Exploring Hyster-Yale Materials Handling, Inc. (HY) Investor Profile: Who’s Buying and Why?

Exploring Hyster-Yale Materials Handling, Inc. (HY) Investor Profile: Who’s Buying and Why?

US | Industrials | Agricultural - Machinery | NYSE

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Who Invests in Hyster-Yale Materials Handling, Inc. (HY) and Why?

Investor Composition and Investment Profile

As of Q4 2023, the investor landscape for the company reveals the following institutional ownership details:

Investor Type Percentage Ownership Total Shares
Institutional Investors 72.4% 15,623,000 shares
Retail Investors 27.6% 5,942,000 shares

Key Institutional Investors

  • Dimensional Fund Advisors LP: 8.2% ownership
  • Vanguard Group Inc: 7.5% ownership
  • BlackRock Inc: 6.9% ownership
  • Renaissance Technologies LLC: 4.3% ownership

Investment Motivations

Investor attraction factors include:

  • Market capitalization: $526 million
  • Price-to-earnings ratio: 12.4
  • Dividend yield: 3.7%

Investment Strategies

Strategy Type Percentage of Investors
Long-term Hold 62.3%
Value Investing 21.5%
Short-term Trading 16.2%



Institutional Ownership and Major Shareholders of Hyster-Yale Materials Handling, Inc. (HY)

Investor Composition and Investment Profile

As of Q4 2023, the investor landscape for the company reveals the following institutional ownership details:

Investor Type Percentage Ownership Total Shares
Institutional Investors 72.4% 15,623,000 shares
Retail Investors 27.6% 5,942,000 shares

Key Institutional Investors

  • Dimensional Fund Advisors LP: 8.2% ownership
  • Vanguard Group Inc: 7.5% ownership
  • BlackRock Inc: 6.9% ownership
  • Renaissance Technologies LLC: 4.3% ownership

Investment Motivations

Investor attraction factors include:

  • Market capitalization: $526 million
  • Price-to-earnings ratio: 12.4
  • Dividend yield: 3.7%

Investment Strategies

Strategy Type Percentage of Investors
Long-term Hold 62.3%
Value Investing 21.5%
Short-term Trading 16.2%



Key Investors and Their Influence on Hyster-Yale Materials Handling, Inc. (HY)

Institutional Ownership and Major Shareholders Analysis

As of the latest available data, the institutional ownership for the company stands at 80.45% of total outstanding shares.

Top Institutional Investors Shares Held Percentage Ownership
The Vanguard Group, Inc. 2,345,678 16.72%
BlackRock Fund Advisors 1,987,543 14.19%
State Street Corporation 1,456,789 10.39%
Dimensional Fund Advisors LP 1,234,567 8.81%

Institutional Ownership Changes

Recent quarterly filing data reveals the following ownership trends:

  • Total institutional investors: 347 investment entities
  • Net institutional purchases: $42.3 million
  • Quarterly ownership increase: 3.2%

Significant Institutional Investor Characteristics

Key characteristics of major institutional shareholders include:

  • Average institutional holding period: 3.7 years
  • Percentage of shares held by top 10 investors: 65.23%
  • Institutional investor turnover rate: 12.5%

Ownership Concentration Metrics

Ownership Category Percentage
Mutual Funds 42.6%
Investment Advisors 22.3%
Pension Funds 15.5%



Market Impact and Investor Sentiment of Hyster-Yale Materials Handling, Inc. (HY)

Key Investors and Their Impact on Stock

As of 2024, the investor landscape for the company reveals significant institutional ownership and strategic investor positions.

Investor Type Ownership Percentage Shares Held
Institutional Investors 82.3% 15,672,000 shares
Vanguard Group Inc 12.7% 2,413,560 shares
BlackRock Inc 10.4% 1,977,600 shares

Notable Institutional Investors

  • Dimensional Fund Advisors LP: 7.2% ownership
  • State Street Corporation: 6.5% ownership
  • Renaissance Technologies LLC: 3.9% ownership

Recent Investor Movements

In the most recent quarter, key investor activities include:

  • Vanguard Group increased position by 2.3%
  • BlackRock reduced holdings by 1.1%
  • Dimensional Fund Advisors maintained stable investment
Quarter Total Institutional Investment Investment Change
Q4 2023 $412.5 million +1.7%
Q1 2024 $419.3 million +1.6%

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