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NACCO Industries
NC

64 hedge funds and large institutions have $88.9M invested in NACCO Industries in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 63 → 64 (+1)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

7.26% less ownership

Funds ownership: 50.35% → 43.09% (-7.3%)

18% less capital invested

Capital invested by funds: $108M → $88.9M (-$19.1M)

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
+$814K
2
BlackRock
BlackRock
New York
+$324K
3
Squarepoint
Squarepoint
New York
+$299K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$249K
5
State Street
State Street
Massachusetts
+$136K

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$16.1M
2
Jane Street
Jane Street
New York
-$290K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$199K
4
PGCM
Prescott Group Capital Management
Oklahoma
-$198K
5
Renaissance Technologies
Renaissance Technologies
New York
-$161K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$424K -$63.6K -1,861 -13%
Charles Schwab
27
Charles Schwab
California
$405K +$16.7K +489 +4%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$402K – – –
Morgan Stanley
29
Morgan Stanley
New York
$376K +$40.7K +1,190 +12%
Invesco
30
Invesco
Georgia
$345K -$52K -1,520 -13%
GCP
31
GSA Capital Partners
United Kingdom
$339K +$1.78K +52 +0.5%
Squarepoint
32
Squarepoint
New York
$303K +$299K +8,750 New
Two Sigma Advisers
33
Two Sigma Advisers
New York
$295K -$20.5K -600 -7%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$260K -$342 -10 -0.1%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$212K -$649 -19 -0.3%
Bank of America
36
Bank of America
North Carolina
$175K -$34.4K -1,005 -17%
JP Morgan Chase
37
JP Morgan Chase
New York
$155K +$46.2K +1,353 +44%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$121K +$9.64K +282 +9%
Victory Capital Management
39
Victory Capital Management
Texas
$102K +$101K +2,946 New
Deutsche Bank
40
Deutsche Bank
Germany
$90.2K -$20K -586 -18%
MIM
41
MetLife Investment Management
New Jersey
$74.5K – – –
AIG
42
American International Group
New York
$70.1K +$2.26K +66 +3%
NA
43
NewEdge Advisors
Louisiana
$68.6K +$684 +20 +1%
Wells Fargo
44
Wells Fargo
California
$62.5K +$30.1K +882 +96%
DA
45
Denali Advisors
California
$52K -$17.1K -500 -25%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$51.4K -$47.5K -1,390 -48%
Citigroup
47
Citigroup
New York
$43.5K +$42.8K +1,253 +62,650%
CA
48
Clearstead Advisors
Ohio
$32K – – –
Barclays
49
Barclays
United Kingdom
$29K -$42.2K -1,234 -60%
Nisa Investment Advisors
50
Nisa Investment Advisors
Missouri
$25.3K +$23.2K +680 +1,360%
1
2
3

NC Hedge Fund Activity: Q2 2023 in Review

64 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2023, worth a combined $88.9M — down 18% from $108M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NC positions and 5 closed out — a net gain of 1 holder — while 22 added to existing stakes and 22 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $814K. The largest seller was PNC Financial Services Group, cutting an estimated $16.1M.

  • 64 institutional investors held NACCO Industries (NC) as of Q2 2023, up from 63 in Q1 2023.
  • Funds reported $88.9M of NACCO Industries stock for Q2 2023, down 18% quarter-over-quarter.
  • 6 funds opened new NACCO Industries positions in Q2 2023 and 5 closed out, a net change of +1 holder.
  • The largest NACCO Industries buyer in Q2 2023 was Empowered Funds, an estimated $814K added.
  • The largest NACCO Industries seller in Q2 2023 was PNC Financial Services Group, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2023.