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NACCO Industries
NC

62 hedge funds and large institutions have $102M invested in NACCO Industries in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

27% more funds holding

Funds holding: 49 → 62 (+13)

8% more capital invested

Capital invested by funds: $94.8M → $102M (+$7.43M)

3.82% more ownership

Funds ownership: 43% → 46.82% (+3.8%)

Holders
62
Holders Change
+13
Holders Change %
+26.53%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
22
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.53M
2
State Street
State Street
Massachusetts
+$2.38M
3
Invesco
Invesco
Georgia
+$1.7M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.47M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.69M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$777K
3
Millennium Management
Millennium Management
New York
-$505K
4
Two Sigma Investments
Two Sigma Investments
New York
-$485K
5
CC
Corton Capital
Ontario, Canada
-$341K
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$403K -$485K -10,163 -49%
Morgan Stanley
27
Morgan Stanley
New York
$403K +$266K +5,582 +110%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$290K -$777K -16,282 -68%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$247K – – –
CSS
30
Cubist Systematic Strategies
Connecticut
$231K +$291K +6,097 New
AQR Capital Management
31
AQR Capital Management
Connecticut
$222K +$279K +5,846 New
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$217K +$273K +5,717 New
JF
33
Jump Financial
Illinois
$213K +$267K +5,600 New
TRCT
34
Tower Research Capital (TRC)
New York
$170K +$213K +4,464 +15,393%
Bank of America
35
Bank of America
North Carolina
$167K +$140K +2,926 +198%
DA
36
Denali Advisors
California
$110K +$19.1K +400 +16%
Deutsche Bank
37
Deutsche Bank
Germany
$100K +$91.4K +1,916 +274%
JP Morgan Chase
38
JP Morgan Chase
New York
$83K +$56.1K +1,176 +117%
AIG
39
American International Group
New York
$72K +$90.5K +1,897 New
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$70.6K +$82.8K +1,735 +1,355%
DWA
41
Dorsey Wright & Associates
California
$38K +$47.7K +1,000 New
AB
42
Amalgamated Bank
New York
$19K +$24.5K +514 New
Legal & General Group
43
Legal & General Group
United Kingdom
$13K +$16.3K +341 New
BAM
44
Byrne Asset Management
New Jersey
$12K -$41K -860 -74%
AIP
45
Ameritas Investment Partners
Nebraska
$11K +$14.5K +304 New
Citigroup
46
Citigroup
New York
$10K -$168K -3,530 -93%
Wells Fargo
47
Wells Fargo
California
$10K -$85.6K -1,795 -88%
CA
48
Clearstead Advisors
Ohio
$9K – – –
Barclays
49
Barclays
United Kingdom
$8K +$9.69K +203 New
PHK
50
Point72 Hong Kong
Hong Kong
$8K +$10.3K +215 New
1
2
3

NC Hedge Fund Activity: Q2 2022 in Review

62 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2022, worth a combined $102M — up 7.8% from $94.8M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NC positions and 4 closed out — a net gain of 13 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was BlackRock, adding an estimated $8.53M. The largest seller was Fidelity Investments, cutting an estimated $7.69M.

  • 62 institutional investors held NACCO Industries (NC) as of Q2 2022, up from 49 in Q1 2022.
  • Funds reported $102M of NACCO Industries stock for Q2 2022, up 7.8% quarter-over-quarter.
  • 17 funds opened new NACCO Industries positions in Q2 2022 and 4 closed out, a net change of +13 holders.
  • The largest NACCO Industries buyer in Q2 2022 was BlackRock, an estimated $8.53M added.
  • The largest NACCO Industries seller in Q2 2022 was Fidelity Investments, an estimated $7.69M sold.

Based on aggregated 13F filings for Q2 2022.