Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hyster-Yale Inc (HY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — HY

Based on 145 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 — 80% of 3.0Y peak

80% of all-time peak
145 funds currently hold this stock — 80% 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 — 18% fewer funds vs a year ago

fund count last 6Q
32 fewer hedge funds hold HY compared to a year ago (-18% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 57% buying

81 buying60 selling
Last quarter: 81 funds bought or added vs 60 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.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new HY position: 13 → 17 → 17 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 16% medium ■ 16% new
99 out of 145 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

20 → 13 → 17 → 17 → 23 new funds/Q
New funds entering each quarter: 13 → 17 → 17 → 23. A growing number of institutions are discovering HY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 13% 1-2yr ■ 16% new
Of 146 current holders: 103 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
43 of 145 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.4
out of 10
Low Exit Risk
Exit risk score 2.4/10 — 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.

Institutional Sentiment Summary — HY

In 2026 Q1, 81 hedge funds were net buyers of HY (23 opened a new position, 58 added to an existing one), while 60 reduced or exited (42 trimmed, 18 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 38% of total institutional value in HY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 145.

Hedge Fund Ownership: HY

How many hedge funds hold HY — quarterly history vs. share price
Quarterly hedge fund ownership of HY vs. share price

Market Analysis: HY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HY

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Hyster-Yale Inc (HY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HY has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
HY
+14.9%
XLI
+10.5%

HY outperformed XLI by +4.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
HY
+4.5%
XLI
+4.2%

Since the filing became public, HY outperformed XLI by +0.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: HY
144 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 144 140 2.86%
13F Shares 8M 8M 3.51%
Total Value $268M $242M 10.53%
New Positions 22 17 +5
Increased Positions 57 55 +2
Closed Positions 18 32 -14
Reduced Positions 42 45 -3
Total Calls 2 1 100.0%
Total Puts 0 2 -100.0%
PUT/CALL Ratio 0.0 2.0 Bullish

Statistics: HY

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

144 + 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:
Top 25 HY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Valueworks LLC 3.50% 395,383 $12.9M
2 Curbstone Financial Management Corp 0.67% 107,398 $3.5M
3 Mcdonald Partners LLC 0.34% 44,656 $1.5M
4 Gamco Investors, INC. Et Al 0.26% 811,057 $26.4M
5 Parvin Asset Management, LLC 0.21% 8,870 $288K
6 Isthmus Partners, LLC 0.21% 60,227 $2.0M
7 Pacific Ridge Capital Partners, LLC 0.20% 27,843 $905K
8 Truvestments Capital LLC 0.18% 31,546 $1.0M
9 Deprince Race & Zollo Inc 0.16% 267,479 $8.7M
10 Dumont & Blake Investment Advisors LLC 0.08% 10,033 $326K
11 EntryPoint Capital, LLC 0.07% 7,709 $251K
12 Bridgeway Capital Management, LLC 0.07% 101,025 $3.3M
13 Inspire Investing, LLC 0.04% 15,837 $515K
14 Susquehanna Fundamental Investments, LLC 0.03% 24,440 $795K
15 Shufro Rose & Co LLC 0.03% 13,000 $423K
16 State of Wyoming 0.02% 6,261 $204K
17 Koss-Olinger Consulting, LLC 0.02% 8,749 $284K
18 Jacobs Levy Equity Management, Inc 0.02% 172,993 $5.6M
19 OP Asset Management Ltd 0.02% 56,379 $2.1M
20 Nbc Securities, INC. 0.02% 8,405 $273K
21 Martingale Asset Management L P 0.02% 25,018 $813K
22 Kohmann Bosshard Financial Services, LLC 0.02% 7,346 $239K
23 Prelude Capital Management, LLC 0.02% 6,760 $220K
24 Empowered Funds, LLC 0.02% 73,025 $2.4M
25 XTX Topco Ltd 0.01% 23,194 $754K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 57% buying: Last quarter: 81 funds bought or added vs 60 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?

Strong quality — 38% AUM from major funds: 43 of 145 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held HY?

68% of holders stayed for 2+ years: 99 out of 145 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.

Is it too late to buy Hyster-Yale Inc (HY) following the 2026 Q1 hedge fund 13F filings?

As of today, HY has moved +4.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.2% for the XLI sector ETF — an outperformance of +0.3%. Since the quarter end (March 31, 2026), HY has gained +14.9% vs +10.5% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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