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NACCO Industries
NC

80 hedge funds and large institutions have $208M invested in NACCO Industries in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $185M → $208M (+$23.4M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.87% less ownership

Funds ownership: 268.99% → 268.12% (-0.87%)

2% less funds holding

Funds holding: 82 → 80 (-2)

37% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 30

Holders
80
Holders Change
-2
Holders Change %
-2.44%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
19
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
QI
QS Investors
New York
+$1.25M
2
Two Sigma Investments
Two Sigma Investments
New York
+$647K
3
BFA
BlackRock Fund Advisors
California
+$645K
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$540K
5
CFA
Camarda Financial Advisors
Florida
+$344K

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$3.9M
2
Bessemer Group
Bessemer Group
New Jersey
-$1.89M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.36M
4
Artisan Partners
Artisan Partners
Wisconsin
-$1.24M
5
Goldman Sachs
Goldman Sachs
New York
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$920K +$84.4K +6,565 +10%
CFMC
27
Curbstone Financial Management Corp
New Hampshire
$885K +$88.8K +6,907 +12%
BIM
28
BlackRock Investment Management
Delaware
$871K -$85.5K -6,648 -9%
CFA
29
Camarda Financial Advisors
Florida
$826K +$344K +26,766 +78%
UBS Group
30
UBS Group
Switzerland
$733K +$695K +54,043 New
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$722K -$657K -51,097 -49%
SO
32
STRS Ohio
Ohio
$712K -$33.8K -2,626 -5%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$642K +$327K +25,387 +116%
KS
34
Karpas Strategies
Connecticut
$584K – – –
Wellington Management Group
35
Wellington Management Group
Massachusetts
$570K +$540K +41,989 New
JIC
36
Johnson Investment Counsel
Ohio
$564K – – –
AQR Capital Management
37
AQR Capital Management
Connecticut
$557K -$623K -48,432 -54%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$534K +$2.13K +166 +0.4%
Renaissance Technologies
39
Renaissance Technologies
New York
$499K +$200K +15,582 +74%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$458K +$36.6K +2,845 +9%
TA
41
Teachers Advisors
New York
$406K – – –
SIM
42
Spark Investment Management
New York
$391K +$5.62K +437 +2%
AIM
43
Allen Investment Management
New York
$386K – – –
Deutsche Bank
44
Deutsche Bank
Germany
$361K +$225K +17,486 +187%
RFC
45
Russell Frank Company
Washington
$339K – – –
CCMH
46
Cornerstone Capital Management Holdings
New York
$332K +$107K +8,321 +51%
NFA
47
Nationwide Fund Advisors
Ohio
$319K -$19.3K -1,501 -6%
CL
48
CSS LLC
Illinois
$311K – – –
CS
49
Credit Suisse
Switzerland
$308K +$292K +22,734 New
Swiss National Bank
50
Swiss National Bank
Switzerland
$291K – – –
1
2
3 4

NC Hedge Fund Activity: Q4 2014 in Review

80 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2014, worth a combined $208M — up 13% from $185M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NC positions and 8 closed out — a net gain of 1 holder — while 19 added to existing stakes and 30 trimmed.

The largest buyer was QS Investors, opening a new position worth an estimated $1.25M. The largest seller was Norges Bank, exiting entirely with an estimated $3.9M sold.

  • 80 institutional investors held NACCO Industries (NC) as of Q4 2014, down from 82 in Q3 2014.
  • Funds reported $208M of NACCO Industries stock for Q4 2014, up 13% quarter-over-quarter.
  • 9 funds opened new NACCO Industries positions in Q4 2014 and 8 closed out, a net change of +1 holder.
  • The largest NACCO Industries buyer in Q4 2014 was QS Investors, an estimated $1.25M added.
  • The largest NACCO Industries seller in Q4 2014 was Norges Bank, an estimated $3.9M sold.

Based on aggregated 13F filings for Q4 2014.