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Hyster-Yale Materials Handling
HY

148 hedge funds and large institutions have $275M invested in Hyster-Yale Materials Handling in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,140% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $10K

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

51% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 41

15% more capital invested

Capital invested by funds: $240M → $275M (+$35.6M)

3% more funds holding

Funds holding: 143 → 148 (+5)

2.13% more ownership

Funds ownership: 56.5% → 58.63% (+2.1%)

Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
1.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
62
Reduced
41
Closed
15
Calls
$1.02M
Puts
$10K
Net Calls
+$1.01M
Net Calls Change
+$1.03M

Top Buyers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$9.18M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$4.85M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$2.7M
4
EF
Empowered Funds
Pennsylvania
+$2.51M
5
OAM
OP Asset Management
+$1.61M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$3.02M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.84M
3
IAM
Impala Asset Management
Florida
-$1.49M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$1.4M
5
TC
Truvestments Capital
Florida
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$2.96M +$459K +13,376 +17%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$2.7M +$2.7M +78,557 +1,748%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$2.52M +$358K +10,424 +16%
VFT
29
Vanguard Fiduciary Trust
Pennsylvania
$2.47M +$2.61M +75,926 New
EF
30
Empowered Funds
Pennsylvania
$2.37M +$2.51M +73,025 New
IP
31
Isthmus Partners
Wisconsin
$1.96M +$95.6K +2,784 +5%
OAM
32
OP Asset Management
$1.83M +$1.61M +46,862 +492%
GF
33
Gabelli Funds
New York
$1.83M – – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$1.73M +$171K +4,971 +10%
JP Morgan Chase
35
JP Morgan Chase
New York
$1.66M +$230K +6,707 +15%
MP
36
McDonald Partners
Ohio
$1.45M +$147K +4,286 +11%
Renaissance Technologies
37
Renaissance Technologies
New York
$1.41M +$120K +3,500 +9%
JIC
38
Johnson Investment Counsel
Ohio
$1.39M -$68.6K -2,000 -4%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$1.37M +$27.8K +811 +2%
UBS Group
40
UBS Group
Switzerland
$1.26M +$36.9K +1,075 +3%
Mitsubishi UFJ Asset Management
41
Mitsubishi UFJ Asset Management
Japan
$1.23M +$24.6K +716 +2%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$1.18M -$188K -5,467 -13%
Citadel Advisors
43
Citadel Advisors
Florida
$1.17M +$461K +13,430 +59%
Two Sigma Investments
44
Two Sigma Investments
New York
$1.14M +$226K +6,593 +23%
KeyBank National Association
45
KeyBank National Association
Ohio
$1.13M – – –
Jane Street
46
Jane Street
New York
$1.08M +$659K +19,205 +138%
Fisher Asset Management
47
Fisher Asset Management
Washington
$1.06M -$11.3K -329 -1%
Bank of America
48
Bank of America
North Carolina
$1.04M +$136K +3,951 +14%
Ameriprise
49
Ameriprise
Minnesota
$1.03M +$188K +5,463 +21%
TC
50
Truvestments Capital
Florida
$1.03M -$1.19M -34,626 -52%
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HY Hedge Fund Activity: Q1 2026 in Review

148 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q1 2026, worth a combined $275M — up 15% from $240M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HY positions and 15 closed out — a net gain of 9 holders — while 62 added to existing stakes and 41 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $9.18M. The largest seller was Millennium Management, cutting an estimated $3.02M.

  • 148 institutional investors held Hyster-Yale Materials Handling (HY) as of Q1 2026, up from 143 in Q4 2025.
  • Funds reported $275M of Hyster-Yale Materials Handling stock for Q1 2026, up 15% quarter-over-quarter.
  • 24 funds opened new Hyster-Yale Materials Handling positions in Q1 2026 and 15 closed out, a net change of +9 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q1 2026 was DePrince Race & Zollo Inc (DRZ), an estimated $9.18M added.
  • The largest Hyster-Yale Materials Handling seller in Q1 2026 was Millennium Management, an estimated $3.02M sold.

Based on aggregated 13F filings for Q1 2026.