Hyster-Yale Materials Handling
108 hedge funds and large institutions have $303M invested in Hyster-Yale Materials Handling in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 41 reducing their positions, and 21 closing their positions.
0.73% less ownership
Funds ownership: 59.66% → 58.92% (-0.73%)
8% less funds holding
Funds holding: 118 → 108 (-10)
20% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 41
33% less capital invested
Capital invested by funds: $450M → $303M (-$148M)
38% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 21
62% less call options, than puts
Call options by funds: $241K | Put options by funds: $633K
Top Buyers
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$3.94M |
| 2 |
Millennium Management
New York
|
+$3.14M |
| 3 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
+$2.46M |
| 4 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$2.22M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$1.68M |
Top Sellers
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$7.02M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$4.64M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.56M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$1.28M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$1.16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FMII
126
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$47K | -800 | Closed |
|
|
QT
127
Quantbot Technologies
New York
| – | -$17K | -300 | Closed |
|
128
Simplex Trading
Chicago,
Illinois
| – | -$12.1K | -240 | Closed |
|
|
WEC
129
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$10K | -148 | Closed |
|
HY Hedge Fund Activity: Q1 2020 in Review
108 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q1 2020, worth a combined $303M — down 33% from $450M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of HY and 13 opened new positions — a net loss of 8 holders — while 41 trimmed existing stakes and 33 added.
The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $3.94M. The largest seller was Fisher Asset Management, exiting entirely with an estimated $7.02M sold.
- 108 institutional investors held Hyster-Yale Materials Handling (HY) as of Q1 2020, down from 118 in Q4 2019.
- Funds reported $303M of Hyster-Yale Materials Handling stock for Q1 2020, down 33% quarter-over-quarter.
- 13 funds opened new Hyster-Yale Materials Handling positions in Q1 2020 and 21 closed out, a net change of -8 holders.
- The largest Hyster-Yale Materials Handling buyer in Q1 2020 was DePrince Race & Zollo Inc (DRZ), an estimated $3.94M added.
- The largest Hyster-Yale Materials Handling seller in Q1 2020 was Fisher Asset Management, an estimated $7.02M sold.
Based on aggregated 13F filings for Q1 2020.