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Hyster-Yale Materials Handling

98 hedge funds and large institutions have $239M invested in Hyster-Yale Materials Handling in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.75% less ownership

Funds ownership: 57.29%56.54% (-0.75%)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

4% less capital invested

Capital invested by funds: $248M → $239M (-$9.22M)

8% less funds holding

Funds holding: 10698 (-8)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

54% less call options, than puts

Call options by funds: $344K | Put options by funds: $751K

Holders
98
Holders Change
-8
Holders Change %
-7.55%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
35
Reduced
36
Closed
17
Calls
$344K
Puts
$751K
Net Calls
-$407K
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
51
Ohio Public Employees Retirement System (OPERS)
Ohio
$451K +$8.78K +258 +2%
RJA
52
Raymond James & Associates
Florida
$449K +$474K +13,929 New
KS
53
Karpas Strategies
Connecticut
$403K -$23.1K -678 -5%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$395K +$62.6K +1,841 +18%
SAM
55
Shell Asset Management
Netherlands
$385K +$749 +22 +0.2%
SLAM
56
Swiss Life Asset Management
$309K +$326K +9,571 New
JF
57
Jump Financial
Illinois
$303K +$3.4K +100 +1%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$276K -$662K -19,466 -69%
JP Morgan Chase
59
JP Morgan Chase
New York
$270K -$74.1K -2,178 -21%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$234K -$817 -24 -0.3%
CS
61
Credit Suisse
Switzerland
$205K +$7.83K +230 +4%
Deutsche Bank
62
Deutsche Bank
Germany
$198K -$23.5K -691 -10%
MIM
63
MetLife Investment Management
New Jersey
$187K
SG Americas Securities
64
SG Americas Securities
New York
$168K +$177K +5,206 New
AIG
65
American International Group
New York
$163K +$3.81K +112 +2%
Citigroup
66
Citigroup
New York
$135K -$27K -793 -16%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$112K +$58.1K +1,706 +96%
Legal & General Group
68
Legal & General Group
United Kingdom
$100K +$16.9K +498 +19%
Barclays
69
Barclays
United Kingdom
$93K -$32.9K -967 -25%
IUHSA
70
Itau Unibanco Holding S.A.
Brazil
$76K +$4.93K +145 +7%
BFEC
71
Benjamin F. Edwards & Company
Missouri
$46K
ACM
72
Aquatic Capital Management
Illinois
$45K +$44.2K +1,300 +1,300%
AB
73
Amalgamated Bank
New York
$43K +$4.36K +128 +11%
GCM
74
Gladius Capital Management
Illinois
$43K +$44.4K +1,306 New
PI
75
PEAK6 Investments
Illinois
$37K +$39.1K +1,148 New

HY Hedge Fund Activity: Q2 2022 in Review

98 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q2 2022, worth a combined $239M — down 3.7% from $248M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of HY and 13 opened new positions — a net loss of 4 holders — while 36 trimmed existing stakes and 35 added.

The largest buyer was Kopernik Global Investors, opening a new position worth an estimated $4.98M. The largest seller was State Street, cutting an estimated $3.26M.

  • 98 institutional investors held Hyster-Yale Materials Handling (HY) as of Q2 2022, down from 106 in Q1 2022.
  • Funds reported $239M of Hyster-Yale Materials Handling stock for Q2 2022, down 3.7% quarter-over-quarter.
  • 13 funds opened new Hyster-Yale Materials Handling positions in Q2 2022 and 17 closed out, a net change of -4 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q2 2022 was Kopernik Global Investors, an estimated $4.98M added.
  • The largest Hyster-Yale Materials Handling seller in Q2 2022 was State Street, an estimated $3.26M sold.

Based on aggregated 13F filings for Q2 2022.