NACCO Industries
44 hedge funds and large institutions have $73.5M invested in NACCO Industries in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
19% more capital invested
Capital invested by funds: $61.8M → $73.5M (+$11.7M)
2% more funds holding
Funds holding: 43 → 44 (+1)
1.48% more ownership
Funds ownership: 42.53% → 44.02% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
50% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.45M |
| 2 |
MG
Magnolia Group
Omaha,
Nebraska
|
+$806K |
| 3 |
RC
RBF Capital
San Francisco,
California
|
+$471K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$406K |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$351K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$481K |
| 2 |
Charles Schwab
San Francisco,
California
|
-$464K |
| 3 |
Renaissance Technologies
New York
|
-$428K |
| 4 |
TEE
Tibra Equities Europe
London,
United Kingdom
|
-$271K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$152K |
NC Hedge Fund Activity: Q3 2021 in Review
44 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2021, worth a combined $73.5M — up 19% from $61.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new NC positions and 5 closed out — a net gain of 1 holder — while 8 added to existing stakes and 16 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.45M. The largest seller was Millennium Management, cutting an estimated $481K.
- 44 institutional investors held NACCO Industries (NC) as of Q3 2021, up from 43 in Q2 2021.
- Funds reported $73.5M of NACCO Industries stock for Q3 2021, up 19% quarter-over-quarter.
- 6 funds opened new NACCO Industries positions in Q3 2021 and 5 closed out, a net change of +1 holder.
- The largest NACCO Industries buyer in Q3 2021 was Fidelity Investments, an estimated $1.45M added.
- The largest NACCO Industries seller in Q3 2021 was Millennium Management, an estimated $481K sold.
Based on aggregated 13F filings for Q3 2021.