Hyster-Yale Materials Handling
131 hedge funds and large institutions have $433M invested in Hyster-Yale Materials Handling in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 9 closing their positions.
1,374% more call options, than puts
Call options by funds: $1.62M | Put options by funds: $110K
289% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 9
157% more capital invested
Capital invested by funds: $169M → $433M (+$265M)
25% more funds holding
Funds holding: 105 → 131 (+26)
14.23% more ownership
Funds ownership: 50.67% → 64.9% (+14%)
14% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$50M |
| 2 |
V
ValueWorks
New York
|
+$4.39M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.3M |
| 4 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$3.09M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KGI
Kopernik Global Investors
Tampa,
Florida
|
-$8.43M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$5.81M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$2.55M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$1.64M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$992K |
HY Hedge Fund Activity: Q1 2023 in Review
131 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q1 2023, worth a combined $433M — up 157% from $169M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new HY positions and 9 closed out — a net gain of 26 holders — while 42 added to existing stakes and 37 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $50M. The largest seller was Kopernik Global Investors, exiting entirely with an estimated $8.43M sold.
- 131 institutional investors held Hyster-Yale Materials Handling (HY) as of Q1 2023, up from 105 in Q4 2022.
- Funds reported $433M of Hyster-Yale Materials Handling stock for Q1 2023, up 157% quarter-over-quarter.
- 35 funds opened new Hyster-Yale Materials Handling positions in Q1 2023 and 9 closed out, a net change of +26 holders.
- The largest Hyster-Yale Materials Handling buyer in Q1 2023 was PNC Financial Services Group, an estimated $50M added.
- The largest Hyster-Yale Materials Handling seller in Q1 2023 was Kopernik Global Investors, an estimated $8.43M sold.
Based on aggregated 13F filings for Q1 2023.