Hyster-Yale Materials Handling
138 hedge funds and large institutions have $627M invested in Hyster-Yale Materials Handling in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 10 closing their positions.
364% more call options, than puts
Call options by funds: $2.61M | Put options by funds: $562K
180% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 10
24% more capital invested
Capital invested by funds: $507M → $627M (+$120M)
15% more funds holding
Funds holding: 120 → 138 (+18)
5% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 41
0.61% less ownership
Funds ownership: 71.79% → 71.18% (-0.61%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$7.64M |
| 2 |
Millennium Management
New York
|
+$5.97M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$4.66M |
| 4 |
NAP
New Amsterdam Partners
New York
|
+$4.27M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$3.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
-$24.1M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$7.01M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$4.72M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$4.46M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$3.55M |
HY Hedge Fund Activity: Q2 2017 in Review
138 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q2 2017, worth a combined $627M — up 24% from $507M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new HY positions and 10 closed out — a net gain of 18 holders — while 43 added to existing stakes and 41 trimmed.
The largest buyer was Putnam Investments, opening a new position worth an estimated $7.64M. The largest seller was Shapiro Capital Management, cutting an estimated $24.1M.
- 138 institutional investors held Hyster-Yale Materials Handling (HY) as of Q2 2017, up from 120 in Q1 2017.
- Funds reported $627M of Hyster-Yale Materials Handling stock for Q2 2017, up 24% quarter-over-quarter.
- 28 funds opened new Hyster-Yale Materials Handling positions in Q2 2017 and 10 closed out, a net change of +18 holders.
- The largest Hyster-Yale Materials Handling buyer in Q2 2017 was Putnam Investments, an estimated $7.64M added.
- The largest Hyster-Yale Materials Handling seller in Q2 2017 was Shapiro Capital Management, an estimated $24.1M sold.
Based on aggregated 13F filings for Q2 2017.