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Hyster-Yale Materials Handling
HY

157 hedge funds and large institutions have $301M invested in Hyster-Yale Materials Handling in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 57

2% less funds holding

Funds holding: 161 → 157 (-4)

2.68% less ownership

Funds ownership: 59.98% → 57.31% (-2.7%)

11% less capital invested

Capital invested by funds: $340M → $301M (-$38.7M)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

99% less call options, than puts

Call options by funds: $11K | Put options by funds: $966K

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
157
Holders Change
-4
Holders Change %
-2.48%
% of All Funds
2.06%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
52
Reduced
57
Closed
21
Calls
$11K
Puts
$966K
Net Calls
-$955K
Net Calls Change
-$962K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$4.58M
2
Jane Street
Jane Street
New York
+$2.23M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$1.36M
4
HF
HRT Financial
New York
+$1.26M
5
American Century Companies
American Century Companies
Missouri
+$1.08M

Top Sellers

Rank Fund Capital Flow
1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$8.62M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$7.26M
3
Vontobel Holding
Vontobel Holding
Switzerland
-$3.99M
4
DLP
De Lisle Partners
United Kingdom
-$1.49M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
26
Truvestments Capital
Florida
$2.54M -$358K -9,174 -12%
EF
27
Empowered Funds
Pennsylvania
$2.22M +$266K +6,812 +13%
Two Sigma Investments
28
Two Sigma Investments
New York
$2.13M +$642K +16,465 +40%
IP
29
Isthmus Partners
Wisconsin
$2.02M +$221K +5,659 +12%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$1.98M +$131K +3,370 +7%
GF
31
Gabelli Funds
New York
$1.91M -$31.2K -800 -2%
JP Morgan Chase
32
JP Morgan Chase
New York
$1.82M -$196K -5,030 -9%
MP
33
McDonald Partners
Ohio
$1.72M +$42K +1,076 +2%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$1.7M +$37K +948 +2%
JIC
35
Johnson Investment Counsel
Ohio
$1.64M – – –
Swedbank
36
Swedbank
Sweden
$1.58M – – –
Renaissance Technologies
37
Renaissance Technologies
New York
$1.56M +$320K +8,200 +24%
UBS Group
38
UBS Group
Switzerland
$1.56M +$889K +22,790 +117%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$1.56M -$936 -24 -0.1%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$1.39M +$238K +6,100 +19%
AG
41
Algert Global
California
$1.38M +$171K +4,380 +13%
GCP
42
GSA Capital Partners
United Kingdom
$1.31M -$87.8K -2,252 -6%
Fisher Asset Management
43
Fisher Asset Management
Washington
$1.3M – – –
Mackenzie Financial
44
Mackenzie Financial
Ontario, Canada
$1.29M +$1.36M +34,944 New
KeyBank National Association
45
KeyBank National Association
Ohio
$1.28M – – –
HF
46
HRT Financial
New York
$1.19M +$1.26M +32,322 New
SEI Investments
47
SEI Investments
Pennsylvania
$1.12M -$56.2K -1,442 -5%
Ameriprise
48
Ameriprise
Minnesota
$885K -$696K -17,850 -43%
GC
49
Globeflex Capital
California
$871K – – –
Squarepoint
50
Squarepoint
New York
$867K +$431K +11,057 +89%
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HY Hedge Fund Activity: Q3 2025 in Review

157 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2025, worth a combined $301M — down 11% from $340M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of HY and 17 opened new positions — a net loss of 4 holders — while 57 trimmed existing stakes and 52 added.

The largest buyer was Millennium Management, adding an estimated $4.58M. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $8.62M sold.

  • 157 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2025, down from 161 in Q2 2025.
  • Funds reported $301M of Hyster-Yale Materials Handling stock for Q3 2025, down 11% quarter-over-quarter.
  • 17 funds opened new Hyster-Yale Materials Handling positions in Q3 2025 and 21 closed out, a net change of -4 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q3 2025 was Millennium Management, an estimated $4.58M added.
  • The largest Hyster-Yale Materials Handling seller in Q3 2025 was Fuller & Thaler Asset Management, an estimated $8.62M sold.

Based on aggregated 13F filings for Q3 2025.