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Hyster-Yale Materials Handling
HY

148 hedge funds and large institutions have $275M invested in Hyster-Yale Materials Handling in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,140% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $10K

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

51% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 41

15% more capital invested

Capital invested by funds: $240M → $275M (+$35.6M)

3% more funds holding

Funds holding: 143 → 148 (+5)

2.13% more ownership

Funds ownership: 56.5% → 58.63% (+2.1%)

Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
1.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
62
Reduced
41
Closed
15
Calls
$1.02M
Puts
$10K
Net Calls
+$1.01M
Net Calls Change
+$1.03M

Top Buyers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$9.18M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$4.85M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$2.7M
4
EF
Empowered Funds
Pennsylvania
+$2.51M
5
OAM
OP Asset Management
+$1.61M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$3.02M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.84M
3
IAM
Impala Asset Management
Florida
-$1.49M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$1.4M
5
TC
Truvestments Capital
Florida
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
PRCP
51
Pacific Ridge Capital Partners
Oregon
$905K +$265K +7,715 +38%
Franklin Resources
52
Franklin Resources
California
$822K +$179K +5,216 +26%
MAM
53
Martingale Asset Management
Massachusetts
$813K +$65.1K +1,898 +8%
SFI
54
Susquehanna Fundamental Investments
Pennsylvania
$795K +$34.4K +1,002 +4%
SEI Investments
55
SEI Investments
Pennsylvania
$760K -$202K -5,891 -20%
N
56
Nuveen
North Carolina
$757K +$4.22K +123 +0.5%
XT
57
XTX Topco
Cayman Islands
$754K +$329K +9,578 +70%
Invesco
58
Invesco
Georgia
$730K +$24.8K +724 +3%
GCP
59
GSA Capital Partners
United Kingdom
$638K -$508K -14,795 -43%
VGA
60
Vanguard Global Advisers
Pennsylvania
$559K +$590K +17,186 New
Swiss National Bank
61
Swiss National Bank
Switzerland
$540K – – –
QCM
62
Quantinno Capital Management
New York
$524K +$202K +5,881 +57%
II
63
Inspire Investing
Idaho
$515K +$1.34K +39 +0.2%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$500K -$7.24K -211 -1%
AC
65
Allstate Corporation
Illinois
$472K +$498K +14,507 New
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$462K +$45.3K +1,319 +10%
Mirae Asset Global Investments
67
Mirae Asset Global Investments
South Korea
$441K +$111K +3,231 +31%
Ohio Public Employees Retirement System (OPERS)
68
Ohio Public Employees Retirement System (OPERS)
Ohio
$431K +$154K +4,476 +51%
Creative Planning
69
Creative Planning
Kansas
$427K +$168K +4,887 +59%
SRC
70
Shufro Rose & Co
New York
$423K +$446K +13,000 New
EGM
71
Engineers Gate Manager
New York
$410K -$178K -5,186 -29%
Amundi
72
Amundi
France
$407K +$120K +3,507 +39%
BIG
73
Brooklyn Investment Group
New York
$400K -$159K -4,633 -27%
UBS AM
74
UBS AM
Illinois
$382K +$5.08K +148 +1%
Deutsche Bank
75
Deutsche Bank
Germany
$354K -$526K -15,339 -58%
1 2
3
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HY Hedge Fund Activity: Q1 2026 in Review

148 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q1 2026, worth a combined $275M — up 15% from $240M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HY positions and 15 closed out — a net gain of 9 holders — while 62 added to existing stakes and 41 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $9.18M. The largest seller was Millennium Management, cutting an estimated $3.02M.

  • 148 institutional investors held Hyster-Yale Materials Handling (HY) as of Q1 2026, up from 143 in Q4 2025.
  • Funds reported $275M of Hyster-Yale Materials Handling stock for Q1 2026, up 15% quarter-over-quarter.
  • 24 funds opened new Hyster-Yale Materials Handling positions in Q1 2026 and 15 closed out, a net change of +9 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q1 2026 was DePrince Race & Zollo Inc (DRZ), an estimated $9.18M added.
  • The largest Hyster-Yale Materials Handling seller in Q1 2026 was Millennium Management, an estimated $3.02M sold.

Based on aggregated 13F filings for Q1 2026.