We are live on ! Find out more
HY icon

Hyster-Yale Materials Handling

108 hedge funds and large institutions have $303M invested in Hyster-Yale Materials Handling in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 41 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.73% less ownership

Funds ownership: 59.66%58.92% (-0.73%)

8% less funds holding

Funds holding: 118108 (-10)

20% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 41

33% less capital invested

Capital invested by funds: $450M → $303M (-$148M)

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

62% less call options, than puts

Call options by funds: $241K | Put options by funds: $633K

Holders
108
Holders Change
-10
Holders Change %
-8.47%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
33
Reduced
41
Closed
21
Calls
$241K
Puts
$633K
Net Calls
-$392K
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
26
Curbstone Financial Management Corp
New Hampshire
$2.45M
Bank of America
27
Bank of America
North Carolina
$2.38M -$9.17K -182 -0.3%
Hotchkis & Wiley Capital Management
28
Hotchkis & Wiley Capital Management
California
$2.31M +$60.5K +1,200 +2%
N
29
Nuveen
North Carolina
$2.05M -$609K -12,074 -19%
QI
30
QS Investors
New York
$1.96M -$165K -3,271 -6%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$1.32M -$195K -3,862 -10%
Invesco
32
Invesco
Georgia
$1.31M +$188K +3,722 +13%
Ameriprise
33
Ameriprise
Minnesota
$1.14M -$58.5K -1,161 -4%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$1.04M -$5.04K -100 -0.4%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$906K -$439K -8,715 -28%
Federated Hermes
36
Federated Hermes
Pennsylvania
$846K -$1.28M -25,420 -55%
Wells Fargo
37
Wells Fargo
California
$799K +$36.2K +719 +4%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$781K +$313K +6,200 +47%
JIC
39
Johnson Investment Counsel
Ohio
$778K
DTL
40
Dynamic Technology Lab
Singapore
$747K +$939K +18,632 New
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$746K +$62.1K +1,233 +7%
PPA
42
Parametric Portfolio Associates
Washington
$728K -$302K -5,989 -25%
IP
43
Isthmus Partners
Wisconsin
$714K -$81K -1,608 -8%
KeyBank National Association
44
KeyBank National Association
Ohio
$633K -$2.47K -49 -0.3%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$613K -$24.4K -485 -3%
KS
46
Karpas Strategies
Connecticut
$559K
Barrow, Hanley, Mewhinney & Strauss
47
Barrow, Hanley, Mewhinney & Strauss
Texas
$556K -$614K -12,190 -47%
AG
48
Aperio Group
California
$532K +$188K +3,738 +39%
Goldman Sachs
49
Goldman Sachs
New York
$531K -$78.7K -1,562 -11%
SAM
50
Shell Asset Management
Netherlands
$510K -$9.78K -194 -2%