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NACCO Industries
NC

90 hedge funds and large institutions have $229M invested in NACCO Industries in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.46% more ownership

Funds ownership: 280.13% → 281.58% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less capital invested

Capital invested by funds: $248M → $229M (-$19M)

14% less funds holding

Funds holding: 105 → 90 (-15)

16% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 38

76% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 17

Holders
90
Holders Change
-15
Holders Change %
-14.29%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
32
Reduced
38
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCP
Moab Capital Partners
New York
+$3M
2
ZIG
Zuckerman Investment Group
Illinois
+$1.16M
3
JP Morgan Chase
JP Morgan Chase
New York
+$1.03M
4
BFA
BlackRock Fund Advisors
California
+$820K
5
PPA
Parametric Portfolio Associates
Washington
+$454K

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$3.34M
2
PAM
Panagora Asset Management
Massachusetts
-$2.33M
3
Morgan Stanley
Morgan Stanley
New York
-$1.85M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$1.43M
5
Charles Schwab
Charles Schwab
California
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
U
26
UBS
Switzerland
$1.86M -$29.8K -2,241 -2%
NTCOC
27
Northern Trust Company of Connecticut
Connecticut
$1.8M +$7.27K +547 +0.4%
Invesco
28
Invesco
Georgia
$1.72M -$346K -26,083 -16%
Bank of America
29
Bank of America
North Carolina
$1.67M -$858K -64,570 -33%
PAM
30
Panagora Asset Management
Massachusetts
$1.62M -$2.33M -175,251 -58%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$1.52M – – –
Charles Schwab
32
Charles Schwab
California
$1.48M -$1.29M -97,073 -46%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$1.46M +$267K +20,135 +21%
Deutsche Bank
34
Deutsche Bank
Germany
$1.28M +$150K +11,327 +13%
TCIM
35
TIAA CREF Investment Management
New York
$1.26M -$103K -7,734 -7%
BCM
36
Bridgeway Capital Management
Texas
$1.14M -$7.27K -547 -0.6%
RFC
37
Russell Frank Company
Washington
$1.09M +$23.2K +1,746 +2%
QI
38
QS Investors
New York
$997K -$343K -25,824 -25%
BIM
39
BlackRock Investment Management
Delaware
$969K +$3.43K +258 +0.3%
NAM
40
NorthCoast Asset Management
Connecticut
$847K +$112K +8,403 +14%
SO
41
STRS Ohio
Ohio
$831K +$69.8K +5,252 +9%
AA
42
Ancora Advisors
Ohio
$772K +$132K +9,901 +19%
CS
43
Credit Suisse
Switzerland
$720K +$349K +26,266 +86%
GC
44
Globeflex Capital
California
$656K +$1.22K +92 +0.2%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$588K – – –
SIM
46
Spark Investment Management
New York
$526K -$203K -15,319 -27%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$494K +$16.2K +1,217 +3%
CFA
48
Camarda Financial Advisors
Florida
$457K +$149K +11,249 +45%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$449K -$7.97K -600 -2%
AllianceBernstein
50
AllianceBernstein
Tennessee
$430K +$25.2K +1,900 +6%
1
2
3 4 5

NC Hedge Fund Activity: Q3 2013 in Review

90 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2013, worth a combined $229M — down 7.7% from $248M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of NC and 4 opened new positions — a net loss of 13 holders — while 38 trimmed existing stakes and 32 added.

The largest buyer was Moab Capital Partners, adding an estimated $3M. The largest seller was PNC Financial Services Group, cutting an estimated $3.34M.

  • 90 institutional investors held NACCO Industries (NC) as of Q3 2013, down from 105 in Q2 2013.
  • Funds reported $229M of NACCO Industries stock for Q3 2013, down 7.7% quarter-over-quarter.
  • 4 funds opened new NACCO Industries positions in Q3 2013 and 17 closed out, a net change of -13 holders.
  • The largest NACCO Industries buyer in Q3 2013 was Moab Capital Partners, an estimated $3M added.
  • The largest NACCO Industries seller in Q3 2013 was PNC Financial Services Group, an estimated $3.34M sold.

Based on aggregated 13F filings for Q3 2013.