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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.

New
Increased
Maintained
Reduced
Closed

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

5% more capital invested

Capital invested by funds: $545M → $574M (+$28.8M)

4% more funds holding

Funds holding: 125130 (+5)

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

Holders
130
Holders Change
+5
Holders Change %
+4%
% of All Funds
3.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
34
Reduced
56
Closed
7
Calls
$1.72M
Puts
$338K
Net Calls
+$1.39M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$55.6M +$417K +6,769 +0.8%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$49.4M -$317K -5,145 -0.7%
LSV Asset Management
3
LSV Asset Management
Illinois
$48.4M -$743K -12,061 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$38.3M +$1.93M +31,375 +6%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$37.3M +$1.54M +25,083 +4%
SCM
6
Shapiro Capital Management
Georgia
$35.8M +$1.82M +29,550 +6%
QI
7
QV Investors
Alberta, Canada
$23.8M +$57.6K +936 +0.3%
Northern Trust
8
Northern Trust
Illinois
$21.4M -$2.3M -37,399 -10%
BIT
9
BlackRock Institutional Trust
California
$18.7M +$964K +15,661 +6%
BFA
10
BlackRock Fund Advisors
California
$18.4M +$2.97M +48,241 +20%
Franklin Resources
11
Franklin Resources
California
$17.7M -$1.18M -19,086 -6%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$15.9M -$308K -5,000 -2%
Diamond Hill Capital Management
13
Diamond Hill Capital Management
Ohio
$14.8M -$846K -13,742 -6%
RA
14
Royce & Associates
New York
$14.5M +$283K +4,600 +2%
State Street
15
State Street
Massachusetts
$11.4M +$271K +4,408 +3%
Norges Bank
16
Norges Bank
Norway
$9.1M -$924K -15,000 -10%
JP Morgan Chase
17
JP Morgan Chase
New York
$7.7M -$3M -48,761 -29%
WAM
18
Winslow Asset Management
Ohio
$7.1M +$121K +1,960 +2%
BGIM
19
Brandywine Global Investment Management
Pennsylvania
$6.56M -$4.6M -74,753 -42%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$5.84M +$293K +4,759 +5%
FP
21
Foundry Partners
Minnesota
$5.55M
Geode Capital Management
22
Geode Capital Management
Massachusetts
$5.44M +$137K +2,218 +3%
Charles Schwab
23
Charles Schwab
California
$4.49M +$623K +10,118 +17%
Fisher Asset Management
24
Fisher Asset Management
Washington
$4.49M +$12.3K +200 +0.3%
WCF
25
West Coast Financial
California
$4.27M +$307K +4,986 +8%