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NACCO Industries
NC

77 hedge funds and large institutions have $88M invested in NACCO Industries in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

3% more funds holding

Funds holding: 75 → 77 (+2)

0.25% less ownership

Funds ownership: 35.71% → 35.46% (-0.25%)

5% less capital invested

Capital invested by funds: $93M → $88M (-$4.97M)

13% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 23

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
23
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
+$573K
2
Citadel Advisors
Citadel Advisors
Florida
+$245K
3
IA
Inspire Advisors
Idaho
+$224K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$213K
5
Jane Street
Jane Street
New York
+$192K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$875K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$220K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$213K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$157K
5
Renaissance Technologies
Renaissance Technologies
New York
-$135K
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$540K -$106K -2,683 -17%
N
27
Nuveen
North Carolina
$529K – – –
JIC
28
Johnson Investment Counsel
Ohio
$508K -$27.4K -692 -5%
Charles Schwab
29
Charles Schwab
California
$492K – – –
Morgan Stanley
30
Morgan Stanley
New York
$405K -$125K -3,164 -25%
JP Morgan Chase
31
JP Morgan Chase
New York
$277K +$28.5K +718 +12%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$274K – – –
Millennium Management
33
Millennium Management
New York
$270K -$57.9K -1,461 -19%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$258K -$52.9K -1,334 -18%
Barclays
35
Barclays
United Kingdom
$244K -$104K -2,622 -31%
IA
36
Inspire Advisors
Idaho
$238K +$224K +5,639 New
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$215K – – –
Jane Street
38
Jane Street
New York
$204K +$192K +4,848 New
Wells Fargo
39
Wells Fargo
California
$196K +$39.6K +998 +27%
ETC
40
Exchange Traded Concepts
Oklahoma
$192K +$61.6K +1,553 +52%
Deutsche Bank
41
Deutsche Bank
Germany
$187K +$148K +3,735 +534%
UBS Group
42
UBS Group
Switzerland
$154K +$40 +1 +0%
Bank of America
43
Bank of America
North Carolina
$137K -$12K -302 -9%
MIM
44
MetLife Investment Management
New Jersey
$103K – – –
Russell Investments Group
45
Russell Investments Group
United Kingdom
$86K +$76.6K +1,932 +1,789%
Mirae Asset Global ETFs Holdings
46
Mirae Asset Global ETFs Holdings
Hong Kong
$77.3K -$18K -453 -20%
BAM
47
Byrne Asset Management
New Jersey
$61.1K -$2.14K -54 -4%
NA
48
NewEdge Advisors
Louisiana
$59.8K -$19.8K -500 -26%
LAM
49
LOM Asset Management
$42K – – –
CA
50
Clearstead Advisors
Ohio
$38.9K – – –
1
2
3 4

NC Hedge Fund Activity: Q3 2025 in Review

77 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2025, worth a combined $88M — down 5.3% from $93M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NC positions and 2 closed out — a net gain of 3 holders — while 20 added to existing stakes and 23 trimmed.

The largest buyer was Ancora Advisors, opening a new position worth an estimated $573K. The largest seller was BlackRock, cutting an estimated $875K.

  • 77 institutional investors held NACCO Industries (NC) as of Q3 2025, up from 75 in Q2 2025.
  • Funds reported $88M of NACCO Industries stock for Q3 2025, down 5.3% quarter-over-quarter.
  • 5 funds opened new NACCO Industries positions in Q3 2025 and 2 closed out, a net change of +3 holders.
  • The largest NACCO Industries buyer in Q3 2025 was Ancora Advisors, an estimated $573K added.
  • The largest NACCO Industries seller in Q3 2025 was BlackRock, an estimated $875K sold.

Based on aggregated 13F filings for Q3 2025.