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Hyster-Yale Materials Handling
HY

121 hedge funds and large institutions have $421M invested in Hyster-Yale Materials Handling in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 41

2.04% less ownership

Funds ownership: 61.74% → 59.7% (-2%)

6% less funds holding

Funds holding: 129 → 121 (-8)

14% less capital invested

Capital invested by funds: $489M → $421M (-$67M)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

86% less call options, than puts

Call options by funds: $420K | Put options by funds: $3.03M

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
121
Holders Change
-8
Holders Change %
-6.2%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
41
Reduced
41
Closed
17
Calls
$420K
Puts
$3.03M
Net Calls
-$2.61M
Net Calls Change
-$14K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$15.3M
2
N
Nuveen
North Carolina
+$3.6M
3
Millennium Management
Millennium Management
New York
+$3.31M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
+$3.26M
5
QI
QS Investors
New York
+$2.66M

Top Sellers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
-$10.4M
2
IP
Isthmus Partners
Wisconsin
-$9.89M
3
WCF
West Coast Financial
California
-$4.48M
4
MOACM
Mutual of America Capital Management
New York
-$3.93M
5
QI
QV Investors
Alberta, Canada
-$3.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$53.1M +$15.3M +274,129 +40%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$50.1M -$2.65M -47,507 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$49.3M +$966K +17,320 +2%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$29.9M +$248K +4,451 +0.8%
LSV Asset Management
5
LSV Asset Management
Illinois
$26M -$10.4M -186,665 -28%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$16.8M +$567K +10,161 +3%
RA
7
Royce & Associates
New York
$12.5M +$413K +7,407 +3%
Franklin Resources
8
Franklin Resources
California
$12.4M -$78.3K -1,404 -0.6%
State Street
9
State Street
Massachusetts
$12M +$607K +10,880 +5%
Diamond Hill Capital Management
10
Diamond Hill Capital Management
Ohio
$9.65M -$389K -6,980 -4%
Deutsche Bank
11
Deutsche Bank
Germany
$8.98M +$1.01M +18,187 +13%
Norges Bank
12
Norges Bank
Norway
$8.46M – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
13
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.98M -$601K -10,774 -7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$7.97M +$70.9K +1,271 +0.9%
Northern Trust
15
Northern Trust
Illinois
$7.8M -$88.2K -1,581 -1%
Charles Schwab
16
Charles Schwab
California
$7.36M +$195K +3,490 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$6.03M +$364K +6,521 +6%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$5.25M +$436K +7,810 +9%
WAM
19
Winslow Asset Management
Ohio
$4.98M -$219K -3,917 -4%
Fisher Asset Management
20
Fisher Asset Management
Washington
$4.95M +$598K +10,721 +14%
FP
21
Foundry Partners
Minnesota
$4.91M +$179K +3,200 +4%
Millennium Management
22
Millennium Management
New York
$4.56M +$3.31M +59,408 +256%
N
23
Nuveen
North Carolina
$3.56M +$3.6M +64,492 New
Federated Hermes
24
Federated Hermes
Pennsylvania
$3.56M -$1.2M -21,557 -25%
CFMC
25
Curbstone Financial Management Corp
New Hampshire
$3.37M – – –
1
2 3 4 5

HY Hedge Fund Activity: Q2 2019 in Review

121 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q2 2019, worth a combined $421M — down 14% from $489M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of HY and 12 opened new positions — a net loss of 5 holders — while 41 trimmed existing stakes and 41 added.

The largest buyer was BlackRock, adding an estimated $15.3M. The largest seller was LSV Asset Management, cutting an estimated $10.4M.

  • 121 institutional investors held Hyster-Yale Materials Handling (HY) as of Q2 2019, down from 129 in Q1 2019.
  • Funds reported $421M of Hyster-Yale Materials Handling stock for Q2 2019, down 14% quarter-over-quarter.
  • 12 funds opened new Hyster-Yale Materials Handling positions in Q2 2019 and 17 closed out, a net change of -5 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q2 2019 was BlackRock, an estimated $15.3M added.
  • The largest Hyster-Yale Materials Handling seller in Q2 2019 was LSV Asset Management, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2019.