Hyster-Yale Materials Handling
131 hedge funds and large institutions have $684M invested in Hyster-Yale Materials Handling in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 35 increasing their positions, 51 reducing their positions, and 11 closing their positions.
1,334% more call options, than puts
Call options by funds: $6.74M | Put options by funds: $470K
127% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 11
47% more capital invested
Capital invested by funds: $464M → $684M (+$220M)
9% more funds holding
Funds holding: 120 → 131 (+11)
0.11% more ownership
Funds ownership: 60.24% → 60.35% (+0.11%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
31% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$27M |
| 2 |
RCMNY
Rubric Capital Management (New York)
New York
|
+$19.4M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$12M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$11.1M |
| 5 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$7.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$24M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$11.4M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$9.98M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$7.64M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$5.57M |
HY Hedge Fund Activity: Q1 2021 in Review
131 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q1 2021, worth a combined $684M — up 47% from $464M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new HY positions and 11 closed out — a net gain of 14 holders — while 35 added to existing stakes and 51 trimmed.
The largest buyer was Janus Henderson Group, opening a new position worth an estimated $27M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $24M.
- 131 institutional investors held Hyster-Yale Materials Handling (HY) as of Q1 2021, up from 120 in Q4 2020.
- Funds reported $684M of Hyster-Yale Materials Handling stock for Q1 2021, up 47% quarter-over-quarter.
- 25 funds opened new Hyster-Yale Materials Handling positions in Q1 2021 and 11 closed out, a net change of +14 holders.
- The largest Hyster-Yale Materials Handling buyer in Q1 2021 was Janus Henderson Group, an estimated $27M added.
- The largest Hyster-Yale Materials Handling seller in Q1 2021 was Fuller & Thaler Asset Management, an estimated $24M sold.
Based on aggregated 13F filings for Q1 2021.