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NACCO Industries
NC

80 hedge funds and large institutions have $208M invested in NACCO Industries in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $185M → $208M (+$23.4M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.87% less ownership

Funds ownership: 268.99% → 268.12% (-0.87%)

2% less funds holding

Funds holding: 82 → 80 (-2)

37% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 30

Holders
80
Holders Change
-2
Holders Change %
-2.44%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
19
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
QI
QS Investors
New York
+$1.25M
2
Two Sigma Investments
Two Sigma Investments
New York
+$647K
3
BFA
BlackRock Fund Advisors
California
+$645K
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$540K
5
CFA
Camarda Financial Advisors
Florida
+$344K

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$3.9M
2
Bessemer Group
Bessemer Group
New Jersey
-$1.89M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.36M
4
Artisan Partners
Artisan Partners
Wisconsin
-$1.24M
5
Goldman Sachs
Goldman Sachs
New York
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$286K -$228K -17,692 -46%
AllianceBernstein
52
AllianceBernstein
Tennessee
$285K – – –
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$279K – – –
Morgan Stanley
54
Morgan Stanley
New York
$260K -$128K -9,980 -34%
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$244K – – –
MLICM
56
Metropolitan Life Insurance Company (MetLife)
New York
$225K -$59.1K -4,596 -22%
Nomura Holdings
57
Nomura Holdings
Japan
$223K -$92K -7,156 -30%
VOYA Investment Management
58
VOYA Investment Management
Georgia
$223K +$211K +16,414 New
Los Angeles Capital Management
59
Los Angeles Capital Management
California
$207K +$196K +15,276 New
AIG
60
American International Group
New York
$182K -$7.04K -547 -4%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$160K – – –
BA
62
BlackRock Advisors
Delaware
$150K -$14.2K -1,103 -9%
KBC Group
63
KBC Group
Belgium
$143K +$135K +10,518 New
BG
64
BlackRock Group
United Kingdom
$83K – – –
PCM
65
Prelude Capital Management
New York
$78K +$57.4K +4,465 +340%
Legal & General Group
66
Legal & General Group
United Kingdom
$56K – – –
Barclays
67
Barclays
United Kingdom
$39K +$17.2K +1,339 +87%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$30K – – –
Wells Fargo
69
Wells Fargo
California
$23K +$64 +5 +0.3%
DOA
70
D'Orazio & Associates
Virginia
$18K – – –
Canada Life
71
Canada Life
Manitoba, Canada
$17K – – –
BlackRock
72
BlackRock
New York
$12K – – –
JIR
73
James Investment Research
Ohio
$12K – – –
WT
74
Whittier Trust
California
$10K – – –
Teacher Retirement System of Texas
75
Teacher Retirement System of Texas
Texas
$8K -$1.74K -135 -18%
1 2
3
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NC Hedge Fund Activity: Q4 2014 in Review

80 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2014, worth a combined $208M — up 13% from $185M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NC positions and 8 closed out — a net gain of 1 holder — while 19 added to existing stakes and 30 trimmed.

The largest buyer was QS Investors, opening a new position worth an estimated $1.25M. The largest seller was Norges Bank, exiting entirely with an estimated $3.9M sold.

  • 80 institutional investors held NACCO Industries (NC) as of Q4 2014, down from 82 in Q3 2014.
  • Funds reported $208M of NACCO Industries stock for Q4 2014, up 13% quarter-over-quarter.
  • 9 funds opened new NACCO Industries positions in Q4 2014 and 8 closed out, a net change of +1 holder.
  • The largest NACCO Industries buyer in Q4 2014 was QS Investors, an estimated $1.25M added.
  • The largest NACCO Industries seller in Q4 2014 was Norges Bank, an estimated $3.9M sold.

Based on aggregated 13F filings for Q4 2014.