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NACCO Industries
NC

90 hedge funds and large institutions have $196M invested in NACCO Industries in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.41% less ownership

Funds ownership: 273.99% → 272.58% (-1.4%)

5% less funds holding

Funds holding: 95 → 90 (-5)

8% less capital invested

Capital invested by funds: $213M → $196M (-$16.8M)

29% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 35

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
90
Holders Change
-5
Holders Change %
-5.26%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
25
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ZIG
Zuckerman Investment Group
Illinois
+$6.11M
2
Artisan Partners
Artisan Partners
Wisconsin
+$3.2M
3
Norges Bank
Norges Bank
Norway
+$2.83M
4
KS
Karpas Strategies
Connecticut
+$520K
5
KAM
Keeley Asset Management
Illinois
+$491K

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$2.26M
2
Northern Trust
Northern Trust
Illinois
-$1.44M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$1.17M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.11M
5
AA
Ancora Advisors
Ohio
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jacobs Levy Equity Management
51
Jacobs Levy Equity Management
New Jersey
$319K +$29.1K +2,407 +10%
CS
52
Credit Suisse
Switzerland
$311K -$367K -30,346 -53%
NFA
53
Nationwide Fund Advisors
Ohio
$288K -$425K -35,161 -58%
AllianceBernstein
54
AllianceBernstein
Tennessee
$273K -$33.5K -2,775 -11%
CL
55
CSS LLC
Illinois
$265K – – –
Two Sigma Investments
56
Two Sigma Investments
New York
$256K +$22K +1,821 +9%
Citigroup
57
Citigroup
New York
$255K +$77.3K +6,399 +41%
Two Sigma Advisers
58
Two Sigma Advisers
New York
$249K – – –
Swiss National Bank
59
Swiss National Bank
Switzerland
$248K – – –
MLICM
60
Metropolitan Life Insurance Company (MetLife)
New York
$245K – – –
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$238K -$207K -17,149 -45%
PI
62
Putnam Investments
Massachusetts
$220K +$955 +79 +0.4%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$208K – – –
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$197K – – –
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$172K -$38.8K -3,208 -18%
AIG
66
American International Group
New York
$162K -$798 -66 -0.5%
BA
67
BlackRock Advisors
Delaware
$144K -$18.5K -1,532 -11%
PCM
68
Prelude Capital Management
New York
$121K +$74.1K +6,128 +140%
Barclays
69
Barclays
United Kingdom
$92K +$33K +2,727 +51%
TRCT
70
Tower Research Capital (TRC)
New York
$75K +$78.8K +6,522 New
BG
71
BlackRock Group
United Kingdom
$71K – – –
AAM
72
Advisors Asset Management
Colorado
$57K -$30K -2,486 -34%
KBC Group
73
KBC Group
Belgium
$40K – – –
Wells Fargo
74
Wells Fargo
California
$27K +$8.19K +678 +42%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$25K – – –
1 2
3
4 5

NC Hedge Fund Activity: Q2 2014 in Review

90 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2014, worth a combined $196M — down 7.9% from $213M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of NC and 7 opened new positions — a net loss of 5 holders — while 35 trimmed existing stakes and 25 added.

The largest buyer was Zuckerman Investment Group, adding an estimated $6.11M. The largest seller was State Street, cutting an estimated $2.26M.

  • 90 institutional investors held NACCO Industries (NC) as of Q2 2014, down from 95 in Q1 2014.
  • Funds reported $196M of NACCO Industries stock for Q2 2014, down 7.9% quarter-over-quarter.
  • 7 funds opened new NACCO Industries positions in Q2 2014 and 12 closed out, a net change of -5 holders.
  • The largest NACCO Industries buyer in Q2 2014 was Zuckerman Investment Group, an estimated $6.11M added.
  • The largest NACCO Industries seller in Q2 2014 was State Street, an estimated $2.26M sold.

Based on aggregated 13F filings for Q2 2014.