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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.

New
Increased
Maintained
Reduced
Closed

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: 120138 (+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%)

Holders
138
Holders Change
+18
Holders Change %
+15%
% of All Funds
3.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
43
Reduced
41
Closed
10
Calls
$2.61M
Puts
$562K
Net Calls
+$2.05M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$65.2M +$1.28M +18,840 +2%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$55.7M -$6.54K -96 -0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$46.3M +$1.69M +24,805 +4%
LSV Asset Management
4
LSV Asset Management
Illinois
$44.7M -$4.72M -69,337 -10%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$44.1M +$199K +2,923 +0.5%
BlackRock
6
BlackRock
New York
$43.9M -$738K -10,826 -2%
QI
7
QV Investors
Alberta, Canada
$25.3M -$687K -10,080 -3%
RA
8
Royce & Associates
New York
$20M +$1.68M +24,619 +9%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$17.6M +$2.52K +37 +0%
Northern Trust
10
Northern Trust
Illinois
$16.6M -$7.01M -102,888 -30%
Franklin Resources
11
Franklin Resources
California
$16.4M +$27.2K +399 +0.2%
State Street
12
State Street
Massachusetts
$15.4M +$1.41M +20,740 +10%
SCM
13
Shapiro Capital Management
Georgia
$14.8M -$24.1M -353,181 -63%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$14.2M -$635K -9,319 -4%
JP Morgan Chase
15
JP Morgan Chase
New York
$8.28M +$3.1M +45,467 +63%
Norges Bank
16
Norges Bank
Norway
$8.19M -$2.23M -32,781 -22%
PI
17
Putnam Investments
Massachusetts
$7.88M +$7.64M +112,109 New
Millennium Management
18
Millennium Management
New York
$7.77M +$5.97M +87,613 +381%
FP
19
Foundry Partners
Minnesota
$7.6M +$445K +6,530 +6%
WAM
20
Winslow Asset Management
Ohio
$7.52M -$59.5K -873 -0.8%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$6.8M +$1.5K +22 +0%
Charles Schwab
22
Charles Schwab
California
$6.33M +$583K +8,558 +10%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$5.44M -$290K -4,253 -5%
Federated Hermes
24
Federated Hermes
Pennsylvania
$4.8M +$4.66M +68,385 +2,279,500%
WCF
25
West Coast Financial
California
$4.71M +$133K +1,946 +3%