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NACCO Industries
NC

68 hedge funds and large institutions have $108M invested in NACCO Industries in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $106M → $108M (+$2.16M)

0.77% less ownership

Funds ownership: 60.26% → 59.49% (-0.77%)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

7% less funds holding

Funds holding: 73 → 68 (-5)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
68
Holders Change
-5
Holders Change %
-6.85%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
+$953K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$661K
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$205K
4
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
+$200K
5
AA
Ancora Advisors
Ohio
+$191K

Top Sellers

Rank Fund Capital Flow
1
JIR
James Investment Research
Ohio
-$737K
2
JP Morgan Chase
JP Morgan Chase
New York
-$604K
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$489K
4
Deutsche Bank
Deutsche Bank
Germany
-$422K
5
Millennium Management
Millennium Management
New York
-$360K
Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
26
Johnson Investment Counsel
Ohio
$508K – – –
PPA
27
Parametric Portfolio Associates
Washington
$429K -$2.01K -61 -0.5%
KS
28
Karpas Strategies
Connecticut
$320K – – –
Two Sigma Advisers
29
Two Sigma Advisers
New York
$310K -$65.2K -1,975 -18%
BFM
30
Boothbay Fund Management
New York
$296K – – –
Russell Investments Group
31
Russell Investments Group
United Kingdom
$295K +$140K +4,237 +94%
Morgan Stanley
32
Morgan Stanley
New York
$284K +$58.1K +1,759 +27%
OAM
33
Oxford Asset Management
United Kingdom
$270K -$219K -6,639 -45%
Wells Fargo
34
Wells Fargo
California
$264K +$3.9K +118 +2%
TA
35
Teachers Advisors
New York
$253K – – –
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$252K – – –
TCIM
37
TIAA CREF Investment Management
New York
$234K -$5.81K -176 -2%
SRAM
38
Stone Ridge Asset Management
New York
$229K – – –
ZIG
39
Zuckerman Investment Group
Illinois
$225K – – –
HFS
40
HL Financial Services
Kentucky
$221K – – –
Connor, Clark & Lunn Investment Management (CC&L)
41
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$210K +$205K +6,200 New
HIMCH
42
Hartford Investment Management Co (HIMCO)
Connecticut
$207K – – –
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$206K +$200K +6,070 New
AA
44
Ancora Advisors
Ohio
$205K +$191K +5,790 +2,144%
Deutsche Bank
45
Deutsche Bank
Germany
$195K -$422K -12,774 -69%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$166K – – –
Bank of America
47
Bank of America
North Carolina
$124K +$10.1K +307 +9%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$99K +$96.7K +2,930 New
AIG
49
American International Group
New York
$84K -$594 -18 -0.7%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$82K +$528 +16 +0.7%
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NC Hedge Fund Activity: Q4 2018 in Review

68 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2018, worth a combined $108M — up 2% from $106M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NC and 5 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 20 added.

The largest buyer was LSV Asset Management, adding an estimated $953K. The largest seller was James Investment Research, cutting an estimated $737K.

  • 68 institutional investors held NACCO Industries (NC) as of Q4 2018, down from 73 in Q3 2018.
  • Funds reported $108M of NACCO Industries stock for Q4 2018, up 2% quarter-over-quarter.
  • 5 funds opened new NACCO Industries positions in Q4 2018 and 10 closed out, a net change of -5 holders.
  • The largest NACCO Industries buyer in Q4 2018 was LSV Asset Management, an estimated $953K added.
  • The largest NACCO Industries seller in Q4 2018 was James Investment Research, an estimated $737K sold.

Based on aggregated 13F filings for Q4 2018.