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Hyster-Yale Materials Handling

106 hedge funds and large institutions have $248M invested in Hyster-Yale Materials Handling in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 106106 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0.17% less ownership

Funds ownership: 57.46%57.29% (-0.17%)

8% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 40

19% less capital invested

Capital invested by funds: $307M → $248M (-$58.3M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.45M

Holders
106
Holders Change
Holders Change %
0%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
37
Reduced
40
Closed
15
Calls
Puts
$1.45M
Net Calls
-$1.45M
Net Calls Change
+$441K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$32.8M +$8.84M +223,715 +29%
Vanguard Group
2
Vanguard Group
Pennsylvania
$26.1M -$5.25M -132,869 -14%
BlackRock
3
BlackRock
New York
$25.4M -$1.48M -37,477 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$24M +$21.1K +533 +0.1%
State Street
5
State Street
Massachusetts
$14.8M -$233K -5,903 -1%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$11.8M +$6.53M +165,140 +86%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$10.5M +$1.03M +26,081 +9%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$8.72M +$164K +4,146 +2%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$7M +$1.63M +41,192 +24%
Victory Capital Management
10
Victory Capital Management
Texas
$6.55M -$3.14M -79,534 -29%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$5.73M -$758K -19,177 -10%
Charles Schwab
12
Charles Schwab
California
$5.49M +$1.03M +26,097 +19%
Northern Trust
13
Northern Trust
Illinois
$4.46M -$272K -6,873 -5%
LC
14
Littlejohn & Co
Connecticut
$4.14M -$2.07M -52,385 -30%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$4.01M +$695K +17,591 +17%
Morgan Stanley
16
Morgan Stanley
New York
$3.85M +$936K +23,688 +26%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.96M -$3.51M -88,712 -50%
Goldman Sachs
18
Goldman Sachs
New York
$2.82M -$396K -10,008 -11%
WAM
19
Winslow Asset Management
Ohio
$2.73M +$93.2K +2,359 +3%
Citadel Advisors
20
Citadel Advisors
Florida
$2.72M +$1.49M +37,711 +86%
RA
21
Royce & Associates
New York
$2.46M -$2.77M -70,000 -49%
Fisher Asset Management
22
Fisher Asset Management
Washington
$2.31M +$1.43M +36,277 +109%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$2.27M -$778K -19,679 -22%
CFMC
24
Curbstone Financial Management Corp
New Hampshire
$2.01M
MP
25
McDonald Partners
Ohio
$1.77M +$2.1M +53,236 New