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.
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: 106 → 98 (-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
Top Buyers
| 1 |
KGI
Kopernik Global Investors
Tampa,
Florida
|
+$4.98M |
| 2 |
BlackRock
New York
|
+$3.07M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.46M |
| 4 |
HAIM
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
+$1.83M |
| 5 |
Goldman Sachs
New York
|
+$1.73M |
Top Sellers
| 1 |
State Street
Boston,
Massachusetts
|
-$3.26M |
| 2 |
LC
Littlejohn & Co
Greenwich,
Connecticut
|
-$2.96M |
| 3 |
RA
Royce & Associates
New York
|
-$2.46M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$1.78M |
| 5 |
Morgan Stanley
New York
|
-$1.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$418K | -12,596 | Closed |
|
102
Jane Street
New York
| – | -$400K | -12,041 | Closed |
|
|
GCP
103
GSA Capital Partners
London,
United Kingdom
| – | -$369K | -11,111 | Closed |
|
104
AllianceBernstein
Nashville,
Tennessee
| – | -$291K | -8,774 | Closed |
|
|
QC
105
Quadrature Capital
London,
United Kingdom
| – | -$278K | -8,350 | Closed |
|
106
Allspring Global Investments
Charlotte,
North Carolina
| – | -$275K | -8,292 | Closed |
|
|
CSS
107
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$255K | -7,679 | Closed |
|
|
E
108
Ergoteles
New York
| – | -$239K | -7,200 | Closed |
|
109
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$244K | -6,823 | Closed |
|
|
QT
110
Quantbot Technologies
New York
| – | -$213K | -6,422 | Closed |
|
|
HNB
111
Huntington National Bank
Columbus,
Ohio
| – | -$3K | -100 | Closed |
|
|
T
112
TCWP
Beachwood,
Ohio
| – | -$2K | -81 | 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.