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NACCO Industries
NC

94 hedge funds and large institutions have $112M invested in NACCO Industries in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

8% more funds holding

Funds holding: 87 → 94 (+7)

7% more capital invested

Capital invested by funds: $105M → $112M (+$7.03M)

0.21% less ownership

Funds ownership: 36.23% → 36.02% (-0.21%)

Holders
94
Holders Change
+7
Holders Change %
+8.05%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
28
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
+$2.21M
2
Two Sigma Investments
Two Sigma Investments
New York
+$863K
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$251K
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$241K
5
Deutsche Bank
Deutsche Bank
Germany
+$218K

Top Sellers

Rank Fund Capital Flow
1
M&T Bank
M&T Bank
New York
-$1.05M
2
Renaissance Technologies
Renaissance Technologies
New York
-$320K
3
Millennium Management
Millennium Management
New York
-$305K
4
Barclays
Barclays
United Kingdom
-$281K
5
BlackRock
BlackRock
New York
-$240K
Name Holding Trade Value Shares
Change 		Change in
Stake
RC
26
RBF Capital
California
$895K – – –
Goldman Sachs
27
Goldman Sachs
New York
$665K +$183K +3,551 +38%
N
28
Nuveen
North Carolina
$658K +$5.83K +113 +0.9%
JIC
29
Johnson Investment Counsel
Ohio
$566K -$7.38K -143 -1%
Charles Schwab
30
Charles Schwab
California
$562K -$44.4K -859 -7%
SO
31
STRS Ohio
Ohio
$535K – – –
Morgan Stanley
32
Morgan Stanley
New York
$421K -$141K -2,731 -25%
ETC
33
Exchange Traded Concepts
Oklahoma
$407K +$183K +3,549 +83%
Los Angeles Capital Management
34
Los Angeles Capital Management
California
$382K +$251K +4,869 +196%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$338K – – –
AQR Capital Management
36
AQR Capital Management
Connecticut
$313K +$74.7K +1,446 +32%
Millennium Management
37
Millennium Management
New York
$309K -$305K -5,901 -50%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$270K -$3.51K -68 -1%
Deutsche Bank
39
Deutsche Bank
Germany
$256K +$218K +4,220 +603%
Citadel Advisors
40
Citadel Advisors
Florida
$253K -$70.8K -1,372 -22%
KA
41
Kovack Advisors
Florida
$225K +$8.21K +159 +4%
BAM
42
Byrne Asset Management
New Jersey
$217K +$49.9K +967 +30%
AR
43
Apeiron RIA
Texas
$216K – – –
Invesco
44
Invesco
Georgia
$212K -$37.9K -734 -15%
Bank of America
45
Bank of America
North Carolina
$205K +$3.87K +75 +2%
UBS Group
46
UBS Group
Switzerland
$174K +$41.5K +803 +32%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$170K -$94.4K -1,829 -36%
MIM
48
MetLife Investment Management
New Jersey
$127K – – –
Mirae Asset Global ETFs Holdings
49
Mirae Asset Global ETFs Holdings
Hong Kong
$99.4K +$1.76K +34 +2%
VGA
50
Vanguard Global Advisers
Pennsylvania
$88.6K +$88K +1,705 New
1
2
3 4

NC Hedge Fund Activity: Q1 2026 in Review

94 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q1 2026, worth a combined $112M — up 6.7% from $105M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NC positions and 6 closed out — a net gain of 9 holders — while 28 added to existing stakes and 25 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $2.21M. The largest seller was M&T Bank, exiting entirely with an estimated $1.05M sold.

  • 94 institutional investors held NACCO Industries (NC) as of Q1 2026, up from 87 in Q4 2025.
  • Funds reported $112M of NACCO Industries stock for Q1 2026, up 6.7% quarter-over-quarter.
  • 15 funds opened new NACCO Industries positions in Q1 2026 and 6 closed out, a net change of +9 holders.
  • The largest NACCO Industries buyer in Q1 2026 was Empowered Funds, an estimated $2.21M added.
  • The largest NACCO Industries seller in Q1 2026 was M&T Bank, an estimated $1.05M sold.

Based on aggregated 13F filings for Q1 2026.