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NACCO Industries
NC

96 hedge funds and large institutions have $250M invested in NACCO Industries in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $229M → $250M (+$20.8M)

7% more funds holding

Funds holding: 90 → 96 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.52% less ownership

Funds ownership: 281.58% → 278.06% (-3.5%)

45% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 42

Holders
96
Holders Change
+6
Holders Change %
+6.67%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
23
Reduced
42
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WC
Walthausen & Co
New York
+$3.45M
2
Bessemer Group
Bessemer Group
New Jersey
+$1.98M
3
MLIM
Mountain Lake Investment Management
Florida
+$1.51M
4
ZIG
Zuckerman Investment Group
Illinois
+$1.38M
5
GAM
Gotham Asset Management
New York
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
OSAM
O'Shaughnessy Asset Management
Connecticut
-$2.41M
2
Bank of America
Bank of America
North Carolina
-$1.74M
3
U
UBS
Switzerland
-$1.56M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.53M
5
Morgan Stanley
Morgan Stanley
New York
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
QI
51
QS Investors
New York
$460K -$626K -46,396 -59%
U
52
UBS
Switzerland
$440K -$1.56M -115,994 -79%
AG
53
Algert Global
California
$437K -$24.2K -1,795 -6%
AllianceBernstein
54
AllianceBernstein
Tennessee
$425K -$54.2K -4,019 -12%
TA
55
Teachers Advisors
New York
$425K – – –
Citigroup
56
Citigroup
New York
$380K +$200K +14,842 +125%
Two Sigma Investments
57
Two Sigma Investments
New York
$375K +$130K +9,625 +57%
Jacobs Levy Equity Management
58
Jacobs Levy Equity Management
New Jersey
$369K -$2.95K -219 -0.8%
Barclays
59
Barclays
United Kingdom
$355K +$59.9K +4,443 +22%
NFA
60
Nationwide Fund Advisors
Ohio
$350K -$18.2K -1,353 -5%
CL
61
CSS LLC
Illinois
$326K +$310K +22,966 New
MLICM
62
Metropolitan Life Insurance Company (MetLife)
New York
$301K +$6.67K +495 +2%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$292K -$63.6K -4,718 -19%
PI
64
Putnam Investments
Massachusetts
$275K -$6.61K -490 -2%
Two Sigma Advisers
65
Two Sigma Advisers
New York
$269K – – –
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$256K -$160K -11,901 -40%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$256K – – –
Swiss National Bank
68
Swiss National Bank
Switzerland
$249K – – –
GMIM
69
General Motors Investment Management
New York
$241K – – –
CCMH
70
Cornerstone Capital Management Holdings
New York
$234K -$92.5K -6,864 -29%
VOYA Investment Management
71
VOYA Investment Management
Georgia
$233K – – –
Los Angeles Capital Management
72
Los Angeles Capital Management
California
$231K +$220K +16,282 New
Deutsche Bank
73
Deutsche Bank
Germany
$219K -$1.16M -85,776 -85%
Renaissance Technologies
74
Renaissance Technologies
New York
$211K +$201K +14,882 New
BA
75
BlackRock Advisors
Delaware
$198K +$6.55K +486 +4%
1 2
3
4 5

NC Hedge Fund Activity: Q4 2013 in Review

96 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2013, worth a combined $250M — up 9.1% from $229M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NC positions and 7 closed out — a net gain of 6 holders — while 23 added to existing stakes and 42 trimmed.

The largest buyer was Walthausen & Co, opening a new position worth an estimated $3.45M. The largest seller was O'Shaughnessy Asset Management, cutting an estimated $2.41M.

  • 96 institutional investors held NACCO Industries (NC) as of Q4 2013, up from 90 in Q3 2013.
  • Funds reported $250M of NACCO Industries stock for Q4 2013, up 9.1% quarter-over-quarter.
  • 13 funds opened new NACCO Industries positions in Q4 2013 and 7 closed out, a net change of +6 holders.
  • The largest NACCO Industries buyer in Q4 2013 was Walthausen & Co, an estimated $3.45M added.
  • The largest NACCO Industries seller in Q4 2013 was O'Shaughnessy Asset Management, an estimated $2.41M sold.

Based on aggregated 13F filings for Q4 2013.