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Hyster-Yale Materials Handling

164 hedge funds and large institutions have $521M invested in Hyster-Yale Materials Handling in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 50 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,154% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $56K

386% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 7

47% more capital invested

Capital invested by funds: $355M → $521M (+$165M)

20% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 50

19% more funds holding

Funds holding: 138164 (+26)

1.64% more ownership

Funds ownership: 59.37%61.01% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
164
Holders Change
+26
Holders Change %
+18.84%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
34
Increased
60
Reduced
50
Closed
7
Calls
$1.26M
Puts
$56K
Net Calls
+$1.21M
Net Calls Change
+$653K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
151
Whittier Trust
California
$9.33K
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$8K +$4.76K +100 +278%
MRCM
153
M&R Capital Management
New Jersey
$7.88K -$48 -1 -0.8%
PA
154
Parallel Advisors
California
$5.97K
CWP
155
Concord Wealth Partners
Virginia
$3.73K
BCMLT
156
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.48K
IA
157
IFP Advisors
Florida
$3.11K
BTI
158
Blue Trust Inc
Georgia
$2K +$1.67K +35 +292%
LC
159
Lindbrook Capital
California
$1.99K
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$1.49K
GWS
161
Glassman Wealth Services
Virginia
$1.24K
AT
162
Arlington Trust
Alabama
$187 +$143 +3 New
FFA
163
Farther Finance Advisors
California
$124 +$95 +2 New
HF
164
HRT Financial
New York
-$553K -12,412 Closed
AR
165
Advisory Research
Illinois
-$403K -9,046 Closed
CC
166
Corton Capital
Ontario, Canada
-$257K -5,768 Closed
B
167
Bailard
California
-$227K -5,100 Closed
ACM
168
Aquatic Capital Management
Illinois
-$31K -700 Closed
WTG
169
West Tower Group
Virginia
-$6.15K -138 Closed
QCG
170
Quadrant Capital Group
Ohio
-$892 -20 Closed
C
171
Covestor
United Kingdom
+$48 +1 New