Hyster-Yale Materials Handling
118 hedge funds and large institutions have $450M invested in Hyster-Yale Materials Handling in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 18 closing their positions.
10% more capital invested
Capital invested by funds: $408M → $450M (+$42.5M)
1.42% more ownership
Funds ownership: 58.24% → 59.66% (+1.4%)
2% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 42
6% less funds holding
Funds holding: 126 → 118 (-8)
44% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 18
78% less call options, than puts
Call options by funds: $466K | Put options by funds: $2.09M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$9.88M |
| 2 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
+$6.53M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.4M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$2.59M |
| 5 |
Morgan Stanley
New York
|
+$2.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$2.16M |
| 2 |
RA
Royce & Associates
New York
|
-$1.49M |
| 3 |
JP Morgan Chase
New York
|
-$1.41M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.4M |
| 5 |
EVC
Eidelman Virant Capital
Saint Louis,
Missouri
|
-$1.39M |
HY Hedge Fund Activity: Q4 2019 in Review
118 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q4 2019, worth a combined $450M — up 10% from $408M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of HY and 10 opened new positions — a net loss of 8 holders — while 42 trimmed existing stakes and 41 added.
The largest buyer was GAMCO Investors, adding an estimated $9.88M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $2.16M sold.
- 118 institutional investors held Hyster-Yale Materials Handling (HY) as of Q4 2019, down from 126 in Q3 2019.
- Funds reported $450M of Hyster-Yale Materials Handling stock for Q4 2019, up 10% quarter-over-quarter.
- 10 funds opened new Hyster-Yale Materials Handling positions in Q4 2019 and 18 closed out, a net change of -8 holders.
- The largest Hyster-Yale Materials Handling buyer in Q4 2019 was GAMCO Investors, an estimated $9.88M added.
- The largest Hyster-Yale Materials Handling seller in Q4 2019 was Lazard Asset Management, an estimated $2.16M sold.
Based on aggregated 13F filings for Q4 2019.