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NACCO Industries
NC

72 hedge funds and large institutions have $105M invested in NACCO Industries in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

6% more funds holding

Funds holding: 68 → 72 (+4)

3% less capital invested

Capital invested by funds: $108M → $105M (-$3.19M)

8.75% less ownership

Funds ownership: 59.49% → 50.74% (-8.8%)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$1.24M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.07M
3
Deutsche Bank
Deutsche Bank
Germany
+$512K
4
ZIM
ZPR Investment Management
Florida
+$438K
5
LSV Asset Management
LSV Asset Management
Illinois
+$378K

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$15.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$2.05M
3
State Street
State Street
Massachusetts
-$724K
4
UBS Group
UBS Group
Switzerland
-$699K
5
JP Morgan Chase
JP Morgan Chase
New York
-$677K
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
26
TAP Consulting
Missouri
$523K +$500K +13,688 New
UBS Group
27
UBS Group
Switzerland
$468K -$699K -19,152 -61%
PPA
28
Parametric Portfolio Associates
Washington
$458K -$24.7K -677 -5%
ZIM
29
ZPR Investment Management
Florida
$458K +$438K +11,987 New
KS
30
Karpas Strategies
Connecticut
$361K – – –
BFM
31
Boothbay Fund Management
New York
$358K +$22.9K +627 +7%
Millennium Management
32
Millennium Management
New York
$352K +$336K +9,200 New
Wells Fargo
33
Wells Fargo
California
$319K +$21.4K +587 +8%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$315K -$32.9K -900 -10%
Morgan Stanley
35
Morgan Stanley
New York
$309K -$10.3K -283 -3%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$288K +$3.65K +100 +1%
TA
37
Teachers Advisors
New York
$285K – – –
TCIM
38
TIAA CREF Investment Management
New York
$269K +$5.41K +148 +2%
SRAM
39
Stone Ridge Asset Management
New York
$258K – – –
ZIG
40
Zuckerman Investment Group
Illinois
$253K – – –
HFS
41
HL Financial Services
Kentucky
$249K – – –
CS
42
Credit Suisse
Switzerland
$231K +$222K +6,070 New
AA
43
Ancora Advisors
Ohio
$230K -$1.83K -50 -0.8%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$230K -$1.83K -50 -0.8%
Connor, Clark & Lunn Investment Management (CC&L)
45
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$206K -$29.2K -800 -13%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$187K – – –
Marshall Wace
47
Marshall Wace
United Kingdom
$178K +$135K +3,693 +386%
Bank of America
48
Bank of America
North Carolina
$120K -$19.5K -534 -15%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$112K – – –
AIG
50
American International Group
New York
$92K -$2.81K -77 -3%
1
2
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NC Hedge Fund Activity: Q1 2019 in Review

72 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q1 2019, worth a combined $105M — down 2.9% from $108M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NC positions and 5 closed out — a net gain of 4 holders — while 20 added to existing stakes and 25 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $1.24M. The largest seller was PNC Financial Services Group, cutting an estimated $15.3M.

  • 72 institutional investors held NACCO Industries (NC) as of Q1 2019, up from 68 in Q4 2018.
  • Funds reported $105M of NACCO Industries stock for Q1 2019, down 2.9% quarter-over-quarter.
  • 9 funds opened new NACCO Industries positions in Q1 2019 and 5 closed out, a net change of +4 holders.
  • The largest NACCO Industries buyer in Q1 2019 was Renaissance Technologies, an estimated $1.24M added.
  • The largest NACCO Industries seller in Q1 2019 was PNC Financial Services Group, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2019.