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Hyster-Yale Materials Handling
HY

129 hedge funds and large institutions have $489M invested in Hyster-Yale Materials Handling in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 35

2% less funds holding

Funds holding: 131 → 129 (-2)

3.94% less ownership

Funds ownership: 65.68% → 61.74% (-3.9%)

5% less capital invested

Capital invested by funds: $516M → $489M (-$27.5M)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.59M

Holders
129
Holders Change
-2
Holders Change %
-1.53%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
46
Reduced
35
Closed
17
Calls
–
Puts
$2.59M
Net Calls
-$2.59M
Net Calls Change
-$2.28M

Top Buyers

Rank Fund Capital Flow
1
IP
Isthmus Partners
Wisconsin
+$12.1M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$9.94M
3
Deutsche Bank
Deutsche Bank
Germany
+$8.27M
4
Goldman Sachs
Goldman Sachs
New York
+$3.01M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.82M

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$50.6M
2
QI
QV Investors
Alberta, Canada
-$10.7M
3
MCM
Matarin Capital Management
New York
-$4.17M
4
RA
Royce & Associates
New York
-$2.75M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$3.88M +$3.01M +44,442 +249%
CFMC
27
Curbstone Financial Management Corp
New Hampshire
$3.81M – – –
Hotchkis & Wiley Capital Management
28
Hotchkis & Wiley Capital Management
California
$3.74M +$437K +6,450 +12%
Bank of America
29
Bank of America
North Carolina
$3.67M +$184K +2,723 +5%
JP Morgan Chase
30
JP Morgan Chase
New York
$3.63M +$12.3K +182 +0.3%
QI
31
QV Investors
Alberta, Canada
$3.24M -$10.7M -158,140 -75%
Wells Fargo
32
Wells Fargo
California
$3.08M +$492K +7,270 +17%
AllianceBernstein
33
AllianceBernstein
Tennessee
$2.46M – – –
Barrow, Hanley, Mewhinney & Strauss
34
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.3M +$61.4K +906 +3%
TCIM
35
TIAA CREF Investment Management
New York
$2.28M -$339K -5,002 -12%
Ameriprise
36
Ameriprise
Minnesota
$2.26M +$982K +14,500 +67%
PPA
37
Parametric Portfolio Associates
Washington
$1.93M +$64.6K +954 +3%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$1.91M +$269K +3,972 +15%
Morgan Stanley
39
Morgan Stanley
New York
$1.9M -$146K -2,152 -7%
Renaissance Technologies
40
Renaissance Technologies
New York
$1.74M +$989K +14,600 +110%
Invesco
41
Invesco
Georgia
$1.7M +$34.5K +509 +2%
TA
42
Teachers Advisors
New York
$1.66M -$215K -3,170 -11%
Millennium Management
43
Millennium Management
New York
$1.45M +$1.57M +23,187 New
Ohio Public Employees Retirement System (OPERS)
44
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.42M +$194K +2,871 +14%
BCM
45
Bridgeway Capital Management
Texas
$1.38M – – –
JIC
46
Johnson Investment Counsel
Ohio
$1.33M – – –
Citigroup
47
Citigroup
New York
$1.3M +$1.18M +17,385 +499%
MSL
48
Mackay Shields LLC
New York
$1.16M +$190K +2,800 +18%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$1.11M – – –
AAA
50
Adams Asset Advisors
Texas
$1.07M – – –
1
2
3 4 5

HY Hedge Fund Activity: Q1 2019 in Review

129 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q1 2019, worth a combined $489M — down 5.3% from $516M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of HY and 15 opened new positions — a net loss of 2 holders — while 35 trimmed existing stakes and 46 added.

The largest buyer was Isthmus Partners, adding an estimated $12.1M. The largest seller was PNC Financial Services Group, cutting an estimated $50.6M.

  • 129 institutional investors held Hyster-Yale Materials Handling (HY) as of Q1 2019, down from 131 in Q4 2018.
  • Funds reported $489M of Hyster-Yale Materials Handling stock for Q1 2019, down 5.3% quarter-over-quarter.
  • 15 funds opened new Hyster-Yale Materials Handling positions in Q1 2019 and 17 closed out, a net change of -2 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q1 2019 was Isthmus Partners, an estimated $12.1M added.
  • The largest Hyster-Yale Materials Handling seller in Q1 2019 was PNC Financial Services Group, an estimated $50.6M sold.

Based on aggregated 13F filings for Q1 2019.