Hyster-Yale Materials Handling
128 hedge funds and large institutions have $565M invested in Hyster-Yale Materials Handling in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 12 closing their positions.
236% more call options, than puts
Call options by funds: $1.5M | Put options by funds: $445K
0.61% less ownership
Funds ownership: 60.35% → 59.74% (-0.61%)
2% less funds holding
Funds holding: 131 → 128 (-3)
17% less capital invested
Capital invested by funds: $684M → $565M (-$119M)
24% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 50
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$4.7M |
| 2 |
RA
Royce & Associates
New York
|
+$4.06M |
| 3 |
Renaissance Technologies
New York
|
+$3.52M |
| 4 |
Bank of New York Mellon
New York
|
+$2.99M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$2.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$6.76M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$4.57M |
| 3 |
BlackRock
New York
|
-$3.72M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
-$1.75M |
| 5 |
Jane Street
New York
|
-$1.72M |
HY Hedge Fund Activity: Q2 2021 in Review
128 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q2 2021, worth a combined $565M — down 17% from $684M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of HY and 9 opened new positions — a net loss of 3 holders — while 50 trimmed existing stakes and 38 added.
The largest buyer was GAMCO Investors, adding an estimated $4.7M. The largest seller was LSV Asset Management, cutting an estimated $6.76M.
- 128 institutional investors held Hyster-Yale Materials Handling (HY) as of Q2 2021, down from 131 in Q1 2021.
- Funds reported $565M of Hyster-Yale Materials Handling stock for Q2 2021, down 17% quarter-over-quarter.
- 9 funds opened new Hyster-Yale Materials Handling positions in Q2 2021 and 12 closed out, a net change of -3 holders.
- The largest Hyster-Yale Materials Handling buyer in Q2 2021 was GAMCO Investors, an estimated $4.7M added.
- The largest Hyster-Yale Materials Handling seller in Q2 2021 was LSV Asset Management, an estimated $6.76M sold.
Based on aggregated 13F filings for Q2 2021.