NACCO Industries
83 hedge funds and large institutions have $207M invested in NACCO Industries in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
12% more capital invested
Capital invested by funds: $185M → $207M (+$22.5M)
9% more funds holding
Funds holding: 76 → 83 (+7)
4% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 26
0.19% more ownership
Funds ownership: 271.87% → 272.05% (+0.19%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$5.59M |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$1.81M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.48M |
| 4 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
+$901K |
| 5 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
+$569K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$8.7M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$1.55M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$1.5M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$983K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$805K |
NC Hedge Fund Activity: Q2 2015 in Review
83 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2015, worth a combined $207M — up 12% from $185M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new NC positions and 7 closed out — a net gain of 7 holders — while 27 added to existing stakes and 26 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $5.59M. The largest seller was LSV Asset Management, cutting an estimated $8.7M.
- 83 institutional investors held NACCO Industries (NC) as of Q2 2015, up from 76 in Q1 2015.
- Funds reported $207M of NACCO Industries stock for Q2 2015, up 12% quarter-over-quarter.
- 14 funds opened new NACCO Industries positions in Q2 2015 and 7 closed out, a net change of +7 holders.
- The largest NACCO Industries buyer in Q2 2015 was JP Morgan Chase, an estimated $5.59M added.
- The largest NACCO Industries seller in Q2 2015 was LSV Asset Management, an estimated $8.7M sold.
Based on aggregated 13F filings for Q2 2015.