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Hyster-Yale Materials Handling

118 hedge funds and large institutions have $388M invested in Hyster-Yale Materials Handling in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.19% less ownership

Funds ownership: 59.74%59.55% (-0.19%)

8% less funds holding

Funds holding: 128118 (-10)

22% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 46

31% less capital invested

Capital invested by funds: $565M → $388M (-$177M)

45% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 22

72% less call options, than puts

Call options by funds: $332K | Put options by funds: $1.18M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
118
Holders Change
-10
Holders Change %
-7.81%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
36
Reduced
46
Closed
22
Calls
$332K
Puts
$1.18M
Net Calls
-$845K
Net Calls Change
-$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
26
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.51M
N
27
Nuveen
North Carolina
$2.5M -$408K -6,633 -12%
RB
28
Rodgers Brothers
Pennsylvania
$2.49M +$2.73M +44,375 +870%
MP
29
McDonald Partners
Ohio
$2.38M -$179K -2,920 -6%
Citadel Advisors
30
Citadel Advisors
Florida
$2.12M +$1.31M +21,384 +103%
Goldman Sachs
31
Goldman Sachs
New York
$1.97M +$1.22M +19,802 +102%
First Trust Advisors
32
First Trust Advisors
Illinois
$1.77M -$533K -8,669 -20%
Diamond Hill Capital Management
33
Diamond Hill Capital Management
Ohio
$1.61M
Russell Investments Group
34
Russell Investments Group
United Kingdom
$1.52M -$1.27M -20,644 -41%
Norges Bank
35
Norges Bank
Norway
$1.5M +$1.84M +29,900 New
Bank of America
36
Bank of America
North Carolina
$1.4M -$40.1K -652 -2%
CC
37
Clearline Capital
New York
$1.39M -$41.1K -668 -2%
Deutsche Bank
38
Deutsche Bank
Germany
$1.38M -$11.4K -185 -0.7%
Invesco
39
Invesco
Georgia
$1.24M +$114K +1,851 +8%
GF
40
Gabelli Funds
New York
$1.19M -$387K -6,300 -21%
IP
41
Isthmus Partners
Wisconsin
$1.15M +$74.9K +1,219 +6%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$1.1M +$815K +13,254 +153%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$1.02M +$6.76K +110 +0.5%
UBS Group
44
UBS Group
Switzerland
$984K +$105K +1,707 +10%
Ameriprise
45
Ameriprise
Minnesota
$979K +$295K +4,800 +33%
Acadian Asset Management
46
Acadian Asset Management
Massachusetts
$950K -$769K -12,508 -40%
Mitsubishi UFJ Asset Management
47
Mitsubishi UFJ Asset Management
Japan
$927K +$38.1K +619 +3%
JP Morgan Chase
48
JP Morgan Chase
New York
$924K -$169K -2,748 -13%
JIC
49
Johnson Investment Counsel
Ohio
$904K -$246 -4 -0%
KeyBank National Association
50
KeyBank National Association
Ohio
$793K