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NACCO Industries
NC

63 hedge funds and large institutions have $108M invested in NACCO Industries in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

35% more capital invested

Capital invested by funds: $79.7M → $108M (+$28.2M)

7% more funds holding

Funds holding: 59 → 63 (+4)

6.39% more ownership

Funds ownership: 43.96% → 50.35% (+6.4%)

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$17.7M
2
Millennium Management
Millennium Management
New York
+$936K
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$435K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$370K
5
GCP
GSA Capital Partners
United Kingdom
+$365K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.64M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$737K
3
Renaissance Technologies
Renaissance Technologies
New York
-$499K
4
PGCM
Prescott Group Capital Management
Oklahoma
-$414K
5
PAM
Panagora Asset Management
Massachusetts
-$295K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$414K +$161K +4,307 +60%
Charles Schwab
27
Charles Schwab
California
$403K – – –
GCP
28
GSA Capital Partners
United Kingdom
$351K +$365K +9,727 New
Morgan Stanley
29
Morgan Stanley
New York
$349K +$90.7K +2,420 +33%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$329K -$184K -4,900 -35%
Jane Street
31
Jane Street
New York
$290K -$151K -4,040 -33%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$271K +$37.5K +1,000 +15%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$222K +$2.74K +73 +1%
Bank of America
34
Bank of America
North Carolina
$218K +$25.5K +681 +13%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$116K +$102K +2,731 +549%
Deutsche Bank
36
Deutsche Bank
Germany
$115K +$30.6K +815 +34%
JP Morgan Chase
37
JP Morgan Chase
New York
$112K +$30.4K +811 +35%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$104K +$52.9K +1,411 +97%
EI
39
Ellevest Inc
New York
$84.5K -$3K -80 -3%
MIM
40
MetLife Investment Management
New Jersey
$77.5K – – –
Barclays
41
Barclays
United Kingdom
$74.7K +$36.9K +983 +90%
DA
42
Denali Advisors
California
$72.1K – – –
NA
43
NewEdge Advisors
Louisiana
$70.7K -$10K -267 -12%
AIG
44
American International Group
New York
$70.6K +$1.46K +39 +2%
GCM
45
Gladius Capital Management
Illinois
$34.7K +$36K +961 New
Wells Fargo
46
Wells Fargo
California
$33.3K +$27K +721 +359%
CA
47
Clearstead Advisors
Ohio
$33.3K +$27.1K +722 +361%
BAM
48
Byrne Asset Management
New Jersey
$22K -$7.35K -196 -25%
AB
49
Amalgamated Bank
New York
$15K -$3.52K -94 -18%
Legal & General Group
50
Legal & General Group
United Kingdom
$12.3K – – –
1
2
3

NC Hedge Fund Activity: Q1 2023 in Review

63 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q1 2023, worth a combined $108M — up 35% from $79.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NC positions and 3 closed out — a net gain of 4 holders — while 25 added to existing stakes and 16 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $17.7M. The largest seller was Fidelity Investments, cutting an estimated $1.64M.

  • 63 institutional investors held NACCO Industries (NC) as of Q1 2023, up from 59 in Q4 2022.
  • Funds reported $108M of NACCO Industries stock for Q1 2023, up 35% quarter-over-quarter.
  • 7 funds opened new NACCO Industries positions in Q1 2023 and 3 closed out, a net change of +4 holders.
  • The largest NACCO Industries buyer in Q1 2023 was PNC Financial Services Group, an estimated $17.7M added.
  • The largest NACCO Industries seller in Q1 2023 was Fidelity Investments, an estimated $1.64M sold.

Based on aggregated 13F filings for Q1 2023.