NACCO Industries
60 hedge funds and large institutions have $75.6M invested in NACCO Industries in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 14 closing their positions.
3.13% less ownership
Funds ownership: 52.44% → 49.31% (-3.1%)
18% less funds holding
Funds holding: 73 → 60 (-13)
22% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 23
43% less capital invested
Capital invested by funds: $133M → $75.6M (-$57.7M)
79% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.02M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$713K |
| 3 |
Renaissance Technologies
New York
|
+$267K |
| 4 |
BlackRock
New York
|
+$221K |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$172K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.99M |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$1.29M |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$800K |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$456K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$454K |
NC Hedge Fund Activity: Q1 2020 in Review
60 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q1 2020, worth a combined $75.6M — down 43% from $133M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of NC and 3 opened new positions — a net loss of 11 holders — while 23 trimmed existing stakes and 18 added.
The largest buyer was Vanguard Group, adding an estimated $1.02M. The largest seller was Fidelity Investments, cutting an estimated $1.99M.
- 60 institutional investors held NACCO Industries (NC) as of Q1 2020, down from 73 in Q4 2019.
- Funds reported $75.6M of NACCO Industries stock for Q1 2020, down 43% quarter-over-quarter.
- 3 funds opened new NACCO Industries positions in Q1 2020 and 14 closed out, a net change of -11 holders.
- The largest NACCO Industries buyer in Q1 2020 was Vanguard Group, an estimated $1.02M added.
- The largest NACCO Industries seller in Q1 2020 was Fidelity Investments, an estimated $1.99M sold.
Based on aggregated 13F filings for Q1 2020.