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NACCO Industries
NC

87 hedge funds and large institutions have $304M invested in NACCO Industries in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $258M → $304M (+$46M)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% more funds holding

Funds holding: 86 → 87 (+1)

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5.91% less ownership

Funds ownership: 302.55% → 296.64% (-5.9%)

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
28
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.69M
2
CFMC
Curbstone Financial Management Corp
New Hampshire
+$1.36M
3
OAM
Oxford Asset Management
United Kingdom
+$1.27M
4
Two Sigma Investments
Two Sigma Investments
New York
+$768K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$498K

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$7.29M
2
OCM
Oaktree Capital Management
California
-$3.29M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.71M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$704K
5
AllianceBernstein
AllianceBernstein
Tennessee
-$610K
Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
51
HL Financial Services
Kentucky
$558K – – –
Swiss National Bank
52
Swiss National Bank
Switzerland
$515K – – –
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$500K +$2.17K +131 +0.5%
Ohio Public Employees Retirement System (OPERS)
54
Ohio Public Employees Retirement System (OPERS)
Ohio
$490K +$10.8K +656 +3%
AA
55
Ancora Advisors
Ohio
$439K +$371K +22,410 New
CS
56
Credit Suisse
Switzerland
$437K +$368K +22,279 New
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$420K – – –
Wells Fargo
58
Wells Fargo
California
$413K +$109K +6,596 +46%
Fuller & Thaler Asset Management
59
Fuller & Thaler Asset Management
California
$395K – – –
MLICM
60
Metropolitan Life Insurance Company (MetLife)
New York
$276K – – –
Citadel Advisors
61
Citadel Advisors
Florida
$273K +$230K +13,932 New
AIG
62
American International Group
New York
$234K +$14.8K +893 +8%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$227K +$24.5K +1,479 +15%
VOYA Investment Management
64
VOYA Investment Management
Georgia
$220K +$185K +11,209 New
SO
65
STRS Ohio
Ohio
$156K -$36.2K -2,189 -6%
FDCDDQ
66
Federation des caisses Desjardins du Quebec
Quebec, Canada
$141K – – –
Legal & General Group
67
Legal & General Group
United Kingdom
$105K +$12.3K +744 +16%
Parallax Volatility Advisers
68
Parallax Volatility Advisers
California
$91K +$77.1K +4,662 New
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$88K – – –
Citigroup
70
Citigroup
New York
$85K -$1.82K -110 -2%
BGIM
71
Brandywine Global Investment Management
Pennsylvania
$75K -$3.56K -215 -1%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$67K -$6.67K -403 -11%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$67K -$13.3K -805 -5%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$43K – – –
TRCT
75
Tower Research Capital (TRC)
New York
$38K -$1.39K -84 -4%
1 2
3
4

NC Hedge Fund Activity: Q3 2017 in Review

87 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2017, worth a combined $304M — up 18% from $258M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NC positions and 7 closed out — a net gain of 1 holder — while 28 added to existing stakes and 26 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $3.69M. The largest seller was PNC Financial Services Group, cutting an estimated $7.29M.

  • 87 institutional investors held NACCO Industries (NC) as of Q3 2017, up from 86 in Q2 2017.
  • Funds reported $304M of NACCO Industries stock for Q3 2017, up 18% quarter-over-quarter.
  • 8 funds opened new NACCO Industries positions in Q3 2017 and 7 closed out, a net change of +1 holder.
  • The largest NACCO Industries buyer in Q3 2017 was Fidelity Investments, an estimated $3.69M added.
  • The largest NACCO Industries seller in Q3 2017 was PNC Financial Services Group, an estimated $7.29M sold.

Based on aggregated 13F filings for Q3 2017.