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NACCO Industries
NC

97 hedge funds and large institutions have $200M invested in NACCO Industries in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

19% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 27

11% more funds holding

Funds holding: 87 → 97 (+10)

5.54% more ownership

Funds ownership: 288.99% → 294.53% (+5.5%)

0% more capital invested

Capital invested by funds: $199M → $200M (+$871K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
97
Holders Change
+10
Holders Change %
+11.49%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
32
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$3.86M
2
JIR
James Investment Research
Ohio
+$1.37M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.14M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$1.04M
5
MAM
Martingale Asset Management
Massachusetts
+$982K

Top Sellers

Rank Fund Capital Flow
1
ZIG
Zuckerman Investment Group
Illinois
-$3.43M
2
HRCM
Hawk Ridge Capital Management
California
-$2.41M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.54M
4
TC
TFS Capital
Pennsylvania
-$1.36M
5
Artisan Partners
Artisan Partners
Wisconsin
-$742K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$1.19M +$50.3K +3,904 +4%
Morgan Stanley
27
Morgan Stanley
New York
$1.17M +$225K +17,411 +24%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$1.13M +$1.14M +88,162 New
Prudential Financial
29
Prudential Financial
New Jersey
$1.04M +$265K +20,572 +34%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$990K -$45.2K -3,502 -4%
MAM
31
Martingale Asset Management
Massachusetts
$975K +$982K +76,169 New
BIM
32
BlackRock Investment Management
Delaware
$924K +$33.6K +2,608 +4%
Invesco
33
Invesco
Georgia
$866K +$8.87K +688 +1%
SIM
34
Spark Investment Management
New York
$828K +$525K +40,706 +169%
AllianceBernstein
35
AllianceBernstein
Tennessee
$813K +$406K +31,470 +98%
Millennium Management
36
Millennium Management
New York
$777K -$608K -47,123 -44%
Two Sigma Investments
37
Two Sigma Investments
New York
$705K -$147K -11,437 -17%
TCIM
38
TIAA CREF Investment Management
New York
$701K -$16.5K -1,278 -2%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$639K +$73.4K +5,690 +13%
BIM
40
Bogle Investment Management
Massachusetts
$637K -$185K -14,361 -22%
JIC
41
Johnson Investment Counsel
Ohio
$598K – – –
KS
42
Karpas Strategies
Connecticut
$551K – – –
CPS
43
Counsel Portfolio Services
Ontario, Canada
$544K +$548K +42,483 New
SO
44
STRS Ohio
Ohio
$537K +$39.5K +3,064 +8%
GCP
45
GSA Capital Partners
United Kingdom
$514K +$518K +40,185 New
UBS Group
46
UBS Group
Switzerland
$458K -$16.6K -1,291 -3%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$456K -$41K -3,182 -8%
AG
48
Algert Global
California
$441K +$89.3K +6,925 +25%
EA
49
Emerald Acquisition
Washington
$441K +$444K +34,456 New
NFA
50
Nationwide Fund Advisors
Ohio
$389K -$11.3K -876 -3%
1
2
3 4 5

NC Hedge Fund Activity: Q2 2016 in Review

97 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2016, worth a combined $200M — up 0.44% from $199M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NC positions and 7 closed out — a net gain of 10 holders — while 32 added to existing stakes and 27 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $3.86M. The largest seller was Zuckerman Investment Group, cutting an estimated $3.43M.

  • 97 institutional investors held NACCO Industries (NC) as of Q2 2016, up from 87 in Q1 2016.
  • Funds reported $200M of NACCO Industries stock for Q2 2016, up 0.44% quarter-over-quarter.
  • 17 funds opened new NACCO Industries positions in Q2 2016 and 7 closed out, a net change of +10 holders.
  • The largest NACCO Industries buyer in Q2 2016 was Acadian Asset Management, an estimated $3.86M added.
  • The largest NACCO Industries seller in Q2 2016 was Zuckerman Investment Group, an estimated $3.43M sold.

Based on aggregated 13F filings for Q2 2016.