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NACCO Industries
NC

63 hedge funds and large institutions have $60.1M invested in NACCO Industries in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

2% more funds holding

Funds holding: 62 → 63 (+1)

3% more capital invested

Capital invested by funds: $58.2M → $60.1M (+$1.93M)

0.28% less ownership

Funds ownership: 35.45% → 35.18% (-0.28%)

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
25
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GCP
GSA Capital Partners
United Kingdom
+$475K
2
PMAM
Penn Mutual Asset Management
Pennsylvania
+$401K
3
TI
Trexquant Investment
Connecticut
+$280K
4
JP Morgan Chase
JP Morgan Chase
New York
+$239K
5
State Street
State Street
Massachusetts
+$108K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$608K
2
BCM
Bridgeway Capital Management
Texas
-$554K
3
Millennium Management
Millennium Management
New York
-$375K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$364K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$260K
Name Holding Trade Value Shares
Change 		Change in
Stake
PMAM
26
Penn Mutual Asset Management
Pennsylvania
$404K +$401K +13,535 New
N
27
Nuveen
North Carolina
$393K – – –
JIC
28
Johnson Investment Counsel
Ohio
$380K – – –
Citadel Advisors
29
Citadel Advisors
Florida
$363K -$166K -5,602 -32%
Charles Schwab
30
Charles Schwab
California
$348K – – –
TI
31
Trexquant Investment
Connecticut
$282K +$280K +9,443 New
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$255K – – –
Barclays
33
Barclays
United Kingdom
$232K +$22.7K +767 +11%
Bank of America
34
Bank of America
North Carolina
$194K +$34.3K +1,158 +22%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$185K +$7.5K +253 +4%
UBS Group
36
UBS Group
Switzerland
$139K -$4.63K -156 -3%
Citigroup
37
Citigroup
New York
$95.5K +$4.92K +166 +5%
Wells Fargo
38
Wells Fargo
California
$74.7K +$11.7K +394 +19%
Mirae Asset Global ETFs Holdings
39
Mirae Asset Global ETFs Holdings
Hong Kong
$71.3K +$2.25K +76 +3%
CF
40
Corebridge Financial
Texas
$60.4K -$4.54K -153 -7%
NA
41
NewEdge Advisors
Louisiana
$57.2K +$30 +1 +0.1%
ETC
42
Exchange Traded Concepts
Oklahoma
$53.9K -$623 -21 -1%
TRCT
43
Tower Research Capital (TRC)
New York
$36.5K +$25.4K +857 +233%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$34.3K +$5.69K +192 +20%
CA
45
Clearstead Advisors
Ohio
$27.5K – – –
BAM
46
Byrne Asset Management
New Jersey
$19.7K -$17.5K -590 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
$19.5K +$9.96K +336 +105%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$16K +$1.48K +50 +10%
Deutsche Bank
49
Deutsche Bank
Germany
$10.7K -$80.3K -2,709 -88%
Legal & General Group
50
Legal & General Group
United Kingdom
$9.15K – – –
1
2
3

NC Hedge Fund Activity: Q4 2024 in Review

63 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2024, worth a combined $60.1M — up 3.3% from $58.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NC positions and 3 closed out — a net gain of 2 holders — while 25 added to existing stakes and 16 trimmed.

The largest buyer was GSA Capital Partners, opening a new position worth an estimated $475K. The largest seller was Renaissance Technologies, cutting an estimated $608K.

  • 63 institutional investors held NACCO Industries (NC) as of Q4 2024, up from 62 in Q3 2024.
  • Funds reported $60.1M of NACCO Industries stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 5 funds opened new NACCO Industries positions in Q4 2024 and 3 closed out, a net change of +2 holders.
  • The largest NACCO Industries buyer in Q4 2024 was GSA Capital Partners, an estimated $475K added.
  • The largest NACCO Industries seller in Q4 2024 was Renaissance Technologies, an estimated $608K sold.

Based on aggregated 13F filings for Q4 2024.