Hyster-Yale Materials Handling
164 hedge funds and large institutions have $539M invested in Hyster-Yale Materials Handling in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 56 reducing their positions, and 27 closing their positions.
13% more call options, than puts
Call options by funds: $905K | Put options by funds: $802K
11% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 56
6% more capital invested
Capital invested by funds: $509M → $539M (+$29.5M)
0.69% more ownership
Funds ownership: 59.69% → 60.38% (+0.69%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 27
1% less funds holding
Funds holding: 165 → 164 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vontobel Holding
Zurich,
Switzerland
|
+$6.67M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$6.35M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$4.87M |
| 4 |
Lazard Asset Management
New York
|
+$4.25M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$4.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$7.76M |
| 2 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$5.74M |
| 3 |
Morgan Stanley
New York
|
-$4.52M |
| 4 |
Millennium Management
New York
|
-$3.36M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$3.35M |
HY Hedge Fund Activity: Q1 2024 in Review
164 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q1 2024, worth a combined $539M — up 5.8% from $509M a quarter earlier.
Fund positioning in HY was balanced in Q1 2024: 27 funds opened new positions, 27 closed out, 62 added to existing stakes and 56 trimmed.
The largest buyer was Vontobel Holding, opening a new position worth an estimated $6.67M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $7.76M sold.
- 164 institutional investors held Hyster-Yale Materials Handling (HY) as of Q1 2024, down from 165 in Q4 2023.
- Funds reported $539M of Hyster-Yale Materials Handling stock for Q1 2024, up 5.8% quarter-over-quarter.
- 27 funds opened new Hyster-Yale Materials Handling positions in Q1 2024 and 27 closed out, a net change of 0 holders.
- The largest Hyster-Yale Materials Handling buyer in Q1 2024 was Vontobel Holding, an estimated $6.67M added.
- The largest Hyster-Yale Materials Handling seller in Q1 2024 was Assenagon Asset Management, an estimated $7.76M sold.
Based on aggregated 13F filings for Q1 2024.