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NACCO Industries
NC

56 hedge funds and large institutions have $126M invested in NACCO Industries in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $102M → $126M (+$23.3M)

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

0.55% less ownership

Funds ownership: 46.82% → 46.26% (-0.55%)

10% less funds holding

Funds holding: 62 → 56 (-6)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
56
Holders Change
-6
Holders Change %
-9.68%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
20
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
+$1.13M
2
BlackRock
BlackRock
New York
+$1.02M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$637K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$612K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$202K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$1.73M
2
LSV Asset Management
LSV Asset Management
Illinois
-$615K
3
MP
McDonald Partners
Ohio
-$425K
4
Two Sigma Investments
Two Sigma Investments
New York
-$403K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$290K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$512K – – –
Morgan Stanley
27
Morgan Stanley
New York
$315K -$173K -3,962 -37%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$306K – – –
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$285K +$14.5K +333 +6%
DA
30
Denali Advisors
California
$137K +$698 +16 +0.6%
Bank of America
31
Bank of America
North Carolina
$131K -$71.4K -1,636 -37%
Deutsche Bank
32
Deutsche Bank
Germany
$110K -$11.7K -269 -10%
JP Morgan Chase
33
JP Morgan Chase
New York
$105K +$1.96K +45 +2%
MIM
34
MetLife Investment Management
New Jersey
$101K +$93.8K +2,150 New
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$98.6K +$10.2K +233 +13%
EI
36
Ellevest Inc
New York
$98K +$90.4K +2,071 +9,414%
AIG
37
American International Group
New York
$90K +$1.18K +27 +1%
AB
38
Amalgamated Bank
New York
$24K – – –
BAM
39
Byrne Asset Management
New Jersey
$24K +$9.42K +216 +72%
Legal & General Group
40
Legal & General Group
United Kingdom
$16K – – –
AIP
41
Ameritas Investment Partners
Nebraska
$14K – – –
MLICM
42
Metropolitan Life Insurance Company (MetLife)
New York
$11.5K +$10.6K +244 New
CA
43
Clearstead Advisors
Ohio
$11K – – –
Wells Fargo
44
Wells Fargo
California
$10K -$1.75K -40 -16%
TRCT
45
Tower Research Capital (TRC)
New York
$8K -$189K -4,330 -96%
Barclays
46
Barclays
United Kingdom
$8K -$1.35K -31 -15%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$7K +$5.67K +130 +565%
WT
48
Whittier Trust
California
$4K – – –
Citigroup
49
Citigroup
New York
$3K -$8.38K -192 -76%
AF
50
Advisornet Financial
Minnesota
$3K – – –
1
2
3

NC Hedge Fund Activity: Q3 2022 in Review

56 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2022, worth a combined $126M — up 23% from $102M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NC and 3 opened new positions — a net loss of 5 holders — while 17 trimmed existing stakes and 20 added.

The largest buyer was AQR Capital Management, adding an estimated $1.13M. The largest seller was Renaissance Technologies, cutting an estimated $1.73M.

  • 56 institutional investors held NACCO Industries (NC) as of Q3 2022, down from 62 in Q2 2022.
  • Funds reported $126M of NACCO Industries stock for Q3 2022, up 23% quarter-over-quarter.
  • 3 funds opened new NACCO Industries positions in Q3 2022 and 8 closed out, a net change of -5 holders.
  • The largest NACCO Industries buyer in Q3 2022 was AQR Capital Management, an estimated $1.13M added.
  • The largest NACCO Industries seller in Q3 2022 was Renaissance Technologies, an estimated $1.73M sold.

Based on aggregated 13F filings for Q3 2022.