NACCO Industries
59 hedge funds and large institutions have $71.4M invested in NACCO Industries in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 6 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
2.54% less ownership
Funds ownership: 42.66% → 40.12% (-2.5%)
3% less funds holding
Funds holding: 61 → 59 (-2)
23% less capital invested
Capital invested by funds: $92.5M → $71.4M (-$21.1M)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.14M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$347K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$229K |
| 4 |
Renaissance Technologies
New York
|
+$159K |
| 5 |
Two Sigma Investments
New York
|
+$152K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.13M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.25M |
| 3 |
Millennium Management
New York
|
-$605K |
| 4 |
Morgan Stanley
New York
|
-$555K |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$439K |
NC Hedge Fund Activity: Q1 2024 in Review
59 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q1 2024, worth a combined $71.4M — down 23% from $92.5M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of NC and 4 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 20 added.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $1.14M. The largest seller was Fidelity Investments, cutting an estimated $4.13M.
- 59 institutional investors held NACCO Industries (NC) as of Q1 2024, down from 61 in Q4 2023.
- Funds reported $71.4M of NACCO Industries stock for Q1 2024, down 23% quarter-over-quarter.
- 4 funds opened new NACCO Industries positions in Q1 2024 and 6 closed out, a net change of -2 holders.
- The largest NACCO Industries buyer in Q1 2024 was Carson Wealth (CWM LLC), an estimated $1.14M added.
- The largest NACCO Industries seller in Q1 2024 was Fidelity Investments, an estimated $4.13M sold.
Based on aggregated 13F filings for Q1 2024.