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Hyster-Yale Materials Handling

175 hedge funds and large institutions have $601M invested in Hyster-Yale Materials Handling in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

16% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 56

12% more capital invested

Capital invested by funds: $539M → $601M (+$62.3M)

7% more funds holding

Funds holding: 164175 (+11)

1.07% more ownership

Funds ownership: 60.38%61.45% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

50% less call options, than puts

Call options by funds: $494K | Put options by funds: $990K

Holders
175
Holders Change
+11
Holders Change %
+6.71%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
65
Reduced
56
Closed
24
Calls
$494K
Puts
$990K
Net Calls
-$496K
Net Calls Change
-$599K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$75.8M +$1.74M +25,446 +2%
GI
2
GAMCO Investors
Connecticut
$63.5M -$4.86M -71,258 -7%
BlackRock
3
BlackRock
New York
$60M +$1.08M +15,774 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$35.2M -$400K -5,868 -1%
State Street
5
State Street
Massachusetts
$22.4M +$3.68M +53,949 +20%
V
6
ValueWorks
New York
$17.9M +$150K +2,200 +0.9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$17.7M +$1.06M +15,551 +7%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$15.7M -$100K -1,469 -0.6%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$15.4M +$5.86M +85,906 +64%
Federated Hermes
10
Federated Hermes
Pennsylvania
$14.4M -$16.8K -246 -0.1%
American Century Companies
11
American Century Companies
Missouri
$10.5M +$6.19M +90,696 +150%
Morgan Stanley
12
Morgan Stanley
New York
$8.85M +$1.16M +17,044 +16%
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$8.7M -$501K -7,349 -6%
Goldman Sachs
14
Goldman Sachs
New York
$8.35M +$1.02M +15,000 +14%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$8.06M +$179K +2,619 +2%
ProShare Advisors
16
ProShare Advisors
Maryland
$7.85M -$1.48M -21,697 -16%
Charles Schwab
17
Charles Schwab
California
$7.73M +$914K +13,393 +14%
Northern Trust
18
Northern Trust
Illinois
$7.37M -$307K -4,505 -4%
Prudential Financial
19
Prudential Financial
New Jersey
$6.94M -$678K -9,935 -9%
Vontobel Holding
20
Vontobel Holding
Switzerland
$6.92M -$326K -4,772 -5%
Mirae Asset Global ETFs Holdings
21
Mirae Asset Global ETFs Holdings
Hong Kong
$6.8M +$6.66M +97,589 New
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$6.17M -$3.07M -45,033 -34%
Invesco
23
Invesco
Georgia
$6.03M +$2.82M +41,283 +91%
AQR Capital Management
24
AQR Capital Management
Connecticut
$5.34M +$24.8K +363 +0.5%
CFMC
25
Curbstone Financial Management Corp
New Hampshire
$5.27M