Hyster-Yale Materials Handling
118 hedge funds and large institutions have $388M invested in Hyster-Yale Materials Handling in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 47 reducing their positions, and 22 closing their positions.
0.21% less ownership
Funds ownership: 59.76% → 59.55% (-0.21%)
8% less funds holding
Funds holding: 128 → 118 (-10)
23% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 47
31% less capital invested
Capital invested by funds: $566M → $388M (-$177M)
45% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 22
72% less call options, than puts
Call options by funds: $332K | Put options by funds: $1.18M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$8.83M |
| 2 |
Morgan Stanley
New York
|
+$6.32M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$4.06M |
| 4 |
LC
Littlejohn & Co
Greenwich,
Connecticut
|
+$3.58M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$3.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$10.2M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$5.97M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$5.51M |
| 4 |
ER
EVR Research
Richmond,
Virginia
|
-$4.93M |
| 5 |
PSC
Prentiss Smith & Co
Brattleboro,
Vermont
|
-$4.18M |
HY Hedge Fund Activity: Q3 2021 in Review
118 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2021, worth a combined $388M — down 31% from $566M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of HY and 12 opened new positions — a net loss of 10 holders — while 47 trimmed existing stakes and 36 added.
The largest buyer was GAMCO Investors, adding an estimated $8.83M. The largest seller was Janus Henderson Group, cutting an estimated $10.2M.
- 118 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2021, down from 128 in Q2 2021.
- Funds reported $388M of Hyster-Yale Materials Handling stock for Q3 2021, down 31% quarter-over-quarter.
- 12 funds opened new Hyster-Yale Materials Handling positions in Q3 2021 and 22 closed out, a net change of -10 holders.
- The largest Hyster-Yale Materials Handling buyer in Q3 2021 was GAMCO Investors, an estimated $8.83M added.
- The largest Hyster-Yale Materials Handling seller in Q3 2021 was Janus Henderson Group, an estimated $10.2M sold.
Based on aggregated 13F filings for Q3 2021.