We are live on ! Find out more
HY icon

Hyster-Yale Materials Handling
HY

125 hedge funds and large institutions have $545M 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.

New
Increased
Maintained
Reduced
Closed

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 → $545M (-$8.2M)

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

Holders
125
Holders Change
-3
Holders Change %
-2.34%
% of All Funds
3.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
43
Reduced
43
Closed
11
Calls
$648K
Puts
$450K
Net Calls
+$198K
Net Calls Change
+$152K

Top Buyers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
+$7.27M
2
QI
QV Investors
Alberta, Canada
+$5.67M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.87M
4
Goldman Sachs
Goldman Sachs
New York
+$1.23M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.13M

Top Sellers

1
DIA
Denver Investment Advisors
Colorado
-$15.2M
2
WC
Walthausen & Co
New York
-$3.2M
3
Northern Trust
Northern Trust
Illinois
-$3.08M
4
B
Barings
North Carolina
-$2.7M
5
Ameriprise
Ameriprise
Minnesota
-$2.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$52M -$7.99K -141 -0%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$46.9M -$5.55K -98 -0%
LSV Asset Management
3
LSV Asset Management
Illinois
$46.4M +$68K +1,200 +0.2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$34.3M +$1.87M +32,940 +6%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$33.7M -$94.3K -1,665 -0.3%
SCM
6
Shapiro Capital Management
Georgia
$32M +$1.05M +18,599 +4%
Northern Trust
7
Northern Trust
Illinois
$22.5M -$3.08M -54,447 -13%
QI
8
QV Investors
Alberta, Canada
$22.4M +$5.67M +100,019 +37%
Franklin Resources
9
Franklin Resources
California
$17.8M – – –
BIT
10
BlackRock Institutional Trust
California
$16.7M -$88K -1,554 -0.6%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$15.3M – – –
Diamond Hill Capital Management
12
Diamond Hill Capital Management
Ohio
$14.8M +$309K +5,460 +2%
BFA
13
BlackRock Fund Advisors
California
$14.4M +$966K +17,054 +8%
RA
14
Royce & Associates
New York
$13.4M +$205K +3,618 +2%
BGIM
15
Brandywine Global Investment Management
Pennsylvania
$10.7M +$7.27M +128,334 +260%
State Street
16
State Street
Massachusetts
$10.5M +$295K +5,211 +3%
JP Morgan Chase
17
JP Morgan Chase
New York
$10.2M +$1.08K +19 +0%
Norges Bank
18
Norges Bank
Norway
$9.06M – – –
WAM
19
Winslow Asset Management
Ohio
$6.58M +$195K +3,450 +3%
FP
20
Foundry Partners
Minnesota
$5.23M +$233K +4,115 +5%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$5.22M -$284K -5,017 -5%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$5M -$350K -6,185 -7%
Fisher Asset Management
23
Fisher Asset Management
Washington
$4.22M – – –
Bank of America
24
Bank of America
North Carolina
$4.06M -$1.15M -20,255 -23%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$4.02M +$160K +2,820 +4%
1
2 3 4 5

HY Hedge Fund Activity: Q3 2016 in Review

125 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2016, worth a combined $545M — down 1.5% 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 $545M of Hyster-Yale Materials Handling stock for Q3 2016, down 1.5% 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.