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NACCO Industries
NC

62 hedge funds and large institutions have $58.2M invested in NACCO Industries in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 11

3% less capital invested

Capital invested by funds: $60.3M → $58.2M (-$2.09M)

1.54% less ownership

Funds ownership: 36.99% → 35.45% (-1.5%)

7% less funds holding

Funds holding: 67 → 62 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
62
Holders Change
-5
Holders Change %
-7.46%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
27
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$480K
2
BlackRock
BlackRock
New York
+$323K
3
Goldman Sachs
Goldman Sachs
New York
+$311K
4
Renaissance Technologies
Renaissance Technologies
New York
+$308K
5
Morgan Stanley
Morgan Stanley
New York
+$202K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.23M
2
PGCM
Prescott Group Capital Management
Oklahoma
-$334K
3
Jane Street
Jane Street
New York
-$332K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$283K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$238K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$331K – – –
Goldman Sachs
27
Goldman Sachs
New York
$313K +$311K +11,027 New
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$242K – – –
JP Morgan Chase
29
JP Morgan Chase
New York
$234K +$102K +3,615 +78%
Barclays
30
Barclays
United Kingdom
$199K +$155K +5,499 +365%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$169K -$8.33K -295 -5%
Bank of America
32
Bank of America
North Carolina
$152K +$7.68K +272 +5%
UBS Group
33
UBS Group
Switzerland
$137K +$13.9K +494 +11%
Deutsche Bank
34
Deutsche Bank
Germany
$87K +$49.1K +1,740 +131%
Citigroup
35
Citigroup
New York
$86K +$57.5K +2,037 +204%
Mirae Asset Global ETFs Holdings
36
Mirae Asset Global ETFs Holdings
Hong Kong
$65.7K +$19.5K +689 +42%
CF
37
Corebridge Financial
Texas
$61.7K -$1.52K -54 -2%
Wells Fargo
38
Wells Fargo
California
$59.8K +$1.33K +47 +2%
NA
39
NewEdge Advisors
Louisiana
$54.4K – – –
ETC
40
Exchange Traded Concepts
Oklahoma
$51.8K +$7.54K +267 +17%
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$27.2K -$9.18K -325 -25%
CA
42
Clearstead Advisors
Ohio
$26.1K – – –
BAM
43
Byrne Asset Management
New Jersey
$16.7K +$1.13K +40 +7%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$14K +$2.88K +102 +26%
TRCT
45
Tower Research Capital (TRC)
New York
$10.4K -$44.4K -1,572 -81%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$9.05K -$4.23M -149,998 -100%
Legal & General Group
47
Legal & General Group
United Kingdom
$8.7K – – –
AIP
48
Ameritas Investment Partners
Nebraska
$8.62K – – –
AWM
49
Abound Wealth Management
Tennessee
$4.02K – – –
AB
50
Amalgamated Bank
New York
$4K – – –
1
2
3

NC Hedge Fund Activity: Q3 2024 in Review

62 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2024, worth a combined $58.2M — down 3.5% from $60.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NC and 4 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 27 added.

The largest buyer was Millennium Management, adding an estimated $480K. The largest seller was Fidelity Investments, cutting an estimated $4.23M.

  • 62 institutional investors held NACCO Industries (NC) as of Q3 2024, down from 67 in Q2 2024.
  • Funds reported $58.2M of NACCO Industries stock for Q3 2024, down 3.5% quarter-over-quarter.
  • 4 funds opened new NACCO Industries positions in Q3 2024 and 9 closed out, a net change of -5 holders.
  • The largest NACCO Industries buyer in Q3 2024 was Millennium Management, an estimated $480K added.
  • The largest NACCO Industries seller in Q3 2024 was Fidelity Investments, an estimated $4.23M sold.

Based on aggregated 13F filings for Q3 2024.