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NACCO Industries

48 hedge funds and large institutions have $64.5M invested in NACCO Industries in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more capital invested

Capital invested by funds: $43.7M → $64.5M (+$20.7M)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

2% more funds holding

Funds holding: 4748 (+1)

0.76% more ownership

Funds ownership: 44%44.76% (+0.76%)

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
$163K -$187K -7,883 -56%
Bank of America
27
Bank of America
North Carolina
$95K +$29.2K +1,230 +52%
Deutsche Bank
28
Deutsche Bank
Germany
$89K +$17.1K +723 +27%
DA
29
Denali Advisors
California
$56K +$9.49K +400 +23%
Barclays
30
Barclays
United Kingdom
$32K -$11.6K -488 -29%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$21K -$20.9K -881 -52%
Barrow, Hanley, Mewhinney & Strauss
32
Barrow, Hanley, Mewhinney & Strauss
Texas
$20K -$29.2K -1,232 -62%
Citigroup
33
Citigroup
New York
$19K +$12.7K +534 +297%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$17K -$1.11K -47 -7%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$16K +$10.3K +435 +191%
EI
36
Ellevest Inc
New York
$16K +$12.9K +545 +1,112%
ICM
37
Invenomic Capital Management
Massachusetts
$14K -$360K -15,171 -97%
FMII
38
Farmers & Merchants Investments Inc
Nebraska
$11K
Legal & General Group
39
Legal & General Group
United Kingdom
$9K
AIP
40
Ameritas Investment Partners
Nebraska
$8K
PAM
41
Panagora Asset Management
Massachusetts
$7K -$329K -13,868 -98%
CA
42
Clearstead Advisors
Ohio
$5K
HNB
43
Huntington National Bank
Ohio
$3K
WT
44
Whittier Trust
California
$2K
Osaic Holdings
45
Osaic Holdings
Arizona
$1K
CWP
46
Concord Wealth Partners
Virginia
$1K +$1.19K +50 New
AIG
47
American International Group
New York
$57 -$1.49K -63 -3%
PCM
48
Prelude Capital Management
New York
-$15K -800 Closed
SSB
49
Sandy Spring Bank
Maryland
-$3K -181 Closed
Federated Hermes
50
Federated Hermes
Pennsylvania
-$1K -14 Closed

NC Hedge Fund Activity: Q4 2020 in Review

48 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2020, worth a combined $64.5M — up 47% from $43.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NC positions and 3 closed out — a net gain of 1 holder — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.88M. The largest seller was Renaissance Technologies, cutting an estimated $422K.

  • 48 institutional investors held NACCO Industries (NC) as of Q4 2020, up from 47 in Q3 2020.
  • Funds reported $64.5M of NACCO Industries stock for Q4 2020, up 47% quarter-over-quarter.
  • 4 funds opened new NACCO Industries positions in Q4 2020 and 3 closed out, a net change of +1 holder.
  • The largest NACCO Industries buyer in Q4 2020 was Fidelity Investments, an estimated $1.88M added.
  • The largest NACCO Industries seller in Q4 2020 was Renaissance Technologies, an estimated $422K sold.

Based on aggregated 13F filings for Q4 2020.