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NACCO Industries
NC

82 hedge funds and large institutions have $185M invested in NACCO Industries in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.59% less ownership

Funds ownership: 272.58% → 268.99% (-3.6%)

6% less capital invested

Capital invested by funds: $196M → $185M (-$11.3M)

9% less funds holding

Funds holding: 90 → 82 (-8)

44% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 36

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11

Holders
82
Holders Change
-8
Holders Change %
-8.89%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
20
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Artisan Partners
Artisan Partners
Wisconsin
+$5.47M
2
ZIG
Zuckerman Investment Group
Illinois
+$3.35M
3
Northern Trust
Northern Trust
Illinois
+$1.55M
4
AIM
Allen Investment Management
New York
+$338K
5
Nomura Holdings
Nomura Holdings
Japan
+$281K

Top Sellers

Rank Fund Capital Flow
1
MCP
Moab Capital Partners
New York
-$3.8M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.98M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$1.79M
4
Norges Bank
Norges Bank
Norway
-$1.48M
5
Prudential Financial
Prudential Financial
New Jersey
-$955K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$1.02M – – –
AQR Capital Management
27
AQR Capital Management
Connecticut
$1.02M -$931K -78,479 -47%
Invesco
28
Invesco
Georgia
$948K -$23.5K -1,983 -2%
Charles Schwab
29
Charles Schwab
California
$816K +$19.6K +1,650 +2%
BIM
30
BlackRock Investment Management
Delaware
$806K +$14.1K +1,186 +2%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$715K -$98.6K -8,316 -12%
CFMC
32
Curbstone Financial Management Corp
New Hampshire
$663K – – –
SO
33
STRS Ohio
Ohio
$627K -$31.1K -2,626 -5%
KS
34
Karpas Strategies
Connecticut
$489K – – –
JIC
35
Johnson Investment Counsel
Ohio
$472K – – –
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$446K +$2.64K +223 +0.6%
Citigroup
37
Citigroup
New York
$441K +$199K +16,777 +76%
U
38
UBS
Switzerland
$413K -$50.9K -4,294 -11%
CFA
39
Camarda Financial Advisors
Florida
$388K +$57.7K +4,867 +17%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$352K – – –
TA
41
Teachers Advisors
New York
$340K – – –
Morgan Stanley
42
Morgan Stanley
New York
$331K -$312K -26,297 -47%
AIM
43
Allen Investment Management
New York
$324K +$338K +28,477 New
SIM
44
Spark Investment Management
New York
$323K -$98.6K -8,316 -23%
Jacobs Levy Equity Management
45
Jacobs Levy Equity Management
New Jersey
$308K -$5.71K -482 -2%
NFA
46
Nationwide Fund Advisors
Ohio
$284K +$984 +83 +0.3%
RFC
47
Russell Frank Company
Washington
$283K -$555K -46,834 -65%
Nomura Holdings
48
Nomura Holdings
Japan
$273K +$281K +23,688 New
Two Sigma Investments
49
Two Sigma Investments
New York
$269K +$18.1K +1,523 +7%
CL
50
CSS LLC
Illinois
$261K – – –
1
2
3 4

NC Hedge Fund Activity: Q3 2014 in Review

82 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2014, worth a combined $185M — down 5.8% from $196M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NC and 3 opened new positions — a net loss of 8 holders — while 36 trimmed existing stakes and 20 added.

The largest buyer was Artisan Partners, adding an estimated $5.47M. The largest seller was Moab Capital Partners, exiting entirely with an estimated $3.8M sold.

  • 82 institutional investors held NACCO Industries (NC) as of Q3 2014, down from 90 in Q2 2014.
  • Funds reported $185M of NACCO Industries stock for Q3 2014, down 5.8% quarter-over-quarter.
  • 3 funds opened new NACCO Industries positions in Q3 2014 and 11 closed out, a net change of -8 holders.
  • The largest NACCO Industries buyer in Q3 2014 was Artisan Partners, an estimated $5.47M added.
  • The largest NACCO Industries seller in Q3 2014 was Moab Capital Partners, an estimated $3.8M sold.

Based on aggregated 13F filings for Q3 2014.