We are live on ! Find out more
NC icon

NACCO Industries
NC

96 hedge funds and large institutions have $250M invested in NACCO Industries in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $229M → $250M (+$20.8M)

7% more funds holding

Funds holding: 90 → 96 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.52% less ownership

Funds ownership: 281.58% → 278.06% (-3.5%)

45% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 42

Holders
96
Holders Change
+6
Holders Change %
+6.67%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
23
Reduced
42
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WC
Walthausen & Co
New York
+$3.45M
2
Bessemer Group
Bessemer Group
New Jersey
+$1.98M
3
MLIM
Mountain Lake Investment Management
Florida
+$1.51M
4
ZIG
Zuckerman Investment Group
Illinois
+$1.38M
5
GAM
Gotham Asset Management
New York
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
OSAM
O'Shaughnessy Asset Management
Connecticut
-$2.41M
2
Bank of America
Bank of America
North Carolina
-$1.74M
3
U
UBS
Switzerland
-$1.56M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.53M
5
Morgan Stanley
Morgan Stanley
New York
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.81M -$306K -22,726 -15%
Charles Schwab
27
Charles Schwab
California
$1.73M +$94.8K +7,034 +6%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$1.71M – – –
Morgan Stanley
29
Morgan Stanley
New York
$1.67M -$1.29M -95,484 -45%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$1.65M -$13.9K -1,033 -0.9%
MLIM
31
Mountain Lake Investment Management
Florida
$1.59M +$1.51M +111,657 New
Invesco
32
Invesco
Georgia
$1.43M -$476K -35,327 -26%
TCIM
33
TIAA CREF Investment Management
New York
$1.42M – – –
BCM
34
Bridgeway Capital Management
Texas
$1.28M – – –
AA
35
Ancora Advisors
Ohio
$1.17M +$285K +21,102 +35%
GAM
36
Gotham Asset Management
New York
$1.08M +$1.03M +76,120 New
RFC
37
Russell Frank Company
Washington
$1.03M -$131K -9,686 -11%
BIM
38
BlackRock Investment Management
Delaware
$991K -$91.6K -6,793 -9%
KAM
39
Keeley Asset Management
Illinois
$867K +$823K +61,029 New
PAM
40
Panagora Asset Management
Massachusetts
$855K -$917K -67,987 -53%
CS
41
Credit Suisse
Switzerland
$836K +$27.6K +2,044 +4%
SO
42
STRS Ohio
Ohio
$721K -$201K -14,882 -23%
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$702K -$2.41M -178,617 -78%
GC
44
Globeflex Capital
California
$694K -$39.5K -2,928 -6%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$660K – – –
SIM
46
Spark Investment Management
New York
$590K – – –
JIC
47
Johnson Investment Counsel
Ohio
$569K +$540K +40,076 New
CFA
48
Camarda Financial Advisors
Florida
$550K +$35.2K +2,613 +7%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$529K -$23.6K -1,751 -4%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$473K -$29.5K -2,188 -6%
1
2
3 4 5

NC Hedge Fund Activity: Q4 2013 in Review

96 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2013, worth a combined $250M — up 9.1% from $229M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NC positions and 7 closed out — a net gain of 6 holders — while 23 added to existing stakes and 42 trimmed.

The largest buyer was Walthausen & Co, opening a new position worth an estimated $3.45M. The largest seller was O'Shaughnessy Asset Management, cutting an estimated $2.41M.

  • 96 institutional investors held NACCO Industries (NC) as of Q4 2013, up from 90 in Q3 2013.
  • Funds reported $250M of NACCO Industries stock for Q4 2013, up 9.1% quarter-over-quarter.
  • 13 funds opened new NACCO Industries positions in Q4 2013 and 7 closed out, a net change of +6 holders.
  • The largest NACCO Industries buyer in Q4 2013 was Walthausen & Co, an estimated $3.45M added.
  • The largest NACCO Industries seller in Q4 2013 was O'Shaughnessy Asset Management, an estimated $2.41M sold.

Based on aggregated 13F filings for Q4 2013.