Hyster-Yale Materials Handling
140 hedge funds and large institutions have $424M invested in Hyster-Yale Materials Handling in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 53 reducing their positions, and 13 closing their positions.
1,460% more call options, than puts
Call options by funds: $1.75M | Put options by funds: $112K
69% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 13
7% more funds holding
Funds holding: 131 → 140 (+9)
2% less capital invested
Capital invested by funds: $433M → $424M (-$8.92M)
8.11% less ownership
Funds ownership: 64.9% → 56.79% (-8.1%)
23% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ProShare Advisors
Bethesda,
Maryland
|
+$7.77M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$4.91M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$3.72M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.35M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$2.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$71.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.28M |
| 3 |
BlackRock
New York
|
-$2.83M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.69M |
| 5 |
State Street
Boston,
Massachusetts
|
-$1.4M |
HY Hedge Fund Activity: Q2 2023 in Review
140 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q2 2023, worth a combined $424M — down 2.1% from $433M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new HY positions and 13 closed out — a net gain of 9 holders — while 41 added to existing stakes and 53 trimmed.
The largest buyer was ProShare Advisors, adding an estimated $7.77M. The largest seller was PNC Financial Services Group, cutting an estimated $71.2M.
- 140 institutional investors held Hyster-Yale Materials Handling (HY) as of Q2 2023, up from 131 in Q1 2023.
- Funds reported $424M of Hyster-Yale Materials Handling stock for Q2 2023, down 2.1% quarter-over-quarter.
- 22 funds opened new Hyster-Yale Materials Handling positions in Q2 2023 and 13 closed out, a net change of +9 holders.
- The largest Hyster-Yale Materials Handling buyer in Q2 2023 was ProShare Advisors, an estimated $7.77M added.
- The largest Hyster-Yale Materials Handling seller in Q2 2023 was PNC Financial Services Group, an estimated $71.2M sold.
Based on aggregated 13F filings for Q2 2023.