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 26 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
4% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 26
4% more capital invested
Capital invested by funds: $521M → $539M (+$18.3M)
0% more funds holding
Funds holding: 164 → 164 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.63% less ownership
Funds ownership: 61.01% → 60.38% (-0.63%)
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 |
Morgan Stanley
New York
|
-$16.1M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$7.76M |
| 3 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$5.74M |
| 4 |
Millennium Management
New York
|
-$3.36M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$3.35M |
HY Hedge Fund Activity: Q1 2024 in Review
164 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q1 2024, worth a combined $539M — up 3.5% from $521M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new HY positions and 26 closed out — a net gain of 1 holder — while 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 Morgan Stanley, cutting an estimated $16.1M.
- 164 institutional investors held Hyster-Yale Materials Handling (HY) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $539M of Hyster-Yale Materials Handling stock for Q1 2024, up 3.5% quarter-over-quarter.
- 27 funds opened new Hyster-Yale Materials Handling positions in Q1 2024 and 26 closed out, a net change of +1 holder.
- 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 Morgan Stanley, an estimated $16.1M sold.
Based on aggregated 13F filings for Q1 2024.