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NACCO Industries
NC

86 hedge funds and large institutions have $258M invested in NACCO Industries in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.03% more ownership

Funds ownership: 298.51% → 302.55% (+4%)

3% more capital invested

Capital invested by funds: $250M → $258M (+$7.23M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 32

5% less funds holding

Funds holding: 91 → 86 (-5)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
86
Holders Change
-5
Holders Change %
-5.49%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
32
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.9M
2
JIR
James Investment Research
Ohio
+$3.25M
3
ZIG
Zuckerman Investment Group
Illinois
+$1.56M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.06M
5
Deutsche Bank
Deutsche Bank
Germany
+$987K

Top Sellers

Rank Fund Capital Flow
1
OCM
Oaktree Capital Management
California
-$3.78M
2
CEP
Chicago Equity Partners
Illinois
-$1.05M
3
Millennium Management
Millennium Management
New York
-$870K
4
HRCM
Hawk Ridge Capital Management
California
-$645K
5
Two Sigma Investments
Two Sigma Investments
New York
-$508K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
26
Spark Investment Management
New York
$1.31M +$168K +10,068 +14%
CFMC
27
Curbstone Financial Management Corp
New Hampshire
$1.29M +$22.5K +1,344 +2%
Deutsche Bank
28
Deutsche Bank
Germany
$1.28M +$987K +59,077 +289%
BPM
29
Bowling Portfolio Management
Ohio
$1.17M +$560K +33,520 +87%
Prudential Financial
30
Prudential Financial
New Jersey
$1.16M -$241K -14,444 -17%
OSAM
31
O'Shaughnessy Asset Management
Connecticut
$1.14M +$9.88K +591 +0.8%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$1.04M -$221K -13,218 -17%
PAM
33
Panagora Asset Management
Massachusetts
$1.01M -$328K -19,622 -24%
PPA
34
Parametric Portfolio Associates
Washington
$877K -$191K -11,441 -17%
UBS Group
35
UBS Group
Switzerland
$811K +$43.7K +2,617 +6%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$806K -$234K -14,006 -22%
TCIM
37
TIAA CREF Investment Management
New York
$794K +$67K +4,010 +9%
KS
38
Karpas Strategies
Connecticut
$697K – – –
Invesco
39
Invesco
Georgia
$695K +$11.9K +714 +2%
JIC
40
Johnson Investment Counsel
Ohio
$651K – – –
Two Sigma Advisers
41
Two Sigma Advisers
New York
$646K +$29.3K +1,751 +5%
Bessemer Group
42
Bessemer Group
New Jersey
$638K -$73.1K -4,377 -10%
SO
43
STRS Ohio
Ohio
$602K – – –
Goldman Sachs
44
Goldman Sachs
New York
$568K -$326K -19,526 -36%
TA
45
Teachers Advisors
New York
$534K +$27.9K +1,668 +5%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$513K -$43.9K -2,626 -8%
NFA
47
Nationwide Fund Advisors
Ohio
$504K +$51.2K +3,064 +11%
Connor, Clark & Lunn Investment Management (CC&L)
48
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$489K +$132K +7,878 +35%
IA
49
IndexIQ Advisors
New York
$481K +$496K +29,702 New
HFS
50
HL Financial Services
Kentucky
$461K – – –
1
2
3 4

NC Hedge Fund Activity: Q2 2017 in Review

86 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2017, worth a combined $258M — up 2.9% from $250M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NC and 5 opened new positions — a net loss of 5 holders — while 32 trimmed existing stakes and 32 added.

The largest buyer was Fidelity Investments, adding an estimated $4.9M. The largest seller was Oaktree Capital Management, cutting an estimated $3.78M.

  • 86 institutional investors held NACCO Industries (NC) as of Q2 2017, down from 91 in Q1 2017.
  • Funds reported $258M of NACCO Industries stock for Q2 2017, up 2.9% quarter-over-quarter.
  • 5 funds opened new NACCO Industries positions in Q2 2017 and 10 closed out, a net change of -5 holders.
  • The largest NACCO Industries buyer in Q2 2017 was Fidelity Investments, an estimated $4.9M added.
  • The largest NACCO Industries seller in Q2 2017 was Oaktree Capital Management, an estimated $3.78M sold.

Based on aggregated 13F filings for Q2 2017.