Hyster-Yale Materials Handling
90 hedge funds and large institutions have $156M invested in Hyster-Yale Materials Handling in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 25 reducing their positions, and 21 closing their positions.
52% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 25
1.44% less ownership
Funds ownership: 56.54% → 55.1% (-1.4%)
8% less funds holding
Funds holding: 98 → 90 (-8)
35% less capital invested
Capital invested by funds: $239M → $156M (-$83.4M)
38% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 21
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $271K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KGI
Kopernik Global Investors
Tampa,
Florida
|
+$6.26M |
| 2 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$1.79M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$1.58M |
| 4 |
Millennium Management
New York
|
+$1.39M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$1.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$6.92M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$4.67M |
| 3 |
WAM
Winslow Asset Management
Beachwood,
Ohio
|
-$2.41M |
| 4 |
Renaissance Technologies
New York
|
-$1.56M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$1.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GCM
101
Gladius Capital Management
Chicago,
Illinois
| – | -$43K | -1,306 | Closed |
|
|
PI
102
PEAK6 Investments
Chicago,
Illinois
| – | -$37K | -1,148 | Closed |
|
|
SOW
103
State of Wyoming
Cheyenne,
Wyoming
| – | -$16K | -508 | Closed |
|
|
GWM
104
Geneos Wealth Management
Englewood,
Colorado
| – | -$11K | -362 | Closed |
|
|
VVP
105
Venture Visionary Partners
Sylvania,
Ohio
| – | -$9.83K | -305 | Closed |
|
106
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$5K | -153 | Closed |
|
|
S
107
SignatureFD
Atlanta,
Georgia
| – | -$4K | -111 | Closed |
|
108
Rockefeller Capital Management
New York
| – | -$2K | -81 | Closed |
|
|
LC
109
Lindbrook Capital
Calabasas,
California
| – | -$2K | -64 | Closed |
|
|
CWP
110
Concord Wealth Partners
Abingdon,
Virginia
| – | -$2K | -60 | Closed |
|
|
MCM
111
Manchester Capital Management
Manchester,
Vermont
| – | -$2K | -49 | Closed |
|
HY Hedge Fund Activity: Q3 2022 in Review
90 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2022, worth a combined $156M — down 35% from $239M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of HY and 13 opened new positions — a net loss of 8 holders — while 25 trimmed existing stakes and 38 added.
The largest buyer was Kopernik Global Investors, adding an estimated $6.26M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $6.92M sold.
- 90 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2022, down from 98 in Q2 2022.
- Funds reported $156M of Hyster-Yale Materials Handling stock for Q3 2022, down 35% quarter-over-quarter.
- 13 funds opened new Hyster-Yale Materials Handling positions in Q3 2022 and 21 closed out, a net change of -8 holders.
- The largest Hyster-Yale Materials Handling buyer in Q3 2022 was Kopernik Global Investors, an estimated $6.26M added.
- The largest Hyster-Yale Materials Handling seller in Q3 2022 was Hotchkis & Wiley Capital Management, an estimated $6.92M sold.
Based on aggregated 13F filings for Q3 2022.