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NACCO Industries
NC

74 hedge funds and large institutions have $110M invested in NACCO Industries in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

2.7% less ownership

Funds ownership: 65.44% → 62.73% (-2.7%)

5% less funds holding

Funds holding: 78 → 74 (-4)

15% less capital invested

Capital invested by funds: $130M → $110M (-$19.6M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
74
Holders Change
-4
Holders Change %
-5.13%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
26
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$2.08M
2
State Street
State Street
Massachusetts
+$1.97M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.85M
4
PAM
Panagora Asset Management
Massachusetts
+$843K
5
CFMC
Curbstone Financial Management Corp
New Hampshire
+$779K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$3.81M
2
IA
IndexIQ Advisors
New York
-$3.33M
3
ZIG
Zuckerman Investment Group
Illinois
-$2.44M
4
OAM
Oxford Asset Management
United Kingdom
-$732K
5
Two Sigma Investments
Two Sigma Investments
New York
-$596K
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$619K +$238K +5,900 +46%
TCIM
27
TIAA CREF Investment Management
New York
$580K +$294K +7,294 +70%
AllianceBernstein
28
AllianceBernstein
Tennessee
$546K +$16.5K +410 +3%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$513K +$630K +15,631 New
SO
30
STRS Ohio
Ohio
$512K – – –
JIC
31
Johnson Investment Counsel
Ohio
$493K -$5.04K -125 -0.8%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$483K – – –
PPA
33
Parametric Portfolio Associates
Washington
$429K -$88.5K -2,198 -14%
LSV Asset Management
34
LSV Asset Management
Illinois
$390K – – –
Invesco
35
Invesco
Georgia
$353K -$3.34K -83 -0.8%
OAM
36
Oxford Asset Management
United Kingdom
$345K -$732K -18,168 -63%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$334K -$180K -4,461 -31%
KS
38
Karpas Strategies
Connecticut
$320K -$4.03K -100 -1%
TA
39
Teachers Advisors
New York
$297K +$60.9K +1,511 +20%
Goldman Sachs
40
Goldman Sachs
New York
$255K -$172K -4,277 -35%
Wells Fargo
41
Wells Fargo
California
$246K +$3.63K +90 +1%
Victory Capital Management
42
Victory Capital Management
Texas
$244K +$299K +7,424 New
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$244K +$299K +7,431 New
ZCM
44
Zebra Capital Management
Connecticut
$240K +$294K +7,291 New
SRAM
45
Stone Ridge Asset Management
New York
$238K – – –
Millennium Management
46
Millennium Management
New York
$232K -$3.81M -94,458 -93%
ZIG
47
Zuckerman Investment Group
Illinois
$218K -$2.44M -60,465 -90%
HFS
48
HL Financial Services
Kentucky
$214K – – –
Deutsche Bank
49
Deutsche Bank
Germany
$203K -$190K -4,720 -43%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$161K – – –
1
2
3 4

NC Hedge Fund Activity: Q1 2018 in Review

74 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q1 2018, worth a combined $110M — down 15% from $130M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NC and 8 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 26 added.

The largest buyer was American Century Companies, adding an estimated $2.08M. The largest seller was Millennium Management, cutting an estimated $3.81M.

  • 74 institutional investors held NACCO Industries (NC) as of Q1 2018, down from 78 in Q4 2017.
  • Funds reported $110M of NACCO Industries stock for Q1 2018, down 15% quarter-over-quarter.
  • 8 funds opened new NACCO Industries positions in Q1 2018 and 11 closed out, a net change of -3 holders.
  • The largest NACCO Industries buyer in Q1 2018 was American Century Companies, an estimated $2.08M added.
  • The largest NACCO Industries seller in Q1 2018 was Millennium Management, an estimated $3.81M sold.

Based on aggregated 13F filings for Q1 2018.