Hyster-Yale Materials Handling
130 hedge funds and large institutions have $574M invested in Hyster-Yale Materials Handling in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 56 reducing their positions, and 7 closing their positions.
410% more call options, than puts
Call options by funds: $1.72M | Put options by funds: $338K
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
4% more funds holding
Funds holding: 125 → 130 (+5)
5% more capital invested
Capital invested by funds: $547M → $574M (+$26.8M)
0.88% less ownership
Funds ownership: 73.08% → 72.2% (-0.88%)
39% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$3.08M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.97M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.93M |
| 4 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
+$1.82M |
| 5 |
Morgan Stanley
New York
|
+$1.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$4.6M |
| 2 |
JP Morgan Chase
New York
|
-$3M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$2.3M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$2.18M |
| 5 |
CFMC
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
-$1.91M |
HY Hedge Fund Activity: Q4 2016 in Review
130 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q4 2016, worth a combined $574M — up 4.9% from $547M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new HY positions and 7 closed out — a net gain of 6 holders — while 34 added to existing stakes and 56 trimmed.
The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $3.08M. The largest seller was Brandywine Global Investment Management, cutting an estimated $4.6M.
- 130 institutional investors held Hyster-Yale Materials Handling (HY) as of Q4 2016, up from 125 in Q3 2016.
- Funds reported $574M of Hyster-Yale Materials Handling stock for Q4 2016, up 4.9% quarter-over-quarter.
- 13 funds opened new Hyster-Yale Materials Handling positions in Q4 2016 and 7 closed out, a net change of +6 holders.
- The largest Hyster-Yale Materials Handling buyer in Q4 2016 was Kennedy Capital Management, an estimated $3.08M added.
- The largest Hyster-Yale Materials Handling seller in Q4 2016 was Brandywine Global Investment Management, an estimated $4.6M sold.
Based on aggregated 13F filings for Q4 2016.