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NACCO Industries
NC

78 hedge funds and large institutions have $130M invested in NACCO Industries in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 1 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less funds holding

Funds holding: 87 → 78 (-9)

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

57% less capital invested

Capital invested by funds: $304M → $130M (-$173M)

98% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 64

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

231.2% less ownership

Funds ownership: 296.64% → 65.44% (-231%)

Holders
78
Holders Change
-9
Holders Change %
-10.34%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
1
Reduced
64
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$4.08M
2
American Century Companies
American Century Companies
Missouri
+$1.8M
3
IA
IndexIQ Advisors
New York
+$1.37M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$958K
5
GCP
GSA Capital Partners
United Kingdom
+$290K

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$73.4M
2
ZIG
Zuckerman Investment Group
Illinois
-$62.8M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$60.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$46.3M
5
BlackRock
BlackRock
New York
-$38.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFMC
26
Curbstone Financial Management Corp
New Hampshire
$728K -$5.74M -142,946 -88%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$659K -$1.09M -27,199 -61%
AllianceBernstein
28
AllianceBernstein
Tennessee
$610K -$2.25M -56,054 -78%
SO
29
STRS Ohio
Ohio
$587K -$780K -19,416 -55%
PPA
30
Parametric Portfolio Associates
Washington
$574K -$1.36M -33,823 -69%
JIC
31
Johnson Investment Counsel
Ohio
$569K -$1.01M -25,120 -62%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$564K -$1.99M -49,622 -77%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$550K -$1.41M -35,165 -71%
Prudential Financial
34
Prudential Financial
New Jersey
$487K -$1.92M -47,651 -79%
UBS Group
35
UBS Group
Switzerland
$463K -$1.81M -45,112 -79%
SIM
36
Spark Investment Management
New York
$455K -$2.07M -51,489 -81%
Goldman Sachs
37
Goldman Sachs
New York
$454K -$1.22M -30,397 -72%
LSV Asset Management
38
LSV Asset Management
Illinois
$447K -$3.52M -87,493 -88%
Deutsche Bank
39
Deutsche Bank
Germany
$413K -$3.33M -82,824 -88%
Invesco
40
Invesco
Georgia
$408K -$1.35M -33,614 -76%
TCIM
41
TIAA CREF Investment Management
New York
$390K -$1.49M -37,170 -78%
KS
42
Karpas Strategies
Connecticut
$370K -$1.34M -33,230 -77%
AQR Capital Management
43
AQR Capital Management
Connecticut
$315K -$9.4M -233,784 -97%
TA
44
Teachers Advisors
New York
$284K -$1.02M -25,463 -77%
Wells Fargo
45
Wells Fargo
California
$278K -$549K -13,659 -65%
SRAM
46
Stone Ridge Asset Management
New York
$273K +$291K +7,247 New
GCP
47
GSA Capital Partners
United Kingdom
$272K +$290K +7,213 New
TI
48
Trexquant Investment
Connecticut
$265K +$283K +7,034 New
JG
49
Jefferies Group
New York
$261K +$279K +6,937 New
HFS
50
HL Financial Services
Kentucky
$245K -$883K -21,971 -77%
1
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NC Hedge Fund Activity: Q4 2017 in Review

78 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2017, worth a combined $130M — down 57% from $304M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of NC and 13 opened new positions — a net loss of 9 holders — while 64 trimmed existing stakes and 1 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $4.08M. The largest seller was PNC Financial Services Group, cutting an estimated $73.4M.

  • 78 institutional investors held NACCO Industries (NC) as of Q4 2017, down from 87 in Q3 2017.
  • Funds reported $130M of NACCO Industries stock for Q4 2017, down 57% quarter-over-quarter.
  • 13 funds opened new NACCO Industries positions in Q4 2017 and 22 closed out, a net change of -9 holders.
  • The largest NACCO Industries buyer in Q4 2017 was Millennium Management, an estimated $4.08M added.
  • The largest NACCO Industries seller in Q4 2017 was PNC Financial Services Group, an estimated $73.4M sold.

Based on aggregated 13F filings for Q4 2017.