Hyster-Yale Materials Handling
105 hedge funds and large institutions have $169M invested in Hyster-Yale Materials Handling in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 5 closing their positions.
300% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 5
17% more funds holding
Funds holding: 90 → 105 (+15)
8% more capital invested
Capital invested by funds: $156M → $169M (+$13M)
0.43% more ownership
Funds ownership: 55.1% → 55.52% (+0.43%)
11% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 38
44% less call options, than puts
Call options by funds: $35K | Put options by funds: $63K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$2.08M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$1.34M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$1.09M |
| 4 |
HF
HRT Financial
New York
|
+$810K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$665K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$2.49M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.22M |
| 3 |
SLAM
Swiss Life Asset Management
Zurich,
|
-$570K |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$532K |
| 5 |
State Street
Boston,
Massachusetts
|
-$492K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Nisa Investment Advisors
St. Louis,
Missouri
| $1K | – | – | – |
|
|
CCA
102
Column Capital Advisors
Indianapolis,
Indiana
| $658 | – | – | – |
|
|
GWS
103
Glassman Wealth Services
Vienna,
Virginia
| $506 | +$557 | +20 | New |
|
|
LC
104
Lindbrook Capital
Calabasas,
California
| $177 | +$195 | +7 | New |
|
|
NA
105
NewEdge Advisors
New Orleans,
Louisiana
| $17 | +$18.8K | +674 | New |
|
|
SLAM
106
Swiss Life Asset Management
Zurich,
| – | -$570K | -26,519 | Closed |
|
|
KS
107
Karpas Strategies
Litchfield,
Connecticut
| – | -$271K | -12,583 | Closed |
|
|
CMF
108
Counterpoint Mutual Funds
San Diego,
California
| – | -$85K | -3,972 | Closed |
|
|
AF
109
Allworth Financial
Folsom,
California
| – | -$10K | -447 | Closed |
|
110
Bessemer Group
Woodbridge,
New Jersey
| – | -$8K | -352 | Closed |
|
HY Hedge Fund Activity: Q4 2022 in Review
105 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q4 2022, worth a combined $169M — up 8.4% from $156M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new HY positions and 5 closed out — a net gain of 15 holders — while 34 added to existing stakes and 38 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $2.08M. The largest seller was GAMCO Investors, cutting an estimated $2.49M.
- 105 institutional investors held Hyster-Yale Materials Handling (HY) as of Q4 2022, up from 90 in Q3 2022.
- Funds reported $169M of Hyster-Yale Materials Handling stock for Q4 2022, up 8.4% quarter-over-quarter.
- 20 funds opened new Hyster-Yale Materials Handling positions in Q4 2022 and 5 closed out, a net change of +15 holders.
- The largest Hyster-Yale Materials Handling buyer in Q4 2022 was Bank of New York Mellon, an estimated $2.08M added.
- The largest Hyster-Yale Materials Handling seller in Q4 2022 was GAMCO Investors, an estimated $2.49M sold.
Based on aggregated 13F filings for Q4 2022.