Hyster-Yale Materials Handling
108 hedge funds and large institutions have $269M invested in Hyster-Yale Materials Handling in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 15 closing their positions.
7% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 15
1% more funds holding
Funds holding: 107 → 108 (+1)
1.75% less ownership
Funds ownership: 57.85% → 56.1% (-1.7%)
7% less capital invested
Capital invested by funds: $289M → $269M (-$19.5M)
29% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 41
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $390K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$4.69M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.84M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$2.75M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.11M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$1.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$5.67M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$5.34M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$5.24M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.67M |
| 5 |
QI
QS Investors
New York
|
-$1.47M |
HY Hedge Fund Activity: Q3 2020 in Review
108 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2020, worth a combined $269M — down 6.7% from $289M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new HY positions and 15 closed out — a net gain of 1 holder — while 29 added to existing stakes and 41 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $4.69M. The largest seller was Franklin Resources, exiting entirely with an estimated $5.67M sold.
- 108 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2020, up from 107 in Q2 2020.
- Funds reported $269M of Hyster-Yale Materials Handling stock for Q3 2020, down 6.7% quarter-over-quarter.
- 16 funds opened new Hyster-Yale Materials Handling positions in Q3 2020 and 15 closed out, a net change of +1 holder.
- The largest Hyster-Yale Materials Handling buyer in Q3 2020 was Bank of New York Mellon, an estimated $4.69M added.
- The largest Hyster-Yale Materials Handling seller in Q3 2020 was Franklin Resources, an estimated $5.67M sold.
Based on aggregated 13F filings for Q3 2020.