2016, worth a combined $547M — down 1.1% from $553M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of HY and 9 opened new positions — a net loss of 2 holders — while 43 trimmed existing stakes and 43 added.
The largest buyer was Brandywine Global Investment Management, adding an estimated $7.27M. The largest seller was Denver Investment Advisors, exiting entirely with an estimated $15.2M sold.
- 125 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2016, down from 128 in Q2 2016.
- Funds reported $547M of Hyster-Yale Materials Handling stock for Q3 2016, down 1.1% quarter-over-quarter.
- 9 funds opened new Hyster-Yale Materials Handling positions in Q3 2016 and 11 closed out, a net change of -2 holders.
- The largest Hyster-Yale Materials Handling buyer in Q3 2016 was Brandywine Global Investment Management, an estimated $7.27M added.
- The largest Hyster-Yale Materials Handling seller in Q3 2016 was Denver Investment Advisors, an estimated $15.2M sold.
Based on aggregated 13F filings for Q3 2016.