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Hyster-Yale Materials Handling
HY

108 hedge funds and large institutions have $269M invested in Hyster-Yale Materials Handling in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

1% more funds holding

Funds holding: 107 → 108 (+1)

1.75% less ownership

Funds ownership: 57.85% → 56.1% (-1.7%)

7% less capital invested

Capital invested by funds: $289M → $269M (-$19.5M)

29% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 41

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $390K

Holders
108
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
2.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
29
Reduced
41
Closed
15
Calls
–
Puts
$390K
Net Calls
-$390K
Net Calls Change
-$34K

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.69M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.84M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$2.75M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.11M
5
BCM
Bridgeway Capital Management
Texas
+$1.95M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$5.67M
2
Norges Bank
Norges Bank
Norway
-$5.34M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$5.24M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$3.67M
5
QI
QS Investors
New York
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$1.84M +$1.95M +49,600 New
N
27
Nuveen
North Carolina
$1.7M +$127K +3,227 +8%
Victory Capital Management
28
Victory Capital Management
Texas
$1.22M +$371K +9,424 +41%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$1.21M +$41.4K +1,051 +3%
Invesco
30
Invesco
Georgia
$1.16M -$34.7K -880 -3%
Wells Fargo
31
Wells Fargo
California
$1.15M +$41.6K +1,057 +4%
MCM
32
Matarin Capital Management
New York
$953K +$1.01M +25,643 New
First Trust Advisors
33
First Trust Advisors
Illinois
$916K +$971K +24,647 New
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$831K +$19.7K +500 +2%
IP
35
Isthmus Partners
Wisconsin
$827K +$55.2K +1,401 +7%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$795K -$160K -4,062 -16%
Ameriprise
37
Ameriprise
Minnesota
$729K -$234K -5,955 -23%
JIC
38
Johnson Investment Counsel
Ohio
$720K -$866 -22 -0.1%
AG
39
Aperio Group
California
$604K +$116K +2,952 +22%
PPA
40
Parametric Portfolio Associates
Washington
$590K -$39.7K -1,009 -6%
KeyBank National Association
41
KeyBank National Association
Ohio
$586K – – –
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$582K -$83.6K -2,123 -12%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$568K – – –
SO
44
STRS Ohio
Ohio
$557K +$587K +14,900 +14,900%
Marshall Wace
45
Marshall Wace
United Kingdom
$543K +$576K +14,621 New
Swiss National Bank
46
Swiss National Bank
Switzerland
$542K – – –
Citadel Advisors
47
Citadel Advisors
Florida
$524K -$848K -21,540 -60%
TRCT
48
Tower Research Capital (TRC)
New York
$517K +$362K +9,195 +195%
SAM
49
Shell Asset Management
Netherlands
$502K – – –
KS
50
Karpas Strategies
Connecticut
$499K -$19.7K -500 -4%
1
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3 4 5

HY Hedge Fund Activity: Q3 2020 in Review

108 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2020, worth a combined $269M — down 6.7% from $289M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HY positions and 15 closed out — a net gain of 1 holder — while 29 added to existing stakes and 41 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $4.69M. The largest seller was Franklin Resources, exiting entirely with an estimated $5.67M sold.

  • 108 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2020, up from 107 in Q2 2020.
  • Funds reported $269M of Hyster-Yale Materials Handling stock for Q3 2020, down 6.7% quarter-over-quarter.
  • 16 funds opened new Hyster-Yale Materials Handling positions in Q3 2020 and 15 closed out, a net change of +1 holder.
  • The largest Hyster-Yale Materials Handling buyer in Q3 2020 was Bank of New York Mellon, an estimated $4.69M added.
  • The largest Hyster-Yale Materials Handling seller in Q3 2020 was Franklin Resources, an estimated $5.67M sold.

Based on aggregated 13F filings for Q3 2020.