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Hyster-Yale Materials Handling
HY

Overview Fund Activity

139 hedge funds and large institutions have $424M invested in Hyster-Yale Materials Handling in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+9
Holders Change %
+6.92%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
41
Reduced
53
Closed
13
Calls
$1.75M
Puts
$112K
Net Calls
+$1.64M
Net Calls Change
+$124K

Top Buyers

1
ProShare Advisors
ProShare Advisors
Maryland
$8.73M
2
Federated Hermes
Federated Hermes
Pennsylvania
$5.38M
3
PI
Putnam Investments
Massachusetts
$4.06M
4
Vanguard Group
Vanguard Group
Pennsylvania
$52.1M
5
Prudential Financial
Prudential Financial
New Jersey
$3.08M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.09M
2
Citadel Advisors
Citadel Advisors
Florida
$1.61M
3
BlackRock
BlackRock
New York
$44.3M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$29.5M
5
State Street
State Street
Massachusetts
$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
MRCM
126
M&R Capital Management
New Jersey
$7.16K +$56 +1 +0.8%
TAM
127
Tucker Asset Management
Colorado
$5.36K +$5.36K +96 New
BCMLT
128
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.36K – – –
HIM
129
Hillsdale Investment Management
Ontario, Canada
$3.91K -$823K -14,730 -100%
CWP
130
Concord Wealth Partners
Virginia
$3.35K – – –
IA
131
IFP Advisors
Florida
$2.79K – – –
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
LC
133
Lindbrook Capital
California
$1.51K +$1.51K +27 New
US Bancorp
134
US Bancorp
Minnesota
$1.45K – – –
CCA
135
Column Capital Advisors
Indiana
$1.45K – – –
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$1.34K – – –
GWS
137
Glassman Wealth Services
Virginia
$1.12K – – –
QCG
138
Quadrant Capital Group
Ohio
$1.12K +$1.12K +20 New
S
139
SignatureFD
Georgia
$782 -$1.23K -22 -61%
HF
140
HRT Financial
New York
– -$962K -19,290 Closed
Walleye Capital
141
Walleye Capital
New York
– -$618K -12,381 Closed
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$529K -10,594 Closed
TI
143
Trexquant Investment
Connecticut
– -$436K -8,730 Closed
PTC
144
Petrus Trust Company
Texas
– -$353K -7,085 Closed
Rafferty Asset Management
145
Rafferty Asset Management
New York
– -$290K -5,808 Closed
RB
146
Rodgers Brothers
Pennsylvania
– -$215K -4,300 Closed
SG Americas Securities
147
SG Americas Securities
New York
– -$179K -3,593 Closed
Lazard Asset Management
148
Lazard Asset Management
New York
– -$63K -1,273 Closed
GCM
149
Gladius Capital Management
Illinois
– -$56.4K -1,130 Closed
First Manhattan
150
First Manhattan
New York
– -$20K -400 Closed
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