NACCO Industries
67 hedge funds and large institutions have $60.3M invested in NACCO Industries in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
14% more funds holding
Funds holding: 59 → 67 (+8)
3.13% less ownership
Funds ownership: 40.12% → 36.99% (-3.1%)
16% less capital invested
Capital invested by funds: $71.4M → $60.3M (-$11.1M)
19% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.19M |
| 2 |
Millennium Management
New York
|
+$446K |
| 3 |
Jane Street
New York
|
+$365K |
| 4 |
FIA
FNY Investment Advisers
New York
|
+$235K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$78.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.14M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$771K |
| 3 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
-$521K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$438K |
| 5 |
Renaissance Technologies
New York
|
-$264K |
NC Hedge Fund Activity: Q2 2024 in Review
67 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2024, worth a combined $60.3M — down 16% from $71.4M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new NC positions and 3 closed out — a net gain of 8 holders — while 17 added to existing stakes and 21 trimmed.
The largest buyer was BlackRock, adding an estimated $1.19M. The largest seller was Fidelity Investments, cutting an estimated $5.14M.
- 67 institutional investors held NACCO Industries (NC) as of Q2 2024, up from 59 in Q1 2024.
- Funds reported $60.3M of NACCO Industries stock for Q2 2024, down 16% quarter-over-quarter.
- 11 funds opened new NACCO Industries positions in Q2 2024 and 3 closed out, a net change of +8 holders.
- The largest NACCO Industries buyer in Q2 2024 was BlackRock, an estimated $1.19M added.
- The largest NACCO Industries seller in Q2 2024 was Fidelity Investments, an estimated $5.14M sold.
Based on aggregated 13F filings for Q2 2024.