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NACCO Industries
NC

43 hedge funds and large institutions have $61.8M invested in NACCO Industries in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $61.1M → $61.8M (+$705K)

2.11% less ownership

Funds ownership: 44.65% → 42.53% (-2.1%)

4% less funds holding

Funds holding: 45 → 43 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

60% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 20

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
8
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MG
Magnolia Group
Nebraska
+$4.82M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.77M
3
Millennium Management
Millennium Management
New York
+$645K
4
HF
HRT Financial
New York
+$270K
5
E
Ergoteles
New York
+$261K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$4.72M
2
State Street
State Street
Massachusetts
-$1.3M
3
Northern Trust
Northern Trust
Illinois
-$722K
4
Renaissance Technologies
Renaissance Technologies
New York
-$614K
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$608K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$56K -$121K -4,861 -69%
JP Morgan Chase
27
JP Morgan Chase
New York
$28K -$283K -11,398 -91%
Barclays
28
Barclays
United Kingdom
$27K -$51.7K -2,081 -67%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$26K +$8.65K +348 +52%
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$19.1K -$34.1K -1,372 -65%
Deutsche Bank
31
Deutsche Bank
Germany
$18K -$60.7K -2,441 -78%
Barrow, Hanley, Mewhinney & Strauss
32
Barrow, Hanley, Mewhinney & Strauss
Texas
$12K -$4.08K -164 -27%
FMII
33
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
Wells Fargo
34
Wells Fargo
California
$6K -$41.8K -1,680 -88%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$5K -$174 -7 -4%
CA
36
Clearstead Advisors
Ohio
$5K – – –
HNB
37
Huntington National Bank
Ohio
$3K – – –
EI
38
Ellevest Inc
New York
$2K -$4.97K -200 -68%
WT
39
Whittier Trust
California
$2K – – –
CWP
40
Concord Wealth Partners
Virginia
$1K – – –
Osaic Holdings
41
Osaic Holdings
Arizona
$1K +$124 +5 +10%
N
42
Nuveen
North Carolina
– -$300K -12,027 Closed
Goldman Sachs
43
Goldman Sachs
New York
– -$234K -9,370 Closed
DA
44
Denali Advisors
California
– -$64K -2,580 Closed
AIG
45
American International Group
New York
– -$54 -2,182 Closed
Legal & General Group
46
Legal & General Group
United Kingdom
– -$8K -329 Closed
Citigroup
47
Citigroup
New York
– -$8K -314 Closed
AIP
48
Ameritas Investment Partners
Nebraska
– -$8K -302 Closed
PAM
49
Panagora Asset Management
Massachusetts
– -$6K -255 Closed
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
– -$4K -196 Closed
1
2
3

NC Hedge Fund Activity: Q2 2021 in Review

43 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2021, worth a combined $61.8M — up 1.2% from $61.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NC and 7 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 8 added.

The largest buyer was Magnolia Group, opening a new position worth an estimated $4.82M. The largest seller was BlackRock, cutting an estimated $4.72M.

  • 43 institutional investors held NACCO Industries (NC) as of Q2 2021, down from 45 in Q1 2021.
  • Funds reported $61.8M of NACCO Industries stock for Q2 2021, up 1.2% quarter-over-quarter.
  • 7 funds opened new NACCO Industries positions in Q2 2021 and 9 closed out, a net change of -2 holders.
  • The largest NACCO Industries buyer in Q2 2021 was Magnolia Group, an estimated $4.82M added.
  • The largest NACCO Industries seller in Q2 2021 was BlackRock, an estimated $4.72M sold.

Based on aggregated 13F filings for Q2 2021.