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NACCO Industries
NC

77 hedge funds and large institutions have $182M invested in NACCO Industries in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

27% more capital invested

Capital invested by funds: $144M → $182M (+$38.6M)

5% more funds holding

Funds holding: 73 → 77 (+4)

1.59% more ownership

Funds ownership: 51.03% → 52.62% (+1.6%)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$7.95M
2
Renaissance Technologies
Renaissance Technologies
New York
+$1.05M
3
MAM
Martingale Asset Management
Massachusetts
+$852K
4
Bessemer Group
Bessemer Group
New Jersey
+$486K
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$368K

Top Sellers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
-$5.45M
2
Deutsche Bank
Deutsche Bank
Germany
-$647K
3
BFM
Boothbay Fund Management
New York
-$642K
4
ZIM
ZPR Investment Management
Florida
-$624K
5
JP Morgan Chase
JP Morgan Chase
New York
-$310K
Name Holding Trade Value Shares
Change 		Change in
Stake
SO
26
STRS Ohio
Ohio
$645K -$62.7K -1,200 -11%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$611K +$101K +1,926 +25%
Bessemer Group
28
Bessemer Group
New Jersey
$594K +$486K +9,300 New
KS
29
Karpas Strategies
Connecticut
$591K – – –
AIM
30
Alambic Investment Management
California
$588K +$247K +4,726 +105%
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$569K -$183K -3,504 -28%
JP Morgan Chase
32
JP Morgan Chase
New York
$522K -$310K -5,930 -42%
OAM
33
Oxford Asset Management
United Kingdom
$497K -$85.3K -1,633 -17%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$451K +$368K +7,052 New
Wellington Management Group
35
Wellington Management Group
Massachusetts
$445K +$364K +6,969 New
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$435K +$32.1K +614 +10%
SRAM
37
Stone Ridge Asset Management
New York
$431K – – –
ZIG
38
Zuckerman Investment Group
Illinois
$425K -$15.1K -290 -4%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$424K -$73.1K -1,400 -17%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$416K – – –
Deutsche Bank
41
Deutsche Bank
Germany
$410K -$647K -12,386 -66%
Millennium Management
42
Millennium Management
New York
$395K -$24.1K -462 -7%
PGCM
43
Prescott Group Capital Management
Oklahoma
$362K – – –
Morgan Stanley
44
Morgan Stanley
New York
$348K +$13K +249 +5%
AA
45
Ancora Advisors
Ohio
$324K – – –
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$313K – – –
Connor, Clark & Lunn Investment Management (CC&L)
47
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$307K -$20.9K -400 -8%
AllianceBernstein
48
AllianceBernstein
Tennessee
$294K +$31.3K +600 +15%
ZIM
49
ZPR Investment Management
Florida
$274K -$624K -11,955 -74%
Citadel Advisors
50
Citadel Advisors
Florida
$265K +$216K +4,139 New
1
2
3 4

NC Hedge Fund Activity: Q3 2019 in Review

77 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2019, worth a combined $182M — up 27% from $144M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NC positions and 6 closed out — a net gain of 4 holders — while 22 added to existing stakes and 26 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $7.95M. The largest seller was American Century Companies, exiting entirely with an estimated $5.45M sold.

  • 77 institutional investors held NACCO Industries (NC) as of Q3 2019, up from 73 in Q2 2019.
  • Funds reported $182M of NACCO Industries stock for Q3 2019, up 27% quarter-over-quarter.
  • 10 funds opened new NACCO Industries positions in Q3 2019 and 6 closed out, a net change of +4 holders.
  • The largest NACCO Industries buyer in Q3 2019 was Fidelity Investments, an estimated $7.95M added.
  • The largest NACCO Industries seller in Q3 2019 was American Century Companies, an estimated $5.45M sold.

Based on aggregated 13F filings for Q3 2019.