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Hyster-Yale Materials Handling
HY

179 hedge funds and large institutions have $356M invested in Hyster-Yale Materials Handling in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,250% more call options, than puts

Call options by funds: $108K | Put options by funds: $8K

38% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 52

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.64% less ownership

Funds ownership: 60.82% → 60.19% (-0.64%)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

1% less funds holding

Funds holding: 181 → 179 (-2)

18% less capital invested

Capital invested by funds: $436M → $356M (-$79.6M)

Holders
179
Holders Change
-2
Holders Change %
-1.1%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
72
Reduced
52
Closed
22
Calls
$108K
Puts
$8K
Net Calls
+$100K
Net Calls Change
+$197K

Top Buyers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$3.9M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$2.08M
3
BCM
Bridgeway Capital Management
Texas
+$1.95M
4
TC
Truvestments Capital
Florida
+$1.83M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$1.76M

Top Sellers

Rank Fund Capital Flow
1
FP
Foundry Partners
Minnesota
-$3.98M
2
Prudential Financial
Prudential Financial
New Jersey
-$3.74M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.48M
4
PAM
Panagora Asset Management
Massachusetts
-$1.88M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$1.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$45.6M -$763K -15,352 -1%
BlackRock
2
BlackRock
New York
$36.5M +$97.1K +1,953 +0.2%
GI
3
GAMCO Investors
Connecticut
$35.1M -$67.1K -1,350 -0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$22.3M +$1.04M +20,818 +4%
American Century Companies
5
American Century Companies
Missouri
$12.6M +$1.39M +27,891 +10%
State Street
6
State Street
Massachusetts
$11.8M -$543K -10,922 -4%
V
7
ValueWorks
New York
$11.8M +$1.32M +26,567 +10%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$10.9M +$383K +7,699 +3%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$9M -$70.8K -1,424 -0.7%
Morgan Stanley
10
Morgan Stanley
New York
$7.13M -$1.8M -36,227 -17%
ProShare Advisors
11
ProShare Advisors
Maryland
$6.76M +$910K +18,308 +13%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$6.69M -$1.62M -32,635 -17%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$5.77M +$3.9M +78,471 +130%
Millennium Management
14
Millennium Management
New York
$4.97M +$1.01M +20,305 +20%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$4.8M +$506K +10,180 +10%
Northern Trust
16
Northern Trust
Illinois
$4.53M -$288K -5,798 -5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$4.47M -$83.3K -1,675 -2%
Vontobel Holding
18
Vontobel Holding
Switzerland
$4.46M +$1.31M +26,414 +33%
Federated Hermes
19
Federated Hermes
Pennsylvania
$4.35M -$1.81M -36,297 -26%
Charles Schwab
20
Charles Schwab
California
$4.29M -$482K -9,684 -9%
Mirae Asset Global ETFs Holdings
21
Mirae Asset Global ETFs Holdings
Hong Kong
$3.66M +$583K +11,714 +15%
First Trust Advisors
22
First Trust Advisors
Illinois
$3.47M +$969K +19,482 +30%
AQR Capital Management
23
AQR Capital Management
Connecticut
$3.31M +$2.08M +41,795 +111%
TC
24
Truvestments Capital
Florida
$3.24M +$1.83M +36,786 +89%
CFMC
25
Curbstone Financial Management Corp
New Hampshire
$3.05M – – –
1
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HY Hedge Fund Activity: Q1 2025 in Review

179 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q1 2025, worth a combined $356M — down 18% from $436M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of HY and 20 opened new positions — a net loss of 2 holders — while 52 trimmed existing stakes and 72 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $3.9M. The largest seller was Foundry Partners, exiting entirely with an estimated $3.98M sold.

  • 179 institutional investors held Hyster-Yale Materials Handling (HY) as of Q1 2025, down from 181 in Q4 2024.
  • Funds reported $356M of Hyster-Yale Materials Handling stock for Q1 2025, down 18% quarter-over-quarter.
  • 20 funds opened new Hyster-Yale Materials Handling positions in Q1 2025 and 22 closed out, a net change of -2 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q1 2025 was D.E. Shaw & Co, an estimated $3.9M added.
  • The largest Hyster-Yale Materials Handling seller in Q1 2025 was Foundry Partners, an estimated $3.98M sold.

Based on aggregated 13F filings for Q1 2025.