Hyster-Yale Materials Handling
152 hedge funds and large institutions have $634M invested in Hyster-Yale Materials Handling in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 58 reducing their positions, and 14 closing their positions.
36% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 14
1% more funds holding
Funds holding: 150 → 152 (+2)
0.62% less ownership
Funds ownership: 72.26% → 71.64% (-0.62%)
18% less capital invested
Capital invested by funds: $773M → $634M (-$139M)
28% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 58
59% less call options, than puts
Call options by funds: $741K | Put options by funds: $1.81M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$7.17M |
| 2 |
MSL
Mackay Shields LLC
New York
|
+$3.56M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$3.34M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.52M |
| 5 |
Millennium Management
New York
|
+$2.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$5.31M |
| 2 |
TCIM
TIAA CREF Investment Management
New York
|
-$2.81M |
| 3 |
State Street
Boston,
Massachusetts
|
-$2.39M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$2.3M |
| 5 |
SIM
Spark Investment Management
New York
|
-$2.16M |
HY Hedge Fund Activity: Q1 2018 in Review
152 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q1 2018, worth a combined $634M — down 18% from $773M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new HY positions and 14 closed out — a net gain of 5 holders — while 42 added to existing stakes and 58 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $7.17M. The largest seller was PNC Financial Services Group, cutting an estimated $5.31M.
- 152 institutional investors held Hyster-Yale Materials Handling (HY) as of Q1 2018, up from 150 in Q4 2017.
- Funds reported $634M of Hyster-Yale Materials Handling stock for Q1 2018, down 18% quarter-over-quarter.
- 19 funds opened new Hyster-Yale Materials Handling positions in Q1 2018 and 14 closed out, a net change of +5 holders.
- The largest Hyster-Yale Materials Handling buyer in Q1 2018 was Deutsche Bank, an estimated $7.17M added.
- The largest Hyster-Yale Materials Handling seller in Q1 2018 was PNC Financial Services Group, an estimated $5.31M sold.
Based on aggregated 13F filings for Q1 2018.