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Hyster-Yale Materials Handling

161 hedge funds and large institutions have $340M invested in Hyster-Yale Materials Handling in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 72 increasing their positions, 46 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $11K | Put options by funds: $4K

57% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 46

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.2% less ownership

Funds ownership: 60.19%59.98% (-0.2%)

4% less capital invested

Capital invested by funds: $356M → $340M (-$15.8M)

10% less funds holding

Funds holding: 179161 (-18)

55% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 31

Holders
161
Holders Change
-18
Holders Change %
-10.06%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
72
Reduced
46
Closed
31
Calls
$11K
Puts
$4K
Net Calls
+$7K
Net Calls Change
-$93K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$1.19M -$1.31M -32,975 -52%
State of Wisconsin Investment Board
52
State of Wisconsin Investment Board
Wisconsin
$1.13M +$694K +17,415 +158%
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$1.04M -$263K -6,608 -20%
BAM
54
Bastion Asset Management
Canada
$1.01M +$1M +25,186 New
YIH
55
Y-Intercept (HK)
Hong Kong
$981K +$983K +24,661 New
GC
56
Globeflex Capital
California
$940K -$265K -6,644 -22%
EGM
57
Engineers Gate Manager
New York
$928K +$636K +15,951 +216%
Invesco
58
Invesco
Georgia
$923K -$186K -4,672 -17%
N
59
Nuveen
North Carolina
$921K -$288K -7,224 -24%
UBS AM
60
UBS AM
Illinois
$898K +$198K +4,960 +28%
Mitsubishi UFJ Asset Management
61
Mitsubishi UFJ Asset Management
Japan
$894K +$157K +3,931 +21%
Barclays
62
Barclays
United Kingdom
$855K +$302K +7,589 +55%
MAM
63
Martingale Asset Management
Massachusetts
$833K +$83.7K +2,101 +11%
MCM
64
Mork Capital Management
California
$792K
UBS Group
65
UBS Group
Switzerland
$776K +$254K +6,370 +49%
A
66
AlphaQuest
New York
$764K +$145K +3,629 +23%
VRS
67
Virginia Retirement Systems
Virginia
$752K +$91.6K +2,300 +14%
Franklin Resources
68
Franklin Resources
California
$741K +$4.42K +111 +0.6%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$733K +$48K +1,206 +7%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$719K +$58.8K +1,476 +9%
Assenagon Asset Management
71
Assenagon Asset Management
Luxembourg
$704K +$705K +17,687 New
Swiss National Bank
72
Swiss National Bank
Switzerland
$660K
Lazard Asset Management
73
Lazard Asset Management
New York
$636K -$12.4K -311 -2%
DBIA
74
Dumont & Blake Investment Advisors
New Jersey
$621K +$96.9K +2,432 +18%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$612K -$13.9K -349 -2%

HY Hedge Fund Activity: Q2 2025 in Review

161 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q2 2025, worth a combined $340M — down 4.5% from $356M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of HY and 14 opened new positions — a net loss of 17 holders — while 46 trimmed existing stakes and 72 added.

The largest buyer was Arrowstreet Capital, adding an estimated $1.43M. The largest seller was First Trust Advisors, exiting entirely with an estimated $3.47M sold.

  • 161 institutional investors held Hyster-Yale Materials Handling (HY) as of Q2 2025, down from 179 in Q1 2025.
  • Funds reported $340M of Hyster-Yale Materials Handling stock for Q2 2025, down 4.5% quarter-over-quarter.
  • 14 funds opened new Hyster-Yale Materials Handling positions in Q2 2025 and 31 closed out, a net change of -17 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q2 2025 was Arrowstreet Capital, an estimated $1.43M added.
  • The largest Hyster-Yale Materials Handling seller in Q2 2025 was First Trust Advisors, an estimated $3.47M sold.

Based on aggregated 13F filings for Q2 2025.