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Hyster-Yale Materials Handling
HY

149 hedge funds and large institutions have $685M invested in Hyster-Yale Materials Handling in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $397K

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

71% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 35

9% more capital invested

Capital invested by funds: $627M → $685M (+$58.3M)

8% more funds holding

Funds holding: 138 → 149 (+11)

0.32% more ownership

Funds ownership: 71.18% → 71.5% (+0.32%)

Holders
149
Holders Change
+11
Holders Change %
+7.97%
% of All Funds
3.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
60
Reduced
35
Closed
11
Calls
$1.42M
Puts
$397K
Net Calls
+$1.02M
Net Calls Change
-$1.02M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$7.73M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$4.67M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$4.13M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.04M
5
NI
Numeric Investors
Massachusetts
+$2.88M

Top Sellers

1
SCM
Shapiro Capital Management
Georgia
-$14.8M
2
Millennium Management
Millennium Management
New York
-$7.36M
3
Northern Trust
Northern Trust
Illinois
-$7.3M
4
DCM
Driehaus Capital Management
Illinois
-$3.9M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$3.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$70.5M -$350K -4,983 -0.5%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$60.8M +$244K +3,470 +0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$53.7M +$3.04M +43,266 +7%
LSV Asset Management
4
LSV Asset Management
Illinois
$49.3M +$578K +8,230 +1%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$48.4M +$313K +4,461 +0.7%
BlackRock
6
BlackRock
New York
$48.1M +$303K +4,322 +0.7%
QI
7
QV Investors
Alberta, Canada
$25.6M -$1.81M -25,745 -7%
RA
8
Royce & Associates
New York
$22.6M +$721K +10,276 +4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$19.1M – – –
Franklin Resources
10
Franklin Resources
California
$17.8M -$23.2K -330 -0.1%
Norges Bank
11
Norges Bank
Norway
$17.3M +$7.73M +110,063 +94%
State Street
12
State Street
Massachusetts
$16.9M +$43.7K +622 +0.3%
Diamond Hill Capital Management
13
Diamond Hill Capital Management
Ohio
$14.9M -$485K -6,913 -3%
Federated Hermes
14
Federated Hermes
Pennsylvania
$10.3M +$4.67M +66,460 +97%
Northern Trust
15
Northern Trust
Illinois
$10.2M -$7.3M -104,045 -44%
FP
16
Foundry Partners
Minnesota
$8.89M +$568K +8,087 +7%
JP Morgan Chase
17
JP Morgan Chase
New York
$8.25M -$714K -10,172 -9%
WAM
18
Winslow Asset Management
Ohio
$8M -$169K -2,406 -2%
Charles Schwab
19
Charles Schwab
California
$7.17M +$263K +3,743 +4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$7.16M -$219K -3,119 -3%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$6.28M +$333K +4,739 +6%
MOACM
22
Mutual of America Capital Management
New York
$5.55M +$797K +11,347 +19%
Bank of America
23
Bank of America
North Carolina
$5.54M +$1.32M +18,769 +35%
PI
24
Putnam Investments
Massachusetts
$5.46M -$2.86M -40,729 -36%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$5.33M +$309K +4,400 +7%
1
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HY Hedge Fund Activity: Q3 2017 in Review

149 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2017, worth a combined $685M — up 9.3% from $627M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HY positions and 11 closed out — a net gain of 13 holders — while 60 added to existing stakes and 35 trimmed.

The largest buyer was Norges Bank, adding an estimated $7.73M. The largest seller was Shapiro Capital Management, exiting entirely with an estimated $14.8M sold.

  • 149 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2017, up from 138 in Q2 2017.
  • Funds reported $685M of Hyster-Yale Materials Handling stock for Q3 2017, up 9.3% quarter-over-quarter.
  • 24 funds opened new Hyster-Yale Materials Handling positions in Q3 2017 and 11 closed out, a net change of +13 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q3 2017 was Norges Bank, an estimated $7.73M added.
  • The largest Hyster-Yale Materials Handling seller in Q3 2017 was Shapiro Capital Management, an estimated $14.8M sold.

Based on aggregated 13F filings for Q3 2017.