Hyster-Yale Materials Handling
98 hedge funds and large institutions have $239M invested in Hyster-Yale Materials Handling in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 17 closing their positions.
0.76% less ownership
Funds ownership: 57.29% → 56.53% (-0.76%)
3% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 36
4% less capital invested
Capital invested by funds: $248M → $239M (-$9.26M)
8% less funds holding
Funds holding: 107 → 98 (-9)
26% less call options, than puts
Call options by funds: $344K | Put options by funds: $467K
29% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KGI
Kopernik Global Investors
Tampa,
Florida
|
+$4.98M |
| 2 |
BlackRock
New York
|
+$3.07M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.46M |
| 4 |
HAIM
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
+$1.83M |
| 5 |
Goldman Sachs
New York
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$3.26M |
| 2 |
LC
Littlejohn & Co
Greenwich,
Connecticut
|
-$2.96M |
| 3 |
RA
Royce & Associates
New York
|
-$2.46M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$1.78M |
| 5 |
Morgan Stanley
New York
|
-$1.52M |
HY Hedge Fund Activity: Q2 2022 in Review
98 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q2 2022, worth a combined $239M — down 3.7% from $248M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of HY and 12 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 35 added.
The largest buyer was Kopernik Global Investors, opening a new position worth an estimated $4.98M. The largest seller was State Street, cutting an estimated $3.26M.
- 98 institutional investors held Hyster-Yale Materials Handling (HY) as of Q2 2022, down from 107 in Q1 2022.
- Funds reported $239M of Hyster-Yale Materials Handling stock for Q2 2022, down 3.7% quarter-over-quarter.
- 12 funds opened new Hyster-Yale Materials Handling positions in Q2 2022 and 17 closed out, a net change of -5 holders.
- The largest Hyster-Yale Materials Handling buyer in Q2 2022 was Kopernik Global Investors, an estimated $4.98M added.
- The largest Hyster-Yale Materials Handling seller in Q2 2022 was State Street, an estimated $3.26M sold.
Based on aggregated 13F filings for Q2 2022.