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Hyster-Yale Materials Handling
HY

106 hedge funds and large institutions have $248M invested in Hyster-Yale Materials Handling in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 106 → 106 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0.17% less ownership

Funds ownership: 57.46% → 57.29% (-0.17%)

8% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 40

19% less capital invested

Capital invested by funds: $307M → $248M (-$58.3M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.45M

Holders
106
Holders Change
–
Holders Change %
0%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
37
Reduced
40
Closed
15
Calls
–
Puts
$1.45M
Net Calls
-$1.45M
Net Calls Change
+$441K

Top Buyers

1
GI
GAMCO Investors
Connecticut
+$8.84M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$6.53M
3
MP
McDonald Partners
Ohio
+$2.1M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$1.63M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.49M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$5.25M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.51M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
-$3.37M
4
Victory Capital Management
Victory Capital Management
Texas
-$3.14M
5
RA
Royce & Associates
New York
-$2.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$1.74M +$40.5K +1,024 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
27
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.64M – – –
Mitsubishi UFJ Asset Management
28
Mitsubishi UFJ Asset Management
Japan
$1.62M +$349K +8,817 +22%
EGM
29
Engineers Gate Manager
New York
$1.54M +$963K +24,359 +111%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$1.29M -$404K -10,224 -21%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$1.29M +$550K +13,908 +55%
Invesco
32
Invesco
Georgia
$1.14M +$549K +13,885 +68%
GF
33
Gabelli Funds
New York
$1.13M +$274K +6,932 +26%
Ameriprise
34
Ameriprise
Minnesota
$1.03M +$302K +7,633 +33%
Bank of America
35
Bank of America
North Carolina
$968K -$27.6K -697 -2%
IP
36
Isthmus Partners
Wisconsin
$942K +$176K +4,442 +19%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$931K +$565K +14,304 +104%
RB
38
Rodgers Brothers
Pennsylvania
$805K -$1.3M -32,850 -58%
HIIFS
39
Harel Insurance Investments & Financial Services
Israel
$755K -$51.5K -1,302 -5%
UBS Group
40
UBS Group
Switzerland
$748K +$148K +3,753 +20%
KeyBank National Association
41
KeyBank National Association
Ohio
$714K +$107K +2,700 +14%
HF
42
HRT Financial
New York
$691K +$824K +20,836 New
JIC
43
Johnson Investment Counsel
Ohio
$598K – – –
Tudor Investment Corp
44
Tudor Investment Corp
Connecticut
$579K -$73.5K -1,859 -10%
Swiss National Bank
45
Swiss National Bank
Switzerland
$561K +$47.4K +1,200 +8%
First Trust Advisors
46
First Trust Advisors
Illinois
$496K -$34.3K -867 -5%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$475K +$565K +14,300 New
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$456K +$98K +2,479 +22%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$455K -$50.2K -1,270 -8%
KS
50
Karpas Strategies
Connecticut
$438K -$10.6K -269 -2%
1
2
3 4 5

HY Hedge Fund Activity: Q1 2022 in Review

106 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q1 2022, worth a combined $248M — down 19% from $307M a quarter earlier.

Fund positioning in HY was balanced in Q1 2022: 15 funds opened new positions, 15 closed out, 37 added to existing stakes and 40 trimmed.

The largest buyer was GAMCO Investors, adding an estimated $8.84M. The largest seller was Vanguard Group, cutting an estimated $5.25M.

  • 106 institutional investors held Hyster-Yale Materials Handling (HY) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $248M of Hyster-Yale Materials Handling stock for Q1 2022, down 19% quarter-over-quarter.
  • 15 funds opened new Hyster-Yale Materials Handling positions in Q1 2022 and 15 closed out, a net change of 0 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q1 2022 was GAMCO Investors, an estimated $8.84M added.
  • The largest Hyster-Yale Materials Handling seller in Q1 2022 was Vanguard Group, an estimated $5.25M sold.

Based on aggregated 13F filings for Q1 2022.