Hyster-Yale Inc (HY) Hedge Fund Ownership (Q2 2026)

Hyster-Yale Inc (HY)

149 + Investors. Track Smart Money conviction in HY. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — HY

Based on 152 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added HY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

📊

High ownership — 84% of 3.0Y peak

84% of all-time peak

152 funds currently hold this stock — 84% of the 3.0-year high of 182 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q

7 fewer hedge funds hold HY compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟡

Slight buying edge — 59% buying

90 buying62 selling

Last quarter: 90 funds bought or added vs 62 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~26 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 17 → 17 → 24 → 26. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 14% medium ■ 18% new

103 out of 152 hedge funds have held HY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

14 → 17 → 17 → 24 → 26 new funds/Q

New funds entering each quarter: 17 → 17 → 24 → 26. A growing number of institutions are discovering HY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 71% veterans vs 18% newcomers

■ 71% veterans ■ 11% 1-2yr ■ 18% new

Entry-cohort mix of 152 holders: 108 (71%) are 2+ year veterans, 16 entered 1–2 years ago, and 28 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds

45 of 151 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in HY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

2.6

out of 10

Low Exit Risk

Exit risk score 2.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	149	147	1.36%
13F Shares	9M	8M	2.7%
Total Value	$296M	$268M	10.47%
New Positions	25	24	+1
Increased Positions	62	57	+5
Closed Positions	22	17	+5
Reduced Positions	41	43	-2
Total Calls	1	2	-50.0%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

149

147

1.36%

13F Shares

2.7%

Total Value

$296M

$268M

10.47%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-2

Total Calls

-50.0%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

149 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HY. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 HY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Valueworks LLC	2.91%	397,633	$13.9M
2	Olympiad Research LP	0.51%	7,012	$246K
3	Cooper/Haims Advisors, LLC	0.39%	25,611	$898K
4	Manatuck Hill Partners, LLC	0.35%	30,000	$1.1M
5	Mcdonald Partners LLC	0.33%	38,406	$1.3M
6	Parvin Asset Management, LLC	0.25%	9,095	$319K
7	Gamco Investors, INC. Et Al	0.25%	788,021	$27.6M
8	Deprince Race & Zollo Inc	0.24%	413,935	$14.5M
9	Isthmus Partners, LLC	0.21%	63,197	$2.2M
10	Pacific Ridge Capital Partners, LLC	0.20%	31,218	$1.1M
11	Truvestments Capital LLC	0.15%	29,049	$1.0M
12	Steinberganna Wealth Management	0.09%	6,245	$219K
13	Dynamic Technology Lab Private Ltd	0.07%	8,316	$292K
14	Bridgeway Capital Management, LLC	0.06%	103,753	$3.6M
15	Dumont & Blake Investment Advisors LLC	0.05%	5,942	$208K
16	Inspire Investing, LLC	0.03%	19,641	$689K
17	Shufro Rose & Co LLC	0.03%	13,000	$456K
18	Prelude Capital Management, LLC	0.02%	9,585	$336K
19	Kohmann Bosshard Financial Services, LLC	0.02%	7,346	$258K
20	Jacobs Levy Equity Management, Inc	0.02%	162,280	$5.7M
21	State of Wyoming	0.02%	5,765	$202K
22	OP Asset Management Ltd	0.02%	54,472	$1.9M
23	Lanark Financial, INC.	0.02%	8,405	$295K
24	Susquehanna Fundamental Investments, LLC	0.01%	21,800	$764K
25	Empowered Funds, LLC	0.01%	75,753	$2.7M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Hyster-Yale Inc (HY)

What does the Smart Money Trend signal show for HY?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added HY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HY?

Slight buying edge — 59% buying: Last quarter: 90 funds bought or added vs 62 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HY holders?

Elite ownership — 52% AUM from top-100 funds: 45 of 151 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in HY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HY?

68% of holders stayed for 2+ years: 103 out of 152 hedge funds have held HY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Hyster-Yale Inc (HY)

Smart Money Signals — HY

Buying streak — 2 quarters in a row

High ownership — 84% of 3.0Y peak

Outflows — 4% fewer funds vs a year ago

Slight buying edge — 59% buying

Steady new buyers — ~26 new funds per quarter

68% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 71% veterans vs 18% newcomers

Elite ownership — 52% AUM from top-100 funds

Institutional Sentiment Summary — HY

Hedge Fund Ownership: HY

Market Analysis: HY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HY

Hedge Fund Positioning: HY

Statistics: HY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Hyster-Yale Inc (HY)

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