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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
Osaic Holdings
76
Osaic Holdings
Arizona
$26K +$170 +5 +0.6%
AIP
77
Ameritas Investment Partners
Nebraska
$25K
Wells Fargo
78
Wells Fargo
California
$23K -$337K -9,904 -93%
MLICM
79
Metropolitan Life Insurance Company (MetLife)
New York
$22.7K
TRCT
80
Tower Research Capital (TRC)
New York
$22K +$18K +530 +329%
SOW
81
State of Wyoming
Wyoming
$16K +$17.3K +508 New
GWM
82
Geneos Wealth Management
Colorado
$11K
Zurich Cantonal Bank
83
Zurich Cantonal Bank
Switzerland
$11K
VVP
84
Venture Visionary Partners
Ohio
$9.83K +$10.4K +305 New
Canada Life
85
Canada Life
Manitoba, Canada
$9K
CA
86
Clearstead Advisors
Ohio
$6K -$5.45K -160 -44%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$5K -$544 -16 -9%
WT
88
Whittier Trust
California
$5K
IA
89
IFP Advisors
Florida
$4K
S
90
SignatureFD
Georgia
$4K +$1.94K +57 +106%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$2K -$18.8K -552 -90%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$2K -$1.6K -47 -37%
MCM
93
Manchester Capital Management
Vermont
$2K -$544 -16 -25%
CWP
94
Concord Wealth Partners
Virginia
$2K
US Bancorp
95
US Bancorp
Minnesota
$2K
LC
96
Lindbrook Capital
California
$2K +$2.18K +64 New
CCA
97
Column Capital Advisors
Indiana
$1K
BTI
98
Blue Trust Inc
Georgia
$1K +$1.46K +43 New
RA
99
Royce & Associates
New York
-$2.46M -74,054 Closed
HF
100
HRT Financial
New York
-$691K -20,836 Closed

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.