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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 13 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.75% less ownership

Funds ownership: 57.29%56.54% (-0.75%)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

4% less capital invested

Capital invested by funds: $248M → $239M (-$9.22M)

8% less funds holding

Funds holding: 10698 (-8)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

54% less call options, than puts

Call options by funds: $344K | Put options by funds: $751K

Holders
98
Holders Change
-8
Holders Change %
-7.55%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
35
Reduced
36
Closed
17
Calls
$344K
Puts
$751K
Net Calls
-$407K
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$32.4M +$578K +16,999 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$27.7M +$2.46M +72,339 +9%
BlackRock
3
BlackRock
New York
$27.5M +$3.07M +90,188 +12%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$22.9M -$369K -10,856 -2%
State Street
5
State Street
Massachusetts
$11.2M -$3.26M -95,915 -22%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$11.1M -$423K -12,425 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$9.01M -$1.2M -35,163 -11%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$7.92M -$570K -16,738 -6%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$6.92M +$138K +4,060 +2%
Charles Schwab
10
Charles Schwab
California
$6.38M +$1.11M +32,509 +20%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$5.78M +$239K +7,025 +4%
KGI
12
Kopernik Global Investors
Florida
$4.71M +$4.98M +146,250 New
Victory Capital Management
13
Victory Capital Management
Texas
$4.67M -$1.78M -52,266 -27%
Goldman Sachs
14
Goldman Sachs
New York
$4.37M +$1.73M +50,901 +60%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$4.26M +$397K +11,659 +10%
Northern Trust
16
Northern Trust
Illinois
$3.41M -$968K -28,440 -21%
Assenagon Asset Management
17
Assenagon Asset Management
Luxembourg
$2.56M +$371K +10,899 +16%
Fisher Asset Management
18
Fisher Asset Management
Washington
$2.46M +$235K +6,918 +10%
WAM
19
Winslow Asset Management
Ohio
$2.41M -$250K -7,343 -9%
Citadel Advisors
20
Citadel Advisors
Florida
$2.36M -$289K -8,484 -10%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.33M -$569K -16,718 -19%
Morgan Stanley
22
Morgan Stanley
New York
$2.3M -$1.52M -44,580 -38%
CFMC
23
Curbstone Financial Management Corp
New Hampshire
$1.9M -$53K -1,558 -3%
HAIM
24
Hunter Associates Investment Management
Pennsylvania
$1.73M +$1.83M +53,850 New
Russell Investments Group
25
Russell Investments Group
United Kingdom
$1.68M +$450K +13,217 +34%