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NACCO Industries
NC

87 hedge funds and large institutions have $304M invested in NACCO Industries in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $258M → $304M (+$46M)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% more funds holding

Funds holding: 86 → 87 (+1)

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5.91% less ownership

Funds ownership: 302.55% → 296.64% (-5.9%)

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
28
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.69M
2
CFMC
Curbstone Financial Management Corp
New Hampshire
+$1.36M
3
OAM
Oxford Asset Management
United Kingdom
+$1.27M
4
Two Sigma Investments
Two Sigma Investments
New York
+$768K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$498K

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$7.29M
2
OCM
Oaktree Capital Management
California
-$3.29M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.71M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$704K
5
AllianceBernstein
AllianceBernstein
Tennessee
-$610K
Name Holding Trade Value Shares
Change 		Change in
Stake
BPM
26
Bowling Portfolio Management
Ohio
$1.44M +$22.7K +1,374 +2%
AllianceBernstein
27
AllianceBernstein
Tennessee
$1.42M -$610K -36,855 -34%
Two Sigma Investments
28
Two Sigma Investments
New York
$1.28M +$768K +46,409 +248%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$1.26M – – –
SIM
30
Spark Investment Management
New York
$1.25M -$288K -17,386 -21%
Prudential Financial
31
Prudential Financial
New Jersey
$1.19M -$188K -11,337 -16%
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$1.15M -$197K -11,901 -17%
UBS Group
33
UBS Group
Switzerland
$1.13M +$121K +7,314 +15%
IA
34
IndexIQ Advisors
New York
$1.06M +$408K +24,647 +83%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$976K – – –
PPA
36
Parametric Portfolio Associates
Washington
$962K -$84.6K -5,117 -9%
TCIM
37
TIAA CREF Investment Management
New York
$932K -$24.6K -1,488 -3%
PAM
38
Panagora Asset Management
Massachusetts
$900K -$268K -16,230 -26%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$877K +$79.6K +4,814 +12%
Invesco
40
Invesco
Georgia
$871K +$24.8K +1,501 +3%
KS
41
Karpas Strategies
Connecticut
$844K – – –
Goldman Sachs
42
Goldman Sachs
New York
$833K +$121K +7,336 +21%
JIC
43
Johnson Investment Counsel
Ohio
$789K – – –
Bessemer Group
44
Bessemer Group
New Jersey
$772K – – –
Geode Capital Management
45
Geode Capital Management
Massachusetts
$721K +$101K +6,093 +4%
TA
46
Teachers Advisors
New York
$647K – – –
NFA
47
Nationwide Fund Advisors
Ohio
$602K -$7.24K -438 -1%
Bank of America
48
Bank of America
North Carolina
$600K +$425K +25,688 +520%
PP
49
Paloma Partners
Connecticut
$579K +$488K +29,532 New
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$564K -$47.6K -2,880 -9%
1
2
3 4

NC Hedge Fund Activity: Q3 2017 in Review

87 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2017, worth a combined $304M — up 18% from $258M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NC positions and 7 closed out — a net gain of 1 holder — while 28 added to existing stakes and 26 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $3.69M. The largest seller was PNC Financial Services Group, cutting an estimated $7.29M.

  • 87 institutional investors held NACCO Industries (NC) as of Q3 2017, up from 86 in Q2 2017.
  • Funds reported $304M of NACCO Industries stock for Q3 2017, up 18% quarter-over-quarter.
  • 8 funds opened new NACCO Industries positions in Q3 2017 and 7 closed out, a net change of +1 holder.
  • The largest NACCO Industries buyer in Q3 2017 was Fidelity Investments, an estimated $3.69M added.
  • The largest NACCO Industries seller in Q3 2017 was PNC Financial Services Group, an estimated $7.29M sold.

Based on aggregated 13F filings for Q3 2017.