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Hyster-Yale Materials Handling
HY

Overview Fund Activity

118 hedge funds and large institutions have $450M invested in Hyster-Yale Materials Handling in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
41
Reduced
42
Closed
18
Calls
$466K
Puts
$2.09M
Net Calls
-$1.63M
Net Calls Change
-$1.06M

Top Buyers

1
GI
GAMCO Investors
Connecticut
$10.7M
2
TAM
THB Asset Management
Connecticut
$6.93M
3
Vanguard Group
Vanguard Group
Pennsylvania
$53.9M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$36.2M
5
Morgan Stanley
Morgan Stanley
New York
$4.23M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$0
2
RA
Royce & Associates
New York
$12.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$196K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$48.7M
5
EVC
Eidelman Virant Capital
Missouri
$678K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFMC
26
Curbstone Financial Management Corp
New Hampshire
$3.6M – – –
Bank of America
27
Bank of America
North Carolina
$3.51M +$161K +2,737 +5%
Hotchkis & Wiley Capital Management
28
Hotchkis & Wiley Capital Management
California
$3.33M +$212K +3,590 +7%
QI
29
QS Investors
New York
$3.08M -$41.4K -700 -1%
Federated Hermes
30
Federated Hermes
Pennsylvania
$2.74M -$189K -3,200 -6%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$2.17M +$316K +5,367 +17%
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$1.85M -$210K -3,559 -10%
Ameriprise
33
Ameriprise
Minnesota
$1.74M +$98.2K +1,665 +6%
Invesco
34
Invesco
Georgia
$1.71M +$53.5K +908 +3%
Two Sigma Investments
35
Two Sigma Investments
New York
$1.59M -$631K -10,709 -28%
Barrow, Hanley, Mewhinney & Strauss
36
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.54M -$321K -5,438 -17%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$1.54M +$35.4K +600 +2%
PPA
38
Parametric Portfolio Associates
Washington
$1.42M -$10.4K -176 -0.7%
Prudential Financial
39
Prudential Financial
New Jersey
$1.16M +$224K +3,800 +24%
IP
40
Isthmus Partners
Wisconsin
$1.15M +$18K +306 +2%
JIC
41
Johnson Investment Counsel
Ohio
$1.14M -$116K -1,964 -9%
Wells Fargo
42
Wells Fargo
California
$1.13M +$196K +3,323 +21%
Citadel Advisors
43
Citadel Advisors
Florida
$1.04M -$579K -9,820 -36%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$1.02M +$10.6K +180 +1%
VRS
45
Virginia Retirement Systems
Virginia
$1.01M -$5.9K -100 -0.6%
KeyBank National Association
46
KeyBank National Association
Ohio
$934K – – –
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$930K – – –
Goldman Sachs
48
Goldman Sachs
New York
$873K -$258K -4,372 -23%
KS
49
Karpas Strategies
Connecticut
$822K – – –
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$782K +$466K +7,900 +147%
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