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Hyster-Yale Materials Handling
HY

126 hedge funds and large institutions have $408M invested in Hyster-Yale Materials Handling in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

4% more funds holding

Funds holding: 121 → 126 (+5)

3% less capital invested

Capital invested by funds: $421M → $408M (-$13.9M)

1.46% less ownership

Funds ownership: 59.7% → 58.24% (-1.5%)

25% less call options, than puts

Call options by funds: $1.66M | Put options by funds: $2.22M

Holders
126
Holders Change
+5
Holders Change %
+4.13%
% of All Funds
2.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
44
Reduced
38
Closed
12
Calls
$1.66M
Puts
$2.22M
Net Calls
-$567K
Net Calls Change
+$2.04M

Top Buyers

Rank Fund Capital Flow
1
BGIM
Brandywine Global Investment Management
Pennsylvania
+$3.54M
2
BlackRock
BlackRock
New York
+$2.61M
3
Lazard Asset Management
Lazard Asset Management
New York
+$2.2M
4
EVC
Eidelman Virant Capital
Missouri
+$2.03M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
-$5.9M
2
FP
Foundry Partners
Minnesota
-$4.91M
3
Millennium Management
Millennium Management
New York
-$4.32M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$4.21M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
QI
26
QS Investors
New York
$2.89M – – –
Federated Hermes
27
Federated Hermes
Pennsylvania
$2.72M -$818K -14,717 -23%
Lazard Asset Management
28
Lazard Asset Management
New York
$2.16M +$2.2M +39,504 New
Two Sigma Investments
29
Two Sigma Investments
New York
$2.07M +$1.23M +22,183 +142%
EVC
30
Eidelman Virant Capital
Missouri
$2M +$2.03M +36,500 New
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$1.91M +$416K +7,486 +27%
Squarepoint
32
Squarepoint
New York
$1.77M +$1.21M +21,782 +207%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$1.73M +$471K +8,473 +37%
Barrow, Hanley, Mewhinney & Strauss
34
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.73M -$221K -3,976 -11%
JP Morgan Chase
35
JP Morgan Chase
New York
$1.57M -$1.64M -29,587 -51%
Invesco
36
Invesco
Georgia
$1.54M +$99K +1,782 +7%
Ameriprise
37
Ameriprise
Minnesota
$1.52M -$99.7K -1,794 -6%
Citadel Advisors
38
Citadel Advisors
Florida
$1.51M +$989K +17,790 +183%
Morgan Stanley
39
Morgan Stanley
New York
$1.47M +$206K +3,701 +16%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$1.39M +$445K +8,000 +46%
PPA
41
Parametric Portfolio Associates
Washington
$1.33M -$322K -5,789 -19%
Ohio Public Employees Retirement System (OPERS)
42
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.3M -$2.22K -40 -0.2%
JIC
43
Johnson Investment Counsel
Ohio
$1.17M – – –
Goldman Sachs
44
Goldman Sachs
New York
$1.05M +$286K +5,150 +37%
IP
45
Isthmus Partners
Wisconsin
$1.05M +$60.3K +1,085 +6%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$1M +$29.8K +536 +3%
ECM
47
ExodusPoint Capital Management
New York
$956K +$971K +17,472 New
VRS
48
Virginia Retirement Systems
Virginia
$947K +$533K +9,600 +125%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$945K +$319K +5,735 +50%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$941K +$71.2K +1,281 +8%
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HY Hedge Fund Activity: Q3 2019 in Review

126 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2019, worth a combined $408M — down 3.3% from $421M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HY positions and 12 closed out — a net gain of 5 holders — while 44 added to existing stakes and 38 trimmed.

The largest buyer was Brandywine Global Investment Management, adding an estimated $3.54M. The largest seller was LSV Asset Management, cutting an estimated $5.9M.

  • 126 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2019, up from 121 in Q2 2019.
  • Funds reported $408M of Hyster-Yale Materials Handling stock for Q3 2019, down 3.3% quarter-over-quarter.
  • 17 funds opened new Hyster-Yale Materials Handling positions in Q3 2019 and 12 closed out, a net change of +5 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q3 2019 was Brandywine Global Investment Management, an estimated $3.54M added.
  • The largest Hyster-Yale Materials Handling seller in Q3 2019 was LSV Asset Management, an estimated $5.9M sold.

Based on aggregated 13F filings for Q3 2019.