Hyster-Yale Materials Handling
165 hedge funds and large institutions have $509M invested in Hyster-Yale Materials Handling in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 7 closing their positions.
2,154% more call options, than puts
Call options by funds: $1.26M | Put options by funds: $56K
386% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 7
43% more capital invested
Capital invested by funds: $355M → $509M (+$154M)
22% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 49
19% more funds holding
Funds holding: 139 → 165 (+26)
0.33% more ownership
Funds ownership: 59.36% → 59.69% (+0.33%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.33M |
| 2 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$4.39M |
| 3 |
Morgan Stanley
New York
|
+$3.45M |
| 4 |
BlackRock
New York
|
+$3.16M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$2.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$18.6M |
| 2 |
Millennium Management
New York
|
-$4.72M |
| 3 |
State Street
Boston,
Massachusetts
|
-$2.72M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$1.46M |
| 5 |
ProShare Advisors
Bethesda,
Maryland
|
-$1M |
HY Hedge Fund Activity: Q4 2023 in Review
165 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q4 2023, worth a combined $509M — up 43% from $355M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new HY positions and 7 closed out — a net gain of 27 holders — while 60 added to existing stakes and 49 trimmed.
The largest buyer was Vanguard Group, adding an estimated $7.33M. The largest seller was Fidelity Investments, cutting an estimated $18.6M.
- 165 institutional investors held Hyster-Yale Materials Handling (HY) as of Q4 2023, up from 139 in Q3 2023.
- Funds reported $509M of Hyster-Yale Materials Handling stock for Q4 2023, up 43% quarter-over-quarter.
- 34 funds opened new Hyster-Yale Materials Handling positions in Q4 2023 and 7 closed out, a net change of +27 holders.
- The largest Hyster-Yale Materials Handling buyer in Q4 2023 was Vanguard Group, an estimated $7.33M added.
- The largest Hyster-Yale Materials Handling seller in Q4 2023 was Fidelity Investments, an estimated $18.6M sold.
Based on aggregated 13F filings for Q4 2023.