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NACCO Industries
NC

47 hedge funds and large institutions have $43.7M invested in NACCO Industries in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.15% less ownership

Funds ownership: 47.15% → 44% (-3.2%)

8% less funds holding

Funds holding: 51 → 47 (-4)

27% less capital invested

Capital invested by funds: $59.9M → $43.7M (-$16.1M)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

68% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 25

Holders
47
Holders Change
-4
Holders Change %
-7.84%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ICM
Invenomic Capital Management
Massachusetts
+$340K
2
TRCT
Tower Research Capital (TRC)
New York
+$183K
3
JP Morgan Chase
JP Morgan Chase
New York
+$74.6K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$54.8K
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$43K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$915K
2
PAM
Panagora Asset Management
Massachusetts
-$463K
3
MAM
Martingale Asset Management
Massachusetts
-$380K
4
BCM
Bridgeway Capital Management
Texas
-$364K
5
Renaissance Technologies
Renaissance Technologies
New York
-$295K
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$49K +$3.47K +160 +6%
Bank of America
27
Bank of America
North Carolina
$43K -$7.02K -324 -12%
AIG
28
American International Group
New York
$41K -$1.1K -51 -2%
Barrow, Hanley, Mewhinney & Strauss
29
Barrow, Hanley, Mewhinney & Strauss
Texas
$36K +$43K +1,984 New
Barclays
30
Barclays
United Kingdom
$31K -$7.61K -351 -17%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$31K – – –
DA
32
Denali Advisors
California
$31K +$5.85K +270 +19%
PCM
33
Prelude Capital Management
New York
$15K +$13K +600 +300%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$12.6K +$12.9K +597 +628%
FMII
35
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
Legal & General Group
36
Legal & General Group
United Kingdom
$6K -$3.4K -157 -32%
AIP
37
Ameritas Investment Partners
Nebraska
$5K – – –
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$4K -$3.58K -165 -42%
CA
39
Clearstead Advisors
Ohio
$4K – – –
Citigroup
40
Citigroup
New York
$3K -$6.39K -295 -62%
SSB
41
Sandy Spring Bank
Maryland
$3K – – –
HNB
42
Huntington National Bank
Ohio
$2K – – –
Osaic Holdings
43
Osaic Holdings
Arizona
$1K -$21.7K -1,000 -95%
WT
44
Whittier Trust
California
$1K – – –
Federated Hermes
45
Federated Hermes
Pennsylvania
$1K +$303 +14 New
EI
46
Ellevest Inc
New York
$1K +$1.06K +49 New
MAM
47
Martingale Asset Management
Massachusetts
– -$380K -16,302 Closed
Millennium Management
48
Millennium Management
New York
– -$264K -11,310 Closed
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
– -$237K -10,153 Closed
Bessemer Group
50
Bessemer Group
New Jersey
– -$217K -9,300 Closed
1
2
3

NC Hedge Fund Activity: Q3 2020 in Review

47 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2020, worth a combined $43.7M — down 27% from $59.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NC and 4 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 8 added.

The largest buyer was Invenomic Capital Management, opening a new position worth an estimated $340K. The largest seller was Fidelity Investments, cutting an estimated $915K.

  • 47 institutional investors held NACCO Industries (NC) as of Q3 2020, down from 51 in Q2 2020.
  • Funds reported $43.7M of NACCO Industries stock for Q3 2020, down 27% quarter-over-quarter.
  • 4 funds opened new NACCO Industries positions in Q3 2020 and 8 closed out, a net change of -4 holders.
  • The largest NACCO Industries buyer in Q3 2020 was Invenomic Capital Management, an estimated $340K added.
  • The largest NACCO Industries seller in Q3 2020 was Fidelity Investments, an estimated $915K sold.

Based on aggregated 13F filings for Q3 2020.