We are live on ! Find out more
HY icon

Hyster-Yale Materials Handling
HY

105 hedge funds and large institutions have $169M invested in Hyster-Yale Materials Handling in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

17% more funds holding

Funds holding: 90 → 105 (+15)

8% more capital invested

Capital invested by funds: $156M → $169M (+$13M)

0.43% more ownership

Funds ownership: 55.1% → 55.52% (+0.43%)

11% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 38

44% less call options, than puts

Call options by funds: $35K | Put options by funds: $63K

Holders
105
Holders Change
+15
Holders Change %
+16.67%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
34
Reduced
38
Closed
5
Calls
$35K
Puts
$63K
Net Calls
-$28K
Net Calls Change
+$243K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.08M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$1.34M
3
Norges Bank
Norges Bank
Norway
+$1.09M
4
HF
HRT Financial
New York
+$810K
5
Citadel Advisors
Citadel Advisors
Florida
+$665K

Top Sellers

1
GI
GAMCO Investors
Connecticut
-$2.49M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.22M
3
SLAM
Swiss Life Asset Management
-$570K
4
AQR Capital Management
AQR Capital Management
Connecticut
-$532K
5
State Street
State Street
Massachusetts
-$492K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
GAMCO Investors
Connecticut
$24.6M -$2.49M -89,459 -8%
BlackRock
2
BlackRock
New York
$22.1M +$386K +13,882 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$21.6M -$411K -14,761 -2%
State Street
4
State Street
Massachusetts
$8.51M -$492K -17,683 -5%
KGI
5
Kopernik Global Investors
Florida
$8.43M -$388K -13,937 -4%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$7.42M -$480K -17,256 -6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$7.08M +$4.87K +175 +0.1%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$6.06M +$18.8K +677 +0.3%
Charles Schwab
9
Charles Schwab
California
$5.98M +$316K +11,336 +5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.8M +$149K +5,361 +3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.75M +$2.08M +74,613 +102%
Citadel Advisors
12
Citadel Advisors
Florida
$3.52M +$665K +23,894 +21%
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$2.9M -$437K -15,696 -12%
Goldman Sachs
14
Goldman Sachs
New York
$2.77M -$283K -10,180 -9%
Northern Trust
15
Northern Trust
Illinois
$2.65M -$47.6K -1,710 -2%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$2.58M -$31K -1,114 -1%
Fisher Asset Management
17
Fisher Asset Management
Washington
$1.93M – – –
HAIM
18
Hunter Associates Investment Management
Pennsylvania
$1.64M +$203K +7,300 +13%
Morgan Stanley
19
Morgan Stanley
New York
$1.58M +$102K +3,665 +6%
Millennium Management
20
Millennium Management
New York
$1.54M +$458K +16,441 +37%
CFMC
21
Curbstone Financial Management Corp
New Hampshire
$1.49M – – –
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$1.26M +$484K +17,403 +53%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$1.22M +$1.34M +48,150 New
GF
24
Gabelli Funds
New York
$1.17M +$61.2K +2,200 +5%
JIC
25
Johnson Investment Counsel
Ohio
$1.1M – – –
1
2 3 4 5

HY Hedge Fund Activity: Q4 2022 in Review

105 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q4 2022, worth a combined $169M — up 8.4% from $156M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new HY positions and 5 closed out — a net gain of 15 holders — while 34 added to existing stakes and 38 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $2.08M. The largest seller was GAMCO Investors, cutting an estimated $2.49M.

  • 105 institutional investors held Hyster-Yale Materials Handling (HY) as of Q4 2022, up from 90 in Q3 2022.
  • Funds reported $169M of Hyster-Yale Materials Handling stock for Q4 2022, up 8.4% quarter-over-quarter.
  • 20 funds opened new Hyster-Yale Materials Handling positions in Q4 2022 and 5 closed out, a net change of +15 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q4 2022 was Bank of New York Mellon, an estimated $2.08M added.
  • The largest Hyster-Yale Materials Handling seller in Q4 2022 was GAMCO Investors, an estimated $2.49M sold.

Based on aggregated 13F filings for Q4 2022.