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Hyster-Yale Materials Handling
HY

126 hedge funds and large institutions have $408M invested in Hyster-Yale Materials Handling in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

4% more funds holding

Funds holding: 121 → 126 (+5)

3% less capital invested

Capital invested by funds: $421M → $408M (-$13.9M)

1.46% less ownership

Funds ownership: 59.7% → 58.24% (-1.5%)

25% less call options, than puts

Call options by funds: $1.66M | Put options by funds: $2.22M

Holders
126
Holders Change
+5
Holders Change %
+4.13%
% of All Funds
2.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
44
Reduced
38
Closed
12
Calls
$1.66M
Puts
$2.22M
Net Calls
-$567K
Net Calls Change
+$2.04M

Top Buyers

Rank Fund Capital Flow
1
BGIM
Brandywine Global Investment Management
Pennsylvania
+$3.54M
2
BlackRock
BlackRock
New York
+$2.61M
3
Lazard Asset Management
Lazard Asset Management
New York
+$2.2M
4
EVC
Eidelman Virant Capital
Missouri
+$2.03M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
-$5.9M
2
FP
Foundry Partners
Minnesota
-$4.91M
3
Millennium Management
Millennium Management
New York
-$4.32M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$4.21M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$55.2M +$2.61M +46,971 +5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$46.6M -$3.13M -56,290 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$44.7M -$4.21M -75,771 -8%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$31M +$1.43M +25,808 +5%
LSV Asset Management
5
LSV Asset Management
Illinois
$19.9M -$5.9M -106,098 -23%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$15.5M -$1.23M -22,061 -7%
RA
7
Royce & Associates
New York
$13M +$659K +11,853 +5%
Franklin Resources
8
Franklin Resources
California
$12.3M -$58.2K -1,048 -0.5%
State Street
9
State Street
Massachusetts
$11.9M +$71K +1,277 +0.6%
Deutsche Bank
10
Deutsche Bank
Germany
$8.82M -$77.9K -1,402 -0.9%
Diamond Hill Capital Management
11
Diamond Hill Capital Management
Ohio
$8.15M -$1.44M -25,870 -15%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$8.11M +$222K +3,996 +3%
Northern Trust
13
Northern Trust
Illinois
$7.99M +$263K +4,740 +3%
Charles Schwab
14
Charles Schwab
California
$7.57M +$284K +5,104 +4%
Norges Bank
15
Norges Bank
Norway
$7.36M -$1.04M -18,695 -12%
Grantham, Mayo, Van Otterloo & Co (GMO)
16
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.36M -$553K -9,954 -7%
BGIM
17
Brandywine Global Investment Management
Pennsylvania
$6.69M +$3.54M +63,710 +109%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$5.91M -$59.3K -1,067 -1%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$5.45M +$244K +4,400 +5%
Fisher Asset Management
20
Fisher Asset Management
Washington
$5.17M +$263K +4,730 +5%
WAM
21
Winslow Asset Management
Ohio
$4.16M -$784K -14,111 -16%
N
22
Nuveen
North Carolina
$3.85M +$324K +5,828 +9%
CFMC
23
Curbstone Financial Management Corp
New Hampshire
$3.34M – – –
Bank of America
24
Bank of America
North Carolina
$3.1M -$111K -1,996 -3%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$2.9M +$44.5K +800 +2%
1
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HY Hedge Fund Activity: Q3 2019 in Review

126 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2019, worth a combined $408M — down 3.3% from $421M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HY positions and 12 closed out — a net gain of 5 holders — while 44 added to existing stakes and 38 trimmed.

The largest buyer was Brandywine Global Investment Management, adding an estimated $3.54M. The largest seller was LSV Asset Management, cutting an estimated $5.9M.

  • 126 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2019, up from 121 in Q2 2019.
  • Funds reported $408M of Hyster-Yale Materials Handling stock for Q3 2019, down 3.3% quarter-over-quarter.
  • 17 funds opened new Hyster-Yale Materials Handling positions in Q3 2019 and 12 closed out, a net change of +5 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q3 2019 was Brandywine Global Investment Management, an estimated $3.54M added.
  • The largest Hyster-Yale Materials Handling seller in Q3 2019 was LSV Asset Management, an estimated $5.9M sold.

Based on aggregated 13F filings for Q3 2019.