Hyster-Yale Materials Handling
181 hedge funds and large institutions have $436M invested in Hyster-Yale Materials Handling in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 64 reducing their positions, and 27 closing their positions.
0.33% more ownership
Funds ownership: 60.49% → 60.82% (+0.33%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 27
9% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 64
1% less funds holding
Funds holding: 183 → 181 (-2)
20% less capital invested
Capital invested by funds: $542M → $436M (-$106M)
46% less call options, than puts
Call options by funds: $112K | Put options by funds: $209K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$3.75M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.14M |
| 3 |
JP Morgan Chase
New York
|
+$2.3M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$2.19M |
| 5 |
Renaissance Technologies
New York
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$3.88M |
| 2 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$3.32M |
| 3 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$2.04M |
| 4 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$1.91M |
| 5 |
State Street
Boston,
Massachusetts
|
-$1.43M |
HY Hedge Fund Activity: Q4 2024 in Review
181 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q4 2024, worth a combined $436M — down 20% from $542M a quarter earlier.
Fund positioning in HY was balanced in Q4 2024: 27 funds opened new positions, 27 closed out, 58 added to existing stakes and 64 trimmed.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $3.75M. The largest seller was Federated Hermes, cutting an estimated $3.88M.
- 181 institutional investors held Hyster-Yale Materials Handling (HY) as of Q4 2024, down from 183 in Q3 2024.
- Funds reported $436M of Hyster-Yale Materials Handling stock for Q4 2024, down 20% quarter-over-quarter.
- 27 funds opened new Hyster-Yale Materials Handling positions in Q4 2024 and 27 closed out, a net change of 0 holders.
- The largest Hyster-Yale Materials Handling buyer in Q4 2024 was First Trust Advisors, an estimated $3.75M added.
- The largest Hyster-Yale Materials Handling seller in Q4 2024 was Federated Hermes, an estimated $3.88M sold.
Based on aggregated 13F filings for Q4 2024.