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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
Allspring Global Investments
76
Allspring Global Investments
North Carolina
$596K -$34.4K -864 -5%
Verition Fund Management
77
Verition Fund Management
Connecticut
$588K +$375K +9,423 +176%
SFI
78
Susquehanna Fundamental Investments
Pennsylvania
$577K -$68.9K -1,729 -11%
NS
79
NBC Securities
Alabama
$525K +$60.8K +1,525 +13%
AllianceBernstein
80
AllianceBernstein
Tennessee
$521K -$27.9K -700 -5%
SO
81
STRS Ohio
Ohio
$517K +$35.9K +900 +7%
Squarepoint
82
Squarepoint
New York
$496K -$369K -9,257 -43%
AIFS
83
A&I Financial Services
Colorado
$481K +$56K +1,406 +13%
OAM
84
OP Asset Management
$479K
Mirae Asset Global Investments
85
Mirae Asset Global Investments
South Korea
$462K
Russell Investments Group
86
Russell Investments Group
United Kingdom
$461K +$88.2K +2,215 +24%
PTC
87
Petrus Trust Company
Texas
$460K +$461K +11,568 New
KOC
88
Koss-Olinger Consulting
Florida
$454K -$35.7K -895 -7%
DTL
89
Dynamic Technology Lab
Singapore
$445K -$212K -5,332 -32%
Raymond James Financial
90
Raymond James Financial
Florida
$422K +$77.6K +1,948 +23%
II
91
Inspire Investing
Idaho
$387K +$59.5K +1,493 +18%
Victory Capital Management
92
Victory Capital Management
Texas
$382K -$174K -4,357 -31%
Legal & General Group
93
Legal & General Group
United Kingdom
$369K +$26.1K +654 +8%
T. Rowe Price Associates
94
T. Rowe Price Associates
Maryland
$362K +$28.5K +716 +9%
PP
95
PDT Partners
New York
$355K -$415K -10,420 -54%
ZIM
96
Zacks Investment Management
Illinois
$342K +$343K +8,598 New
Deutsche Bank
97
Deutsche Bank
Germany
$335K -$748K -18,786 -69%
N
98
Numerai
California
$332K +$108K +2,714 +48%
California State Teachers Retirement System (CalSTRS)
99
California State Teachers Retirement System (CalSTRS)
California
$322K
Principal Financial Group
100
Principal Financial Group
Iowa
$301K -$106K -2,651 -26%

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.