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Hyster-Yale Materials Handling
HY

Overview Fund Activity

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.

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

Top Buyers

1
KCM
1
Kennedy Capital Management
Missouri
$3.19M
2
BFA
2
BlackRock Fund Advisors
California
$18.4M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$2.15M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$38.3M
5
SCM
5
Shapiro Capital Management
Georgia
$35.8M

Top Sellers

1
BGIM
1
Brandywine Global Investment Management
Pennsylvania
$6.56M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.7M
3
Northern Trust
3
Northern Trust
Illinois
$21.4M
4
Prudential Financial
4
Prudential Financial
New Jersey
$916K
5
CFMC
5
Curbstone Financial Management Corp
New Hampshire
$1.98M
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$55.6M 871,382 +6,769 +0.8%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$49.4M 774,635 -5,145 -0.7%
LSV Asset Management
3
LSV Asset Management
Illinois
$48.4M 758,858 -12,061 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$38.3M 601,182 +31,375 +6%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$37.3M 585,038 +25,083 +4%
SCM
6
Shapiro Capital Management
Georgia
$35.8M 561,941 +29,550 +6%
QI
7
QV Investors
Alberta, Canada
$23.8M 373,061 +936 +0.3%
Northern Trust
8
Northern Trust
Illinois
$21.4M 336,294 -37,399 -10%
BIT
9
BlackRock Institutional Trust
California
$18.7M 293,826 +15,661 +6%
BFA
10
BlackRock Fund Advisors
California
$18.4M 287,791 +48,241 +20%
Franklin Resources
11
Franklin Resources
California
$17.7M 277,074 -19,086 -6%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$15.9M 250,000 -5,000 -2%
Diamond Hill Capital Management
13
Diamond Hill Capital Management
Ohio
$14.8M 232,508 -13,742 -6%
RA
14
Royce & Associates
New York
$14.5M 228,098 +4,600 +2%
State Street
15
State Street
Massachusetts
$11.4M 179,459 +4,408 +3%
Norges Bank
16
Norges Bank
Norway
$9.1M 142,718 -15,000 -10%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$7.7M 120,685 -48,761 -29%
WAM
18
Winslow Asset Management
Ohio
$7.1M 111,313 +1,960 +2%
BGIM
19
Brandywine Global Investment Management
Pennsylvania
$6.56M 102,879 -74,753 -42%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$5.84M 91,543 +4,759 +5%
FP
21
Foundry Partners
Minnesota
$5.55M 87,007 – –
Geode Capital Management
22
Geode Capital Management
Massachusetts
$5.44M 85,292 +2,218 +3%
Charles Schwab
23
Charles Schwab
California
$4.49M 70,463 +10,118 +17%
Fisher Asset Management
24
Fisher Asset Management
Washington
$4.49M 70,369 +200 +0.3%
WCF
25
West Coast Financial
California
$4.27M 66,907 +4,986 +8%
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