Hyster-Yale Materials Handling
129 hedge funds and large institutions have $489M invested in Hyster-Yale Materials Handling in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 17 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 35
2% less funds holding
Funds holding: 131 → 129 (-2)
3.94% less ownership
Funds ownership: 65.68% → 61.74% (-3.9%)
5% less capital invested
Capital invested by funds: $516M → $489M (-$27.5M)
12% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 17
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2.59M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IP
Isthmus Partners
Madison,
Wisconsin
|
+$12.1M |
| 2 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$9.94M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$8.27M |
| 4 |
Goldman Sachs
New York
|
+$3.01M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$50.6M |
| 2 |
QI
QV Investors
Calgary,
Alberta, Canada
|
-$10.7M |
| 3 |
MCM
Matarin Capital Management
New York
|
-$4.17M |
| 4 |
RA
Royce & Associates
New York
|
-$2.75M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.49M |
HY Hedge Fund Activity: Q1 2019 in Review
129 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q1 2019, worth a combined $489M — down 5.3% from $516M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of HY and 15 opened new positions — a net loss of 2 holders — while 35 trimmed existing stakes and 46 added.
The largest buyer was Isthmus Partners, adding an estimated $12.1M. The largest seller was PNC Financial Services Group, cutting an estimated $50.6M.
- 129 institutional investors held Hyster-Yale Materials Handling (HY) as of Q1 2019, down from 131 in Q4 2018.
- Funds reported $489M of Hyster-Yale Materials Handling stock for Q1 2019, down 5.3% quarter-over-quarter.
- 15 funds opened new Hyster-Yale Materials Handling positions in Q1 2019 and 17 closed out, a net change of -2 holders.
- The largest Hyster-Yale Materials Handling buyer in Q1 2019 was Isthmus Partners, an estimated $12.1M added.
- The largest Hyster-Yale Materials Handling seller in Q1 2019 was PNC Financial Services Group, an estimated $50.6M sold.
Based on aggregated 13F filings for Q1 2019.