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Hyster-Yale Materials Handling

130 hedge funds and large institutions have $433M invested in Hyster-Yale Materials Handling in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 42 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,374% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $110K

278% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 9

157% more capital invested

Capital invested by funds: $169M → $433M (+$265M)

24% more funds holding

Funds holding: 105130 (+25)

11% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 38

9.38% more ownership

Funds ownership: 55.52%64.9% (+9.4%)

Holders
130
Holders Change
+25
Holders Change %
+23.81%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
42
Reduced
38
Closed
9
Calls
$1.62M
Puts
$110K
Net Calls
+$1.51M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$70.4M +$50M +1,362,653 +2,830%
GI
2
GAMCO Investors
Connecticut
$52.8M +$3.09M +84,260 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$43.3M +$579K +15,788 +2%
BlackRock
4
BlackRock
New York
$42.3M -$840K -22,910 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$28.9M -$2.13M -58,116 -9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$18.5M +$3.3M +90,106 +32%
State Street
7
State Street
Massachusetts
$17.5M +$504K +13,759 +4%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$16.1M +$1.11M +30,175 +10%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$11.6M -$277K -7,547 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$10.2M +$564K +15,378 +8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$7.44M +$36.7K +1,001 +0.7%
V
12
ValueWorks
New York
$5.97M +$4.39M +119,675 New
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$5.81M +$66.9K +1,826 +2%
Citadel Advisors
14
Citadel Advisors
Florida
$5.61M -$978K -26,686 -19%
Goldman Sachs
15
Goldman Sachs
New York
$5.6M +$101K +2,756 +3%
Northern Trust
16
Northern Trust
Illinois
$5.18M -$28.9K -788 -0.8%
Morgan Stanley
17
Morgan Stanley
New York
$4.95M +$1.34M +36,632 +59%
Charles Schwab
18
Charles Schwab
California
$3.89M -$5.81M -158,386 -67%
Invesco
19
Invesco
Georgia
$3.68M +$1.13M +30,892 +72%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$3.63M +$2.41M +65,870 +933%
Fisher Asset Management
21
Fisher Asset Management
Washington
$3.5M -$231K -6,291 -8%
HAIM
22
Hunter Associates Investment Management
Pennsylvania
$3.49M +$189K +5,150 +8%
CFMC
23
Curbstone Financial Management Corp
New Hampshire
$2.92M -$11.7K -320 -0.5%
GF
24
Gabelli Funds
New York
$2.79M +$352K +9,600 +21%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$2.79M +$1.17M +32,044 +134%