Hyster-Yale Materials Handling
120 hedge funds and large institutions have $465M invested in Hyster-Yale Materials Handling in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 43 reducing their positions, and 10 closing their positions.
120% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 10
72% more capital invested
Capital invested by funds: $270M → $465M (+$195M)
11% more funds holding
Funds holding: 108 → 120 (+12)
4.14% more ownership
Funds ownership: 56.1% → 60.24% (+4.1%)
33% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$5.33M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$4.92M |
| 3 |
PSC
Prentiss Smith & Co
Brattleboro,
Vermont
|
+$3.96M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.47M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$3.5M |
| 2 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$3.42M |
| 3 |
RA
Royce & Associates
New York
|
-$1.38M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$1.18M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$1.06M |
HY Hedge Fund Activity: Q4 2020 in Review
120 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q4 2020, worth a combined $465M — up 72% from $270M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new HY positions and 10 closed out — a net gain of 12 holders — while 29 added to existing stakes and 43 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $5.33M. The largest seller was Deutsche Bank, cutting an estimated $3.5M.
- 120 institutional investors held Hyster-Yale Materials Handling (HY) as of Q4 2020, up from 108 in Q3 2020.
- Funds reported $465M of Hyster-Yale Materials Handling stock for Q4 2020, up 72% quarter-over-quarter.
- 22 funds opened new Hyster-Yale Materials Handling positions in Q4 2020 and 10 closed out, a net change of +12 holders.
- The largest Hyster-Yale Materials Handling buyer in Q4 2020 was Bank of New York Mellon, an estimated $5.33M added.
- The largest Hyster-Yale Materials Handling seller in Q4 2020 was Deutsche Bank, an estimated $3.5M sold.
Based on aggregated 13F filings for Q4 2020.