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NACCO Industries

68 hedge funds and large institutions have $70.5M invested in NACCO Industries in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 29 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

17% more capital invested

Capital invested by funds: $60.1M → $70.5M (+$10.4M)

8% more funds holding

Funds holding: 6368 (+5)

0.42% more ownership

Funds ownership: 35.18%35.6% (+0.42%)

55% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 29

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
29
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$394K
Millennium Management
27
Millennium Management
New York
$389K -$241K -7,484 -39%
JP Morgan Chase
28
JP Morgan Chase
New York
$319K -$221K -6,861 -42%
Citadel Advisors
29
Citadel Advisors
Florida
$302K -$104K -3,225 -27%
Goldman Sachs
30
Goldman Sachs
New York
$292K -$165K -5,116 -37%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$219K +$210K +6,506 New
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$216K +$5.81K +180 +3%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$207K -$77.4K -2,400 -28%
Barclays
34
Barclays
United Kingdom
$194K -$65.2K -2,022 -26%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$185K +$159K +4,931 +910%
Bank of America
36
Bank of America
North Carolina
$143K -$73.1K -2,268 -35%
UBS Group
37
UBS Group
Switzerland
$140K -$16.9K -523 -11%
Citigroup
38
Citigroup
New York
$97.3K -$10.2K -315 -10%
Wells Fargo
39
Wells Fargo
California
$86.3K +$1.84K +57 +2%
Mirae Asset Global ETFs Holdings
40
Mirae Asset Global ETFs Holdings
Hong Kong
$83.3K +$2.52K +78 +3%
MIM
41
MetLife Investment Management
New Jersey
$82.6K +$79K +2,449 New
ETC
42
Exchange Traded Concepts
Oklahoma
$79.8K +$18K +559 +31%
CF
43
Corebridge Financial
Texas
$67.3K -$968 -30 -1%
NA
44
NewEdge Advisors
Louisiana
$64.7K
BAM
45
Byrne Asset Management
New Jersey
$45.8K +$43.8K +1,357 New
CA
46
Clearstead Advisors
Ohio
$31.1K
Deutsche Bank
47
Deutsche Bank
Germany
$23.6K +$11K +341 +95%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$23.3K +$1.13K +35 +5%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$18.4K -$19.5K -606 -53%
TRCT
50
Tower Research Capital (TRC)
New York
$11.5K -$28.5K -883 -72%

NC Hedge Fund Activity: Q1 2025 in Review

68 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q1 2025, worth a combined $70.5M — up 17% from $60.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NC positions and 2 closed out — a net gain of 5 holders — while 13 added to existing stakes and 29 trimmed.

The largest buyer was Mudita Advisors, opening a new position worth an estimated $2.78M. The largest seller was GSA Capital Partners, exiting entirely with an estimated $478K sold.

  • 68 institutional investors held NACCO Industries (NC) as of Q1 2025, up from 63 in Q4 2024.
  • Funds reported $70.5M of NACCO Industries stock for Q1 2025, up 17% quarter-over-quarter.
  • 7 funds opened new NACCO Industries positions in Q1 2025 and 2 closed out, a net change of +5 holders.
  • The largest NACCO Industries buyer in Q1 2025 was Mudita Advisors, an estimated $2.78M added.
  • The largest NACCO Industries seller in Q1 2025 was GSA Capital Partners, an estimated $478K sold.

Based on aggregated 13F filings for Q1 2025.