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NACCO Industries
NC

73 hedge funds and large institutions have $133M invested in NACCO Industries in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

0.19% less ownership

Funds ownership: 52.62% → 52.44% (-0.19%)

5% less funds holding

Funds holding: 77 → 73 (-4)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

27% less capital invested

Capital invested by funds: $182M → $133M (-$48.9M)

Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$1.41M
2
PAM
Panagora Asset Management
Massachusetts
+$773K
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$622K
4
Goldman Sachs
Goldman Sachs
New York
+$511K
5
NA
Navellier & Associates
Nevada
+$349K

Top Sellers

Rank Fund Capital Flow
1
MSL
Mackay Shields LLC
New York
-$1.11M
2
N
Nuveen
North Carolina
-$811K
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$569K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$555K
5
OAM
Oxford Asset Management
United Kingdom
-$497K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$451K +$511K +9,633 New
Morgan Stanley
27
Morgan Stanley
New York
$444K +$214K +4,040 +74%
Bessemer Group
28
Bessemer Group
New Jersey
$436K – – –
KS
29
Karpas Strategies
Connecticut
$433K – – –
N
30
Nuveen
North Carolina
$428K -$811K -15,271 -63%
AIM
31
Alambic Investment Management
California
$352K -$90.2K -1,700 -18%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$340K +$24.9K +469 +7%
SRAM
33
Stone Ridge Asset Management
New York
$316K – – –
ZIG
34
Zuckerman Investment Group
Illinois
$311K – – –
NA
35
Navellier & Associates
Nevada
$308K +$349K +6,571 New
Baird Financial Group
36
Baird Financial Group
Wisconsin
$305K – – –
JP Morgan Chase
37
JP Morgan Chase
New York
$296K -$98.6K -1,858 -23%
Swiss National Bank
38
Swiss National Bank
Switzerland
$290K +$329K +6,200 New
Two Sigma Advisers
39
Two Sigma Advisers
New York
$232K -$90.1K -1,697 -26%
AA
40
Ancora Advisors
Ohio
$231K -$6.79K -128 -3%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$229K – – –
ZCM
42
Zebra Capital Management
Connecticut
$219K +$79.9K +1,506 +47%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$206K -$555K -10,456 -70%
Connor, Clark & Lunn Investment Management (CC&L)
44
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$201K -$26.5K -500 -10%
Bank of America
45
Bank of America
North Carolina
$186K +$30.4K +573 +17%
Barclays
46
Barclays
United Kingdom
$176K +$100K +1,889 +101%
Deutsche Bank
47
Deutsche Bank
Germany
$147K -$174K -3,275 -51%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$143K +$28.2K +531 +21%
WC
49
Winmill & Co
New York
$140K – – –
AIG
50
American International Group
New York
$108K -$956 -18 -0.8%
1
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NC Hedge Fund Activity: Q4 2019 in Review

73 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2019, worth a combined $133M — down 27% from $182M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of NC and 9 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 23 added.

The largest buyer was Renaissance Technologies, adding an estimated $1.41M. The largest seller was Mackay Shields LLC, exiting entirely with an estimated $1.11M sold.

  • 73 institutional investors held NACCO Industries (NC) as of Q4 2019, down from 77 in Q3 2019.
  • Funds reported $133M of NACCO Industries stock for Q4 2019, down 27% quarter-over-quarter.
  • 9 funds opened new NACCO Industries positions in Q4 2019 and 12 closed out, a net change of -3 holders.
  • The largest NACCO Industries buyer in Q4 2019 was Renaissance Technologies, an estimated $1.41M added.
  • The largest NACCO Industries seller in Q4 2019 was Mackay Shields LLC, an estimated $1.11M sold.

Based on aggregated 13F filings for Q4 2019.