Hyster-Yale Materials Handling
107 hedge funds and large institutions have $289M invested in Hyster-Yale Materials Handling in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 35 reducing their positions, and 9 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 35
1% less funds holding
Funds holding: 108 → 107 (-1)
5% less capital invested
Capital invested by funds: $303M → $289M (-$13.6M)
1.07% less ownership
Funds ownership: 58.92% → 57.85% (-1.1%)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $356K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$5.89M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$2.76M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$2.51M |
| 4 |
State Street
Boston,
Massachusetts
|
+$2.42M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$891K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$11M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$2.68M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$2.29M |
| 4 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$1.12M |
| 5 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$1.09M |
HY Hedge Fund Activity: Q2 2020 in Review
107 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q2 2020, worth a combined $289M — down 4.5% from $303M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of HY and 8 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 37 added.
The largest buyer was GAMCO Investors, adding an estimated $5.89M. The largest seller was BlackRock, cutting an estimated $11M.
- 107 institutional investors held Hyster-Yale Materials Handling (HY) as of Q2 2020, down from 108 in Q1 2020.
- Funds reported $289M of Hyster-Yale Materials Handling stock for Q2 2020, down 4.5% quarter-over-quarter.
- 8 funds opened new Hyster-Yale Materials Handling positions in Q2 2020 and 9 closed out, a net change of -1 holder.
- The largest Hyster-Yale Materials Handling buyer in Q2 2020 was GAMCO Investors, an estimated $5.89M added.
- The largest Hyster-Yale Materials Handling seller in Q2 2020 was BlackRock, an estimated $11M sold.
Based on aggregated 13F filings for Q2 2020.