We are live on ! Find out more
NC icon

NACCO Industries
NC

73 hedge funds and large institutions have $144M invested in NACCO Industries in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

37% more capital invested

Capital invested by funds: $105M → $144M (+$38.5M)

1% more funds holding

Funds holding: 72 → 73 (+1)

0.29% more ownership

Funds ownership: 50.74% → 51.03% (+0.29%)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
24
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.62M
2
Renaissance Technologies
Renaissance Technologies
New York
+$1.33M
3
Wells Fargo
Wells Fargo
California
+$957K
4
N
Nuveen
North Carolina
+$855K
5
MSL
Mackay Shields LLC
New York
+$753K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$5.38M
2
State Street
State Street
Massachusetts
-$1.54M
3
KCM
Kennedy Capital Management
Missouri
-$1.01M
4
PPA
Parametric Portfolio Associates
Washington
-$458K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$350K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$699K -$5.38M -115,129 -89%
UBS Group
27
UBS Group
Switzerland
$650K +$13.6K +292 +2%
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$645K -$117K -2,495 -17%
BFM
29
Boothbay Fund Management
New York
$642K +$140K +3,000 +32%
SO
30
STRS Ohio
Ohio
$586K -$182K -3,900 -26%
OAM
31
Oxford Asset Management
United Kingdom
$489K +$440K +9,414 New
KS
32
Karpas Strategies
Connecticut
$480K -$9.34K -200 -2%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$418K -$9.34K -200 -2%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$396K +$4.67K +100 +1%
ZIG
35
Zuckerman Investment Group
Illinois
$360K +$14.7K +315 +5%
SRAM
36
Stone Ridge Asset Management
New York
$350K – – –
Millennium Management
37
Millennium Management
New York
$346K -$119K -2,548 -28%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$338K +$304K +6,506 New
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$321K +$7.71K +165 +3%
PGCM
40
Prescott Group Capital Management
Oklahoma
$294K +$264K +5,663 New
Morgan Stanley
41
Morgan Stanley
New York
$270K -$135K -2,891 -36%
Connor, Clark & Lunn Investment Management (CC&L)
42
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$270K -$9.34K -200 -4%
AA
43
Ancora Advisors
Ohio
$263K -$43.9K -940 -16%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$255K – – –
AIM
45
Alambic Investment Management
California
$233K +$209K +4,480 New
AllianceBernstein
46
AllianceBernstein
Tennessee
$208K +$187K +4,000 New
Bank of America
47
Bank of America
North Carolina
$159K -$3.17K -68 -2%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$131K -$19.1K -409 -14%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$131K +$8.36K +179 +8%
Barclays
50
Barclays
United Kingdom
$128K +$59.8K +1,280 +107%
1
2
3 4

NC Hedge Fund Activity: Q2 2019 in Review

73 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2019, worth a combined $144M — up 37% from $105M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NC positions and 5 closed out — a net gain of 6 holders — while 24 added to existing stakes and 26 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $6.62M. The largest seller was JP Morgan Chase, cutting an estimated $5.38M.

  • 73 institutional investors held NACCO Industries (NC) as of Q2 2019, up from 72 in Q1 2019.
  • Funds reported $144M of NACCO Industries stock for Q2 2019, up 37% quarter-over-quarter.
  • 11 funds opened new NACCO Industries positions in Q2 2019 and 5 closed out, a net change of +6 holders.
  • The largest NACCO Industries buyer in Q2 2019 was Fidelity Investments, an estimated $6.62M added.
  • The largest NACCO Industries seller in Q2 2019 was JP Morgan Chase, an estimated $5.38M sold.

Based on aggregated 13F filings for Q2 2019.