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NACCO Industries
NC

75 hedge funds and large institutions have $113M invested in NACCO Industries in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

1% more funds holding

Funds holding: 74 → 75 (+1)

2% more capital invested

Capital invested by funds: $110M → $113M (+$2.66M)

0.32% less ownership

Funds ownership: 62.73% → 62.41% (-0.32%)

4% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 25

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$1.4M
2
BPM
Bowling Portfolio Management
Ohio
+$890K
3
PAM
Panagora Asset Management
Massachusetts
+$754K
4
Invesco
Invesco
Georgia
+$577K
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$431K

Top Sellers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.29M
2
Morgan Stanley
Morgan Stanley
New York
-$878K
3
JIR
James Investment Research
Ohio
-$723K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$513K
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$483K
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$612K -$25.3K -700 -4%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$567K +$431K +11,897 +243%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$547K -$119K -3,300 -17%
JIC
29
Johnson Investment Counsel
Ohio
$506K – – –
PPA
30
Parametric Portfolio Associates
Washington
$495K +$58.8K +1,625 +12%
OAM
31
Oxford Asset Management
United Kingdom
$480K +$130K +3,587 +34%
AQR Capital Management
32
AQR Capital Management
Connecticut
$476K -$291K -8,042 -36%
Two Sigma Investments
33
Two Sigma Investments
New York
$407K -$327K -9,035 -43%
LSV Asset Management
34
LSV Asset Management
Illinois
$401K – – –
AllianceBernstein
35
AllianceBernstein
Tennessee
$399K -$173K -4,784 -29%
Deutsche Bank
36
Deutsche Bank
Germany
$372K +$171K +4,715 +75%
Millennium Management
37
Millennium Management
New York
$345K +$114K +3,151 +45%
KS
38
Karpas Strategies
Connecticut
$319K -$10.9K -300 -3%
TCIM
39
TIAA CREF Investment Management
New York
$300K -$318K -8,784 -50%
BFM
40
Boothbay Fund Management
New York
$295K +$316K +8,740 New
Victory Capital Management
41
Victory Capital Management
Texas
$256K +$5.32K +147 +2%
TA
42
Teachers Advisors
New York
$254K -$54.7K -1,511 -17%
Wells Fargo
43
Wells Fargo
California
$251K -$2.5K -69 -0.9%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$251K – – –
SRAM
45
Stone Ridge Asset Management
New York
$245K – – –
ZIG
46
Zuckerman Investment Group
Illinois
$224K – – –
HFS
47
HL Financial Services
Kentucky
$220K – – –
HIMCH
48
Hartford Investment Management Co (HIMCO)
Connecticut
$220K +$236K +6,520 New
SIM
49
Spark Investment Management
New York
$209K +$224K +6,200 New
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$207K -$146K -4,026 -40%
1
2
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NC Hedge Fund Activity: Q2 2018 in Review

75 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2018, worth a combined $113M — up 2.4% from $110M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NC positions and 6 closed out — a net gain of 1 holder — while 24 added to existing stakes and 25 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $1.4M. The largest seller was Acadian Asset Management, cutting an estimated $1.29M.

  • 75 institutional investors held NACCO Industries (NC) as of Q2 2018, up from 74 in Q1 2018.
  • Funds reported $113M of NACCO Industries stock for Q2 2018, up 2.4% quarter-over-quarter.
  • 7 funds opened new NACCO Industries positions in Q2 2018 and 6 closed out, a net change of +1 holder.
  • The largest NACCO Industries buyer in Q2 2018 was Renaissance Technologies, an estimated $1.4M added.
  • The largest NACCO Industries seller in Q2 2018 was Acadian Asset Management, an estimated $1.29M sold.

Based on aggregated 13F filings for Q2 2018.