NACCO Industries
82 hedge funds and large institutions have $185M invested in NACCO Industries in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 36 reducing their positions, and 11 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.59% less ownership
Funds ownership: 272.58% → 268.99% (-3.6%)
6% less capital invested
Capital invested by funds: $196M → $185M (-$11.3M)
9% less funds holding
Funds holding: 90 → 82 (-8)
44% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 36
73% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$5.47M |
| 2 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
+$3.35M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$1.55M |
| 4 |
AIM
Allen Investment Management
New York
|
+$338K |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
+$281K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCP
Moab Capital Partners
Southampton,
New York
|
-$3.8M |
| 2 |
JP Morgan Chase
New York
|
-$1.98M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.79M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$1.48M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$955K |
NC Hedge Fund Activity: Q3 2014 in Review
82 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2014, worth a combined $185M — down 5.8% from $196M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of NC and 3 opened new positions — a net loss of 8 holders — while 36 trimmed existing stakes and 20 added.
The largest buyer was Artisan Partners, adding an estimated $5.47M. The largest seller was Moab Capital Partners, exiting entirely with an estimated $3.8M sold.
- 82 institutional investors held NACCO Industries (NC) as of Q3 2014, down from 90 in Q2 2014.
- Funds reported $185M of NACCO Industries stock for Q3 2014, down 5.8% quarter-over-quarter.
- 3 funds opened new NACCO Industries positions in Q3 2014 and 11 closed out, a net change of -8 holders.
- The largest NACCO Industries buyer in Q3 2014 was Artisan Partners, an estimated $5.47M added.
- The largest NACCO Industries seller in Q3 2014 was Moab Capital Partners, an estimated $3.8M sold.
Based on aggregated 13F filings for Q3 2014.