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NACCO Industries
NC

61 hedge funds and large institutions have $92.5M invested in NACCO Industries in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

4% more capital invested

Capital invested by funds: $89.3M → $92.5M (+$3.18M)

0.07% less ownership

Funds ownership: 42.72% → 42.66% (-0.07%)

6% less funds holding

Funds holding: 65 → 61 (-4)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
61
Holders Change
-4
Holders Change %
-6.15%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
21
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$819K
2
Morgan Stanley
Morgan Stanley
New York
+$645K
3
Two Sigma Investments
Two Sigma Investments
New York
+$422K
4
Barclays
Barclays
United Kingdom
+$176K
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$140K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.16M
2
PGCM
Prescott Group Capital Management
Oklahoma
-$913K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$108K
4
Victory Capital Management
Victory Capital Management
Texas
-$103K
5
LSV Asset Management
LSV Asset Management
Illinois
-$96.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
26
Johnson Investment Counsel
Ohio
$465K – – –
Two Sigma Investments
27
Two Sigma Investments
New York
$440K +$422K +12,047 New
Charles Schwab
28
Charles Schwab
California
$426K – – –
GCP
29
GSA Capital Partners
United Kingdom
$426K -$13.8K -393 -3%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$406K +$140K +4,000 +56%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$318K – – –
Squarepoint
32
Squarepoint
New York
$291K +$62.7K +1,788 +29%
Citadel Advisors
33
Citadel Advisors
Florida
$287K -$93.1K -2,656 -25%
JP Morgan Chase
34
JP Morgan Chase
New York
$247K +$128K +3,643 +116%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$237K – – –
Bank of America
36
Bank of America
North Carolina
$232K +$18.3K +523 +9%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$221K -$4.42K -126 -2%
Barclays
38
Barclays
United Kingdom
$211K +$176K +5,019 +654%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$188K +$19.4K +553 +12%
Deutsche Bank
40
Deutsche Bank
Germany
$86.3K +$3.57K +102 +5%
MIM
41
MetLife Investment Management
New Jersey
$78.5K – – –
AIG
42
American International Group
New York
$76.2K -$315 -9 -0.4%
NA
43
NewEdge Advisors
Louisiana
$70K – – –
Wells Fargo
44
Wells Fargo
California
$54.6K +$8.97K +256 +21%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$43.7K -$19.8K -566 -32%
CA
46
Clearstead Advisors
Ohio
$33.7K -$32.3K -922 -50%
Citigroup
47
Citigroup
New York
$25K +$23K +656 +2,187%
BAM
48
Byrne Asset Management
New Jersey
$22.3K -$701 -20 -3%
AB
49
Amalgamated Bank
New York
$14K -$1.47K -42 -10%
TRCT
50
Tower Research Capital (TRC)
New York
$12.3K -$7.32K -209 -38%
1
2
3

NC Hedge Fund Activity: Q4 2023 in Review

61 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2023, worth a combined $92.5M — up 3.6% from $89.3M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of NC and 1 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 21 added.

The largest buyer was BlackRock, adding an estimated $819K. The largest seller was Fidelity Investments, cutting an estimated $2.16M.

  • 61 institutional investors held NACCO Industries (NC) as of Q4 2023, down from 65 in Q3 2023.
  • Funds reported $92.5M of NACCO Industries stock for Q4 2023, up 3.6% quarter-over-quarter.
  • 1 fund opened new NACCO Industries positions in Q4 2023 and 4 closed out, a net change of -3 holders.
  • The largest NACCO Industries buyer in Q4 2023 was BlackRock, an estimated $819K added.
  • The largest NACCO Industries seller in Q4 2023 was Fidelity Investments, an estimated $2.16M sold.

Based on aggregated 13F filings for Q4 2023.