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NACCO Industries

75 hedge funds and large institutions have $93M invested in NACCO Industries in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

32% more capital invested

Capital invested by funds: $70.5M → $93M (+$22.5M)

10% more funds holding

Funds holding: 6875 (+7)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

0.12% more ownership

Funds ownership: 35.6%35.71% (+0.12%)

Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
24
Reduced
22
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
26
Johnson Investment Counsel
Ohio
$565K
N
27
Nuveen
North Carolina
$556K -$23.2K -639 -5%
Charles Schwab
28
Charles Schwab
California
$517K -$290 -8 -0.1%
Barclays
29
Barclays
United Kingdom
$373K +$96.6K +2,665 +46%
Millennium Management
30
Millennium Management
New York
$348K -$133K -3,682 -32%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$330K +$38.5K +1,062 +17%
Citadel Advisors
32
Citadel Advisors
Florida
$310K -$70.7K -1,950 -22%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$288K
JP Morgan Chase
34
JP Morgan Chase
New York
$259K -$131K -3,619 -38%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$240K -$2.1K -58 -1%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$226K -$37.6K -1,036 -17%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$220K +$180K +4,968 New
Wells Fargo
38
Wells Fargo
California
$162K +$39.8K +1,099 +43%
UBS Group
39
UBS Group
Switzerland
$162K -$17.9K -493 -12%
Bank of America
40
Bank of America
North Carolina
$157K -$24.9K -687 -16%
ETC
41
Exchange Traded Concepts
Oklahoma
$133K +$23.4K +646 +27%
MIM
42
MetLife Investment Management
New Jersey
$109K
Mirae Asset Global ETFs Holdings
43
Mirae Asset Global ETFs Holdings
Hong Kong
$101K -$6.63K -183 -7%
NA
44
NewEdge Advisors
Louisiana
$85K -$36 -1 -0.1%
TRCT
45
Tower Research Capital (TRC)
New York
$70.1K +$45K +1,241 +363%
BAM
46
Byrne Asset Management
New Jersey
$66.6K +$5.33K +147 +11%
Citigroup
47
Citigroup
New York
$65.8K -$50.8K -1,402 -49%
LAM
48
LOM Asset Management
$44K +$36.2K +1,000 New
CA
49
Clearstead Advisors
Ohio
$40.9K
PFSRSONJ
50
Police & Firemen's Retirement System of New Jersey
New Jersey
$40.7K +$33.3K +919 New

NC Hedge Fund Activity: Q2 2025 in Review

75 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2025, worth a combined $93M — up 32% from $70.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NC positions and 3 closed out — a net gain of 7 holders — while 24 added to existing stakes and 22 trimmed.

The largest buyer was Segall Bryant & Hamill, opening a new position worth an estimated $1.08M. The largest seller was PNC Financial Services Group, cutting an estimated $844K.

  • 75 institutional investors held NACCO Industries (NC) as of Q2 2025, up from 68 in Q1 2025.
  • Funds reported $93M of NACCO Industries stock for Q2 2025, up 32% quarter-over-quarter.
  • 10 funds opened new NACCO Industries positions in Q2 2025 and 3 closed out, a net change of +7 holders.
  • The largest NACCO Industries buyer in Q2 2025 was Segall Bryant & Hamill, an estimated $1.08M added.
  • The largest NACCO Industries seller in Q2 2025 was PNC Financial Services Group, an estimated $844K sold.

Based on aggregated 13F filings for Q2 2025.