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Hyster-Yale Materials Handling
HY

183 hedge funds and large institutions have $542M invested in Hyster-Yale Materials Handling in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 65 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 19

36% more call options, than puts

Call options by funds: $892K | Put options by funds: $656K

5% more funds holding

Funds holding: 175 → 183 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.95% less ownership

Funds ownership: 61.45% → 60.49% (-0.95%)

10% less capital invested

Capital invested by funds: $601M → $542M (-$59.2M)

14% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 65

Holders
183
Holders Change
+8
Holders Change %
+4.57%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
56
Reduced
65
Closed
19
Calls
$892K
Puts
$656K
Net Calls
+$236K
Net Calls Change
+$732K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$5.63M
2
Morgan Stanley
Morgan Stanley
New York
+$5.55M
3
SG Americas Securities
SG Americas Securities
New York
+$2.36M
4
Millennium Management
Millennium Management
New York
+$2.22M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.07M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$6.17M
2
Lazard Asset Management
Lazard Asset Management
New York
-$4.08M
3
Invesco
Invesco
Georgia
-$3.57M
4
GI
GAMCO Investors
Connecticut
-$3.07M
5
Goldman Sachs
Goldman Sachs
New York
-$2.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$71.4M +$2.07M +31,707 +3%
BlackRock
2
BlackRock
New York
$56.2M +$1.37M +21,020 +2%
GI
3
GAMCO Investors
Connecticut
$55.1M -$3.07M -47,068 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$32.6M +$390K +5,971 +1%
State Street
5
State Street
Massachusetts
$20.4M -$82.3K -1,262 -0.4%
V
6
ValueWorks
New York
$17.3M +$953K +14,600 +6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$16.3M +$108K +1,658 +0.7%
American Century Companies
8
American Century Companies
Missouri
$15.1M +$5.63M +86,251 +57%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$14M -$340K -5,218 -2%
Morgan Stanley
10
Morgan Stanley
New York
$13.5M +$5.55M +85,141 +67%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$13.5M -$637K -9,762 -4%
Federated Hermes
12
Federated Hermes
Pennsylvania
$13.2M +$14K +214 +0.1%
ProShare Advisors
13
ProShare Advisors
Maryland
$7.94M +$776K +11,895 +11%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$7.59M -$372K -5,705 -5%
Charles Schwab
15
Charles Schwab
California
$7.34M +$280K +4,296 +4%
Northern Trust
16
Northern Trust
Illinois
$6.96M +$228K +3,495 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$6.81M -$573K -8,790 -8%
Prudential Financial
18
Prudential Financial
New Jersey
$5.84M -$523K -8,010 -8%
Vontobel Holding
19
Vontobel Holding
Switzerland
$5.66M -$689K -10,556 -11%
Mirae Asset Global ETFs Holdings
20
Mirae Asset Global ETFs Holdings
Hong Kong
$5.6M -$639K -9,790 -10%
Goldman Sachs
21
Goldman Sachs
New York
$5.25M -$2.44M -37,445 -31%
Millennium Management
22
Millennium Management
New York
$5.24M +$2.22M +34,071 +71%
CFMC
23
Curbstone Financial Management Corp
New Hampshire
$4.82M – – –
FP
24
Foundry Partners
Minnesota
$4.69M +$75.8K +1,162 +2%
Swedbank
25
Swedbank
Sweden
$3.55M -$1.19M -18,203 -25%
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HY Hedge Fund Activity: Q3 2024 in Review

183 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q3 2024, worth a combined $542M — down 9.8% from $601M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new HY positions and 19 closed out — a net gain of 10 holders — while 56 added to existing stakes and 65 trimmed.

The largest buyer was American Century Companies, adding an estimated $5.63M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $6.17M sold.

  • 183 institutional investors held Hyster-Yale Materials Handling (HY) as of Q3 2024, up from 175 in Q2 2024.
  • Funds reported $542M of Hyster-Yale Materials Handling stock for Q3 2024, down 9.8% quarter-over-quarter.
  • 29 funds opened new Hyster-Yale Materials Handling positions in Q3 2024 and 19 closed out, a net change of +10 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q3 2024 was American Century Companies, an estimated $5.63M added.
  • The largest Hyster-Yale Materials Handling seller in Q3 2024 was Arrowstreet Capital, an estimated $6.17M sold.

Based on aggregated 13F filings for Q3 2024.