Hyster-Yale Materials Handling
126 hedge funds and large institutions have $408M invested in Hyster-Yale Materials Handling in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 12 closing their positions.
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
16% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 38
4% more funds holding
Funds holding: 121 → 126 (+5)
3% less capital invested
Capital invested by funds: $421M → $408M (-$13.9M)
1.46% less ownership
Funds ownership: 59.7% → 58.24% (-1.5%)
25% less call options, than puts
Call options by funds: $1.66M | Put options by funds: $2.22M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$3.54M |
| 2 |
BlackRock
New York
|
+$2.61M |
| 3 |
Lazard Asset Management
New York
|
+$2.2M |
| 4 |
EVC
Eidelman Virant Capital
Saint Louis,
Missouri
|
+$2.03M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$5.9M |
| 2 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$4.91M |
| 3 |
Millennium Management
New York
|
-$4.32M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4.21M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.13M |
HY Hedge Fund Activity: Q3 2019 in Review
126 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2019, worth a combined $408M — down 3.3% from $421M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new HY positions and 12 closed out — a net gain of 5 holders — while 44 added to existing stakes and 38 trimmed.
The largest buyer was Brandywine Global Investment Management, adding an estimated $3.54M. The largest seller was LSV Asset Management, cutting an estimated $5.9M.
- 126 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2019, up from 121 in Q2 2019.
- Funds reported $408M of Hyster-Yale Materials Handling stock for Q3 2019, down 3.3% quarter-over-quarter.
- 17 funds opened new Hyster-Yale Materials Handling positions in Q3 2019 and 12 closed out, a net change of +5 holders.
- The largest Hyster-Yale Materials Handling buyer in Q3 2019 was Brandywine Global Investment Management, an estimated $3.54M added.
- The largest Hyster-Yale Materials Handling seller in Q3 2019 was LSV Asset Management, an estimated $5.9M sold.
Based on aggregated 13F filings for Q3 2019.