Hyster-Yale Materials Handling
139 hedge funds and large institutions have $355M invested in Hyster-Yale Materials Handling in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 47 reducing their positions, and 17 closing their positions.
779% more call options, than puts
Call options by funds: $624K | Put options by funds: $71K
19% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 47
2.57% more ownership
Funds ownership: 56.79% → 59.36% (+2.6%)
1% less funds holding
Funds holding: 140 → 139 (-1)
6% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 17
16% less capital invested
Capital invested by funds: $424M → $355M (-$69.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$10.3M |
| 2 |
Millennium Management
New York
|
+$7.56M |
| 3 |
V
ValueWorks
New York
|
+$4.18M |
| 4 |
Swedbank
Stockholm,
Sweden
|
+$2.08M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$6.28M |
| 2 |
Bank of New York Mellon
New York
|
-$3.51M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$2.89M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$2.77M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$1.72M |
HY Hedge Fund Activity: Q3 2023 in Review
139 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2023, worth a combined $355M — down 16% from $424M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of HY and 16 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 56 added.
The largest buyer was Fidelity Investments, adding an estimated $10.3M. The largest seller was Jacobs Levy Equity Management, exiting entirely with an estimated $6.28M sold.
- 139 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2023, down from 140 in Q2 2023.
- Funds reported $355M of Hyster-Yale Materials Handling stock for Q3 2023, down 16% quarter-over-quarter.
- 16 funds opened new Hyster-Yale Materials Handling positions in Q3 2023 and 17 closed out, a net change of -1 holder.
- The largest Hyster-Yale Materials Handling buyer in Q3 2023 was Fidelity Investments, an estimated $10.3M added.
- The largest Hyster-Yale Materials Handling seller in Q3 2023 was Jacobs Levy Equity Management, an estimated $6.28M sold.
Based on aggregated 13F filings for Q3 2023.