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NACCO Industries
NC

65 hedge funds and large institutions have $89.3M invested in NACCO Industries in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more funds holding

Funds holding: 64 → 65 (+1)

0% more capital invested

Capital invested by funds: $88.9M → $89.3M (+$443K)

0.36% less ownership

Funds ownership: 43.09% → 42.72% (-0.36%)

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
20
Reduced
21
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CFMC
Curbstone Financial Management Corp
New Hampshire
+$1.08M
2
Northern Trust
Northern Trust
Illinois
+$165K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$94.2K
4
GCP
GSA Capital Partners
United Kingdom
+$77.6K
5
EF
Empowered Funds
Pennsylvania
+$69.8K

Top Sellers

Rank Fund Capital Flow
1
PGCM
Prescott Group Capital Management
Oklahoma
-$272K
2
BlackRock
BlackRock
New York
-$245K
3
Millennium Management
Millennium Management
New York
-$227K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$196K
5
Renaissance Technologies
Renaissance Technologies
New York
-$116K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$409K – – –
Citadel Advisors
27
Citadel Advisors
Florida
$369K -$58.4K -1,716 -14%
Invesco
28
Invesco
Georgia
$351K +$1.63K +48 +0.5%
Morgan Stanley
29
Morgan Stanley
New York
$324K -$54.6K -1,606 -15%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$306K -$196K -5,767 -40%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$250K -$47.6K -1,400 -16%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$228K -$34K -1,000 -13%
Squarepoint
33
Squarepoint
New York
$217K -$87.1K -2,562 -29%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$216K +$1.5K +44 +0.7%
Bank of America
35
Bank of America
North Carolina
$204K +$27.1K +796 +16%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$162K +$37.2K +1,095 +31%
JP Morgan Chase
37
JP Morgan Chase
New York
$110K -$45.2K -1,328 -30%
Victory Capital Management
38
Victory Capital Management
Texas
$103K – – –
Deutsche Bank
39
Deutsche Bank
Germany
$79.3K -$11.6K -341 -13%
MIM
40
MetLife Investment Management
New Jersey
$75.4K – – –
AIG
41
American International Group
New York
$73.5K +$2.55K +75 +4%
NA
42
NewEdge Advisors
Louisiana
$67.3K -$2.07K -61 -3%
CA
43
Clearstead Advisors
Ohio
$64.7K +$31.4K +922 +100%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$61.9K +$9.59K +282 +19%
DA
45
Denali Advisors
California
$52.6K – – –
Wells Fargo
46
Wells Fargo
California
$43.5K -$19.2K -564 -31%
Barclays
47
Barclays
United Kingdom
$26.9K -$2.38K -70 -8%
Nisa Investment Advisors
48
Nisa Investment Advisors
Missouri
$25.6K – – –
BAM
49
Byrne Asset Management
New Jersey
$22K – – –
TRCT
50
Tower Research Capital (TRC)
New York
$19.1K +$4.25K +125 +30%
1
2
3

NC Hedge Fund Activity: Q3 2023 in Review

65 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2023, worth a combined $89.3M — up 0.5% from $88.9M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new NC positions and 0 closed out — a net gain of 2 holders — while 20 added to existing stakes and 21 trimmed.

The largest buyer was Curbstone Financial Management Corp, adding an estimated $1.08M. The largest seller was Prescott Group Capital Management, cutting an estimated $272K.

  • 65 institutional investors held NACCO Industries (NC) as of Q3 2023, up from 64 in Q2 2023.
  • Funds reported $89.3M of NACCO Industries stock for Q3 2023, up 0.5% quarter-over-quarter.
  • 2 funds opened new NACCO Industries positions in Q3 2023 and 0 closed out, a net change of +2 holders.
  • The largest NACCO Industries buyer in Q3 2023 was Curbstone Financial Management Corp, an estimated $1.08M added.
  • The largest NACCO Industries seller in Q3 2023 was Prescott Group Capital Management, an estimated $272K sold.

Based on aggregated 13F filings for Q3 2023.