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Hyster-Yale Materials Handling
HY

181 hedge funds and large institutions have $436M invested in Hyster-Yale Materials Handling in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 64 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% more ownership

Funds ownership: 60.49% → 60.82% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

9% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 64

1% less funds holding

Funds holding: 183 → 181 (-2)

20% less capital invested

Capital invested by funds: $542M → $436M (-$106M)

46% less call options, than puts

Call options by funds: $112K | Put options by funds: $209K

Holders
181
Holders Change
-2
Holders Change %
-1.09%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
58
Reduced
64
Closed
27
Calls
$112K
Puts
$209K
Net Calls
-$97K
Net Calls Change
-$333K

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$3.75M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.14M
3
JP Morgan Chase
JP Morgan Chase
New York
+$2.3M
4
American Century Companies
American Century Companies
Missouri
+$2.19M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.05M

Top Sellers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
-$3.88M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
-$3.32M
3
ZIM
Zacks Investment Management
Illinois
-$2.04M
4
SBH
Segall Bryant & Hamill
Illinois
-$1.91M
5
State Street
State Street
Massachusetts
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFMC
26
Curbstone Financial Management Corp
New Hampshire
$3.74M -$124K -2,126 -3%
First Trust Advisors
27
First Trust Advisors
Illinois
$3.26M +$3.75M +64,098 New
JP Morgan Chase
28
JP Morgan Chase
New York
$3.22M +$2.3M +39,415 +165%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$3.08M +$1.43M +24,438 +68%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$2.89M +$323K +5,531 +11%
Swedbank
31
Swedbank
Sweden
$2.72M -$130K -2,228 -4%
GF
32
Gabelli Funds
New York
$2.68M -$70.1K -1,200 -2%
IP
33
Isthmus Partners
Wisconsin
$2.4M +$13.9K +238 +0.5%
SEI Investments
34
SEI Investments
Pennsylvania
$2.35M +$29.6K +507 +1%
Bank of America
35
Bank of America
North Carolina
$2.28M +$401K +6,870 +18%
JIC
36
Johnson Investment Counsel
Ohio
$2.27M – – –
Ameriprise
37
Ameriprise
Minnesota
$2.26M +$64.5K +1,103 +3%
Deutsche Bank
38
Deutsche Bank
Germany
$2.25M +$191K +3,271 +8%
PAM
39
Panagora Asset Management
Massachusetts
$2.25M -$259K -4,436 -9%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$2.12M -$7.19K -123 -0.3%
TC
41
Truvestments Capital
Florida
$2.09M +$215K +3,680 +10%
DLP
42
De Lisle Partners
United Kingdom
$2.04M – – –
AQR Capital Management
43
AQR Capital Management
Connecticut
$1.92M -$605K -10,359 -22%
MP
44
McDonald Partners
Ohio
$1.86M -$148K -2,527 -6%
SG Americas Securities
45
SG Americas Securities
New York
$1.64M -$236K -4,042 -11%
SC
46
Scotia Capital
Ontario, Canada
$1.62M +$13K +223 +0.7%
Fisher Asset Management
47
Fisher Asset Management
Washington
$1.56M -$95.6K -1,636 -5%
Invesco
48
Invesco
Georgia
$1.55M -$76.4K -1,308 -4%
N
49
Nuveen
North Carolina
$1.55M -$48.4K -829 -3%
GC
50
Globeflex Capital
California
$1.54M -$100K -1,716 -5%
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HY Hedge Fund Activity: Q4 2024 in Review

181 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q4 2024, worth a combined $436M — down 20% from $542M a quarter earlier.

Fund positioning in HY was balanced in Q4 2024: 27 funds opened new positions, 27 closed out, 58 added to existing stakes and 64 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $3.75M. The largest seller was Federated Hermes, cutting an estimated $3.88M.

  • 181 institutional investors held Hyster-Yale Materials Handling (HY) as of Q4 2024, down from 183 in Q3 2024.
  • Funds reported $436M of Hyster-Yale Materials Handling stock for Q4 2024, down 20% quarter-over-quarter.
  • 27 funds opened new Hyster-Yale Materials Handling positions in Q4 2024 and 27 closed out, a net change of 0 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q4 2024 was First Trust Advisors, an estimated $3.75M added.
  • The largest Hyster-Yale Materials Handling seller in Q4 2024 was Federated Hermes, an estimated $3.88M sold.

Based on aggregated 13F filings for Q4 2024.