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Hyster-Yale Materials Handling
HY

106 hedge funds and large institutions have $248M invested in Hyster-Yale Materials Handling in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 106 → 106 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0.17% less ownership

Funds ownership: 57.46% → 57.29% (-0.17%)

8% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 40

19% less capital invested

Capital invested by funds: $307M → $248M (-$58.3M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.45M

Holders
106
Holders Change
–
Holders Change %
0%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
37
Reduced
40
Closed
15
Calls
–
Puts
$1.45M
Net Calls
-$1.45M
Net Calls Change
+$441K

Top Buyers

1
GI
GAMCO Investors
Connecticut
+$8.84M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$6.53M
3
MP
McDonald Partners
Ohio
+$2.1M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$1.63M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.49M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$5.25M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.51M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
-$3.37M
4
Victory Capital Management
Victory Capital Management
Texas
-$3.14M
5
RA
Royce & Associates
New York
-$2.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$418K +$498K +12,596 New
Jane Street
52
Jane Street
New York
$400K +$476K +12,041 New
SAM
53
Shell Asset Management
Netherlands
$396K -$69.6K -1,761 -13%
IA
54
IndexIQ Advisors
New York
$383K +$456K +11,544 New
GCP
55
GSA Capital Partners
United Kingdom
$369K -$293K -7,421 -40%
JP Morgan Chase
56
JP Morgan Chase
New York
$353K -$620K -15,675 -60%
Wells Fargo
57
Wells Fargo
California
$352K -$112K -2,827 -21%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$346K -$43.2K -1,094 -10%
SFI
59
Susquehanna Fundamental Investments
Pennsylvania
$344K +$42.3K +1,070 +12%
JF
60
Jump Financial
Illinois
$309K +$368K +9,300 New
AllianceBernstein
61
AllianceBernstein
Tennessee
$291K +$347K +8,774 New
SEI Investments
62
SEI Investments
Pennsylvania
$288K +$7.91K +200 +2%
QC
63
Quadrature Capital
United Kingdom
$278K -$82.5K -2,088 -20%
Allspring Global Investments
64
Allspring Global Investments
North Carolina
$275K -$7.47K -189 -2%
CSS
65
Cubist Systematic Strategies
Connecticut
$255K +$304K +7,679 New
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$244K +$6.36K +161 +2%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$242K +$277 +7 +0.1%
E
68
Ergoteles
New York
$239K +$285K +7,200 New
PPA
69
Parametric Portfolio Associates
Washington
$231K -$126K -3,186 -31%
Deutsche Bank
70
Deutsche Bank
Germany
$226K -$25.3K -640 -9%
QT
71
Quantbot Technologies
New York
$213K +$159K +4,022 +168%
CS
72
Credit Suisse
Switzerland
$205K +$5.22K +132 +2%
MIM
73
MetLife Investment Management
New Jersey
$193K +$80.2K +2,030 +54%
Citigroup
74
Citigroup
New York
$165K -$124K -3,147 -39%
AIG
75
American International Group
New York
$165K -$13.8K -349 -7%
1 2
3
4 5

HY Hedge Fund Activity: Q1 2022 in Review

106 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q1 2022, worth a combined $248M — down 19% from $307M a quarter earlier.

Fund positioning in HY was balanced in Q1 2022: 15 funds opened new positions, 15 closed out, 37 added to existing stakes and 40 trimmed.

The largest buyer was GAMCO Investors, adding an estimated $8.84M. The largest seller was Vanguard Group, cutting an estimated $5.25M.

  • 106 institutional investors held Hyster-Yale Materials Handling (HY) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $248M of Hyster-Yale Materials Handling stock for Q1 2022, down 19% quarter-over-quarter.
  • 15 funds opened new Hyster-Yale Materials Handling positions in Q1 2022 and 15 closed out, a net change of 0 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q1 2022 was GAMCO Investors, an estimated $8.84M added.
  • The largest Hyster-Yale Materials Handling seller in Q1 2022 was Vanguard Group, an estimated $5.25M sold.

Based on aggregated 13F filings for Q1 2022.