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Hyster-Yale Materials Handling
HY

148 hedge funds and large institutions have $275M invested in Hyster-Yale Materials Handling in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,140% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $10K

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

51% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 41

15% more capital invested

Capital invested by funds: $240M → $275M (+$35.6M)

3% more funds holding

Funds holding: 143 → 148 (+5)

2.13% more ownership

Funds ownership: 56.5% → 58.63% (+2.1%)

Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
1.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
62
Reduced
41
Closed
15
Calls
$1.02M
Puts
$10K
Net Calls
+$1.01M
Net Calls Change
+$1.03M

Top Buyers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$9.18M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$4.85M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$2.7M
4
EF
Empowered Funds
Pennsylvania
+$2.51M
5
OAM
OP Asset Management
+$1.61M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$3.02M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.84M
3
IAM
Impala Asset Management
Florida
-$1.49M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$1.4M
5
TC
Truvestments Capital
Florida
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
126
WhitTier Trust Company
Nevada
$4.92K +$5.15K +150 New
US Bancorp
127
US Bancorp
Minnesota
$4.75K +$2.44K +71 +95%
EWA
128
EverSource Wealth Advisors
Alabama
$4.68K +$2.57K +75 +109%
FFA
129
Farther Finance Advisors
California
$4.1K +$3.06K +89 +254%
AAP
130
Arax Advisory Partners
Colorado
$3.64K +$3.84K +112 New
HI
131
Harbour Investments
Wisconsin
$2.54K +$34 +1 +1%
BWA
132
Basecamp Wealth Advisors
Washington
$2.31K – – –
Los Angeles Capital Management
133
Los Angeles Capital Management
California
$2.02K – – –
EP
134
Essential Partners
California
$1.85K +$1.48K +43 +307%
IA
135
IFP Advisors
Florida
$1.66K -$137 -4 -7%
FDCDDQ
136
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.63K – – –
AF
137
Allworth Financial
California
$1.53K -$34 -1 -2%
QCG
138
Quadrant Capital Group
Ohio
$1.2K -$1.13K -33 -47%
MCM
139
MAI Capital Management
Ohio
$586 +$412 +12 +200%
AAM
140
Advisors Asset Management
Colorado
$488 – – –
RFP
141
Root Financial Partners
California
$455 +$481 +14 New
RIL
142
Rothschild Investment LLC
Illinois
$325 +$275 +8 +400%
HI
143
Horizon Investments
North Carolina
$325 +$343 +10 New
IPS
144
Investors Portfolio Services
Washington
$324 +$309 +9 New
SAM
145
Smartleaf Asset Management
Massachusetts
$159 – – –
SIC
146
SJS Investment Consulting
Ohio
$66 +$69 +2 New
HNB
147
Huntington National Bank
Ohio
$33 – – –
SS
148
Sunbelt Securities
Texas
$11 – – –
IAM
149
Impala Asset Management
Florida
– -$1.49M -50,000 Closed
Mackenzie Financial
150
Mackenzie Financial
Ontario, Canada
– -$1.4M -47,048 Closed
3 4 5
6
7

HY Hedge Fund Activity: Q1 2026 in Review

148 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q1 2026, worth a combined $275M — up 15% from $240M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HY positions and 15 closed out — a net gain of 9 holders — while 62 added to existing stakes and 41 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $9.18M. The largest seller was Millennium Management, cutting an estimated $3.02M.

  • 148 institutional investors held Hyster-Yale Materials Handling (HY) as of Q1 2026, up from 143 in Q4 2025.
  • Funds reported $275M of Hyster-Yale Materials Handling stock for Q1 2026, up 15% quarter-over-quarter.
  • 24 funds opened new Hyster-Yale Materials Handling positions in Q1 2026 and 15 closed out, a net change of +9 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q1 2026 was DePrince Race & Zollo Inc (DRZ), an estimated $9.18M added.
  • The largest Hyster-Yale Materials Handling seller in Q1 2026 was Millennium Management, an estimated $3.02M sold.

Based on aggregated 13F filings for Q1 2026.