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Hyster-Yale Materials Handling

175 hedge funds and large institutions have $601M invested in Hyster-Yale Materials Handling in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

16% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 56

12% more capital invested

Capital invested by funds: $539M → $601M (+$62.3M)

7% more funds holding

Funds holding: 164175 (+11)

1.07% more ownership

Funds ownership: 60.38%61.45% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

50% less call options, than puts

Call options by funds: $494K | Put options by funds: $990K

Holders
175
Holders Change
+11
Holders Change %
+6.71%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
65
Reduced
56
Closed
24
Calls
$494K
Puts
$990K
Net Calls
-$496K
Net Calls Change
-$599K
Name Holding Trade Value Shares
Change
Change in
Stake
Swedbank
26
Swedbank
Sweden
$5.15M -$825K -12,089 -14%
FP
27
Foundry Partners
Minnesota
$5.05M +$4.94M +72,363 New
Lazard Asset Management
28
Lazard Asset Management
New York
$4.96M +$111K +1,626 +2%
Citadel Advisors
29
Citadel Advisors
Florida
$4.6M +$1.81M +26,526 +67%
IP
30
Isthmus Partners
Wisconsin
$4M -$44.4K -651 -1%
GF
31
Gabelli Funds
New York
$3.81M -$75.1K -1,100 -2%
BGIM
32
Brandywine Global Investment Management
Pennsylvania
$3.53M +$169K +2,474 +5%
Renaissance Technologies
33
Renaissance Technologies
New York
$3.49M +$252K +3,700 +8%
PAM
34
Panagora Asset Management
Massachusetts
$3.37M +$106K +1,553 +3%
Millennium Management
35
Millennium Management
New York
$3.35M +$48.7K +713 +2%
JIC
36
Johnson Investment Counsel
Ohio
$3.11M
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$3.11M +$1.01M +14,740 +49%
SEI Investments
38
SEI Investments
Pennsylvania
$3.08M +$598K +8,764 +25%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$2.93M +$13.1K +192 +0.5%
HAIM
40
Hunter Associates Investment Management
Pennsylvania
$2.84M -$781K -11,450 -22%
MP
41
McDonald Partners
Ohio
$2.81M +$24K +352 +0.9%
Deutsche Bank
42
Deutsche Bank
Germany
$2.75M +$2.27M +33,239 +533%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$2.71M -$13.1M -192,471 -83%
JP Morgan Chase
44
JP Morgan Chase
New York
$2.58M -$694K -10,167 -22%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$2.51M +$2.46M +36,014 New
Fisher Asset Management
46
Fisher Asset Management
Washington
$2.37M -$106K -1,553 -4%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$2.27M +$725K +10,628 +48%
DLP
48
De Lisle Partners
United Kingdom
$2.27M +$2.22M +32,599 New
Voloridge Investment Management
49
Voloridge Investment Management
Florida
$2.2M +$618K +9,061 +40%
TC
50
Truvestments Capital
Florida
$2.19M +$252K +3,699 +13%