Hyster-Yale Materials Handling
107 hedge funds and large institutions have $307M invested in Hyster-Yale Materials Handling in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 29 reducing their positions, and 24 closing their positions.
59% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 29
2.09% less ownership
Funds ownership: 59.55% → 57.46% (-2.1%)
9% less funds holding
Funds holding: 118 → 107 (-11)
21% less capital invested
Capital invested by funds: $388M → $307M (-$81.7M)
46% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 24
99% less call options, than puts
Call options by funds: $24K | Put options by funds: $1.92M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$6.41M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$3.85M |
| 3 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$3.28M |
| 4 |
Goldman Sachs
New York
|
+$2.43M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$2.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCMNY
Rubric Capital Management (New York)
New York
|
-$11.1M |
| 2 |
Janus Henderson Group
London,
|
-$6.57M |
| 3 |
Bank of New York Mellon
New York
|
-$4.57M |
| 4 |
RA
Royce & Associates
New York
|
-$4.25M |
| 5 |
Morgan Stanley
New York
|
-$3.15M |
HY Hedge Fund Activity: Q4 2021 in Review
107 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q4 2021, worth a combined $307M — down 21% from $388M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of HY and 13 opened new positions — a net loss of 11 holders — while 29 trimmed existing stakes and 46 added.
The largest buyer was State Street, adding an estimated $6.41M. The largest seller was Rubric Capital Management (New York), exiting entirely with an estimated $11.1M sold.
- 107 institutional investors held Hyster-Yale Materials Handling (HY) as of Q4 2021, down from 118 in Q3 2021.
- Funds reported $307M of Hyster-Yale Materials Handling stock for Q4 2021, down 21% quarter-over-quarter.
- 13 funds opened new Hyster-Yale Materials Handling positions in Q4 2021 and 24 closed out, a net change of -11 holders.
- The largest Hyster-Yale Materials Handling buyer in Q4 2021 was State Street, an estimated $6.41M added.
- The largest Hyster-Yale Materials Handling seller in Q4 2021 was Rubric Capital Management (New York), an estimated $11.1M sold.
Based on aggregated 13F filings for Q4 2021.