Hyster-Yale Materials Handling
131 hedge funds and large institutions have $516M invested in Hyster-Yale Materials Handling in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 49 reducing their positions, and 16 closing their positions.
4% less capital invested
Capital invested by funds: $538M → $516M (-$21.5M)
6% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 49
2% less funds holding
Funds holding: 134 → 131 (-3)
3.26% less ownership
Funds ownership: 68.95% → 65.68% (-3.3%)
19% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 16
45% less call options, than puts
Call options by funds: $377K | Put options by funds: $687K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$8.15M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$1.53M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.2M |
| 4 |
BlackRock
New York
|
+$1.09M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$7.67M |
| 2 |
QI
QV Investors
Calgary,
Alberta, Canada
|
-$4.2M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$4.04M |
| 4 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$3.88M |
| 5 |
RA
Royce & Associates
New York
|
-$3.83M |
HY Hedge Fund Activity: Q4 2018 in Review
131 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q4 2018, worth a combined $516M — down 4% from $538M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of HY and 13 opened new positions — a net loss of 3 holders — while 49 trimmed existing stakes and 46 added.
The largest buyer was PNC Financial Services Group, adding an estimated $8.15M. The largest seller was Deutsche Bank, cutting an estimated $7.67M.
- 131 institutional investors held Hyster-Yale Materials Handling (HY) as of Q4 2018, down from 134 in Q3 2018.
- Funds reported $516M of Hyster-Yale Materials Handling stock for Q4 2018, down 4% quarter-over-quarter.
- 13 funds opened new Hyster-Yale Materials Handling positions in Q4 2018 and 16 closed out, a net change of -3 holders.
- The largest Hyster-Yale Materials Handling buyer in Q4 2018 was PNC Financial Services Group, an estimated $8.15M added.
- The largest Hyster-Yale Materials Handling seller in Q4 2018 was Deutsche Bank, an estimated $7.67M sold.
Based on aggregated 13F filings for Q4 2018.