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Hyster-Yale Materials Handling

150 hedge funds and large institutions have $773M invested in Hyster-Yale Materials Handling in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

449% more call options, than puts

Call options by funds: $1.5M | Put options by funds: $273K

13% more capital invested

Capital invested by funds: $685M → $773M (+$87.6M)

8% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 48

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

0.76% more ownership

Funds ownership: 71.5%72.26% (+0.76%)

1% more funds holding

Funds holding: 149150 (+1)

Holders
150
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
3.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
52
Reduced
48
Closed
22
Calls
$1.5M
Puts
$273K
Net Calls
+$1.23M
Net Calls Change
+$202K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$78.2M -$352K -4,273 -0.5%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$74.8M +$6.82M +82,836 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$63.7M +$3.7M +44,984 +6%
LSV Asset Management
4
LSV Asset Management
Illinois
$54.5M -$432K -5,250 -0.8%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$54M +$130K +1,577 +0.2%
BlackRock
6
BlackRock
New York
$53M -$546K -6,638 -1%
QI
7
QV Investors
Alberta, Canada
$28.2M -$327K -3,970 -1%
RA
8
Royce & Associates
New York
$22.6M -$2.44M -29,700 -10%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$22.1M +$799K +9,707 +4%
State Street
10
State Street
Massachusetts
$19.9M +$1.13M +13,698 +6%
Franklin Resources
11
Franklin Resources
California
$19.7M -$183K -2,225 -1%
Norges Bank
12
Norges Bank
Norway
$15.6M -$3.56M -43,270 -19%
Diamond Hill Capital Management
13
Diamond Hill Capital Management
Ohio
$14.8M -$1.78M -21,585 -11%
Federated Hermes
14
Federated Hermes
Pennsylvania
$11.7M +$174K +2,111 +2%
Northern Trust
15
Northern Trust
Illinois
$11.2M -$137K -1,660 -1%
FP
16
Foundry Partners
Minnesota
$10.2M +$314K +3,813 +3%
Deutsche Bank
17
Deutsche Bank
Germany
$9.16M +$7.24M +87,999 +448%
WAM
18
Winslow Asset Management
Ohio
$8.86M -$47.7K -580 -0.6%
MCM
19
Matarin Capital Management
New York
$8.51M +$8.22M +99,902 New
Charles Schwab
20
Charles Schwab
California
$8.36M +$352K +4,282 +5%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$7.46M +$1.47M +17,813 +26%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$7.28M -$670K -8,146 -9%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$7M +$2.71K +33 +0%
AQR Capital Management
24
AQR Capital Management
Connecticut
$6.43M +$525K +6,377 +9%
JP Morgan Chase
25
JP Morgan Chase
New York
$6.25M -$2.83M -34,346 -32%

HY Hedge Fund Activity: Q4 2017 in Review

150 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q4 2017, worth a combined $773M — up 13% from $685M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HY positions and 22 closed out — a net gain of 1 holder — while 52 added to existing stakes and 48 trimmed.

The largest buyer was Matarin Capital Management, opening a new position worth an estimated $8.22M. The largest seller was Nationwide Fund Advisors, exiting entirely with an estimated $4.84M sold.

  • 150 institutional investors held Hyster-Yale Materials Handling (HY) as of Q4 2017, up from 149 in Q3 2017.
  • Funds reported $773M of Hyster-Yale Materials Handling stock for Q4 2017, up 13% quarter-over-quarter.
  • 23 funds opened new Hyster-Yale Materials Handling positions in Q4 2017 and 22 closed out, a net change of +1 holder.
  • The largest Hyster-Yale Materials Handling buyer in Q4 2017 was Matarin Capital Management, an estimated $8.22M added.
  • The largest Hyster-Yale Materials Handling seller in Q4 2017 was Nationwide Fund Advisors, an estimated $4.84M sold.

Based on aggregated 13F filings for Q4 2017.