Hyster-Yale Materials Handling
183 hedge funds and large institutions have $542M invested in Hyster-Yale Materials Handling in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 65 reducing their positions, and 19 closing their positions.
53% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 19
36% more call options, than puts
Call options by funds: $892K | Put options by funds: $656K
5% more funds holding
Funds holding: 175 → 183 (+8)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.95% less ownership
Funds ownership: 61.45% → 60.49% (-0.95%)
10% less capital invested
Capital invested by funds: $601M → $542M (-$59.2M)
14% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$5.63M |
| 2 |
Morgan Stanley
New York
|
+$5.55M |
| 3 |
SG Americas Securities
New York
|
+$2.36M |
| 4 |
Millennium Management
New York
|
+$2.22M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$6.17M |
| 2 |
Lazard Asset Management
New York
|
-$4.08M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$3.57M |
| 4 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$3.07M |
| 5 |
Goldman Sachs
New York
|
-$2.44M |
HY Hedge Fund Activity: Q3 2024 in Review
183 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2024, worth a combined $542M — down 9.8% from $601M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new HY positions and 19 closed out — a net gain of 10 holders — while 56 added to existing stakes and 65 trimmed.
The largest buyer was American Century Companies, adding an estimated $5.63M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $6.17M sold.
- 183 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2024, up from 175 in Q2 2024.
- Funds reported $542M of Hyster-Yale Materials Handling stock for Q3 2024, down 9.8% quarter-over-quarter.
- 29 funds opened new Hyster-Yale Materials Handling positions in Q3 2024 and 19 closed out, a net change of +10 holders.
- The largest Hyster-Yale Materials Handling buyer in Q3 2024 was American Century Companies, an estimated $5.63M added.
- The largest Hyster-Yale Materials Handling seller in Q3 2024 was Arrowstreet Capital, an estimated $6.17M sold.
Based on aggregated 13F filings for Q3 2024.