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NACCO Industries
NC

68 hedge funds and large institutions have $108M invested in NACCO Industries in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $106M → $108M (+$2.16M)

0.77% less ownership

Funds ownership: 60.26% → 59.49% (-0.77%)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

7% less funds holding

Funds holding: 73 → 68 (-5)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
68
Holders Change
-5
Holders Change %
-6.85%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
+$953K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$661K
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$205K
4
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
+$200K
5
AA
Ancora Advisors
Ohio
+$191K

Top Sellers

Rank Fund Capital Flow
1
JIR
James Investment Research
Ohio
-$737K
2
JP Morgan Chase
JP Morgan Chase
New York
-$604K
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$489K
4
Deutsche Bank
Deutsche Bank
Germany
-$422K
5
Millennium Management
Millennium Management
New York
-$360K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
51
Next Financial Group
Texas
$61K – – –
RQS
52
Ramsey Quantitative Systems
Kentucky
$55K – – –
Parallax Volatility Advisers
53
Parallax Volatility Advisers
California
$48K -$8.65K -262 -16%
Citigroup
54
Citigroup
New York
$35K -$4.75K -144 -12%
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$34K – – –
Marshall Wace
56
Marshall Wace
United Kingdom
$32K +$31.6K +956 New
Legal & General Group
57
Legal & General Group
United Kingdom
$18K – – –
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$17K – – –
AIP
59
Ameritas Investment Partners
Nebraska
$10K – – –
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$6K -$660 -20 -11%
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$4.61K +$330 +10 +8%
Barclays
62
Barclays
United Kingdom
$4K -$52.4K -1,586 -94%
HNB
63
Huntington National Bank
Ohio
$3K – – –
WT
64
Whittier Trust
California
$3K – – –
Canada Life
65
Canada Life
Manitoba, Canada
$2K -$264 -8 -10%
AG
66
Advisor Group
Arizona
$2K – – –
Fidelity International
67
Fidelity International
Bermuda
$1K +$132 +4 +25%
BCA
68
Bray Capital Advisors
Florida
$1K +$1.42K +43 New
Assenagon Asset Management
69
Assenagon Asset Management
Luxembourg
– -$489K -14,923 Closed
Millennium Management
70
Millennium Management
New York
– -$360K -10,990 Closed
Two Sigma Investments
71
Two Sigma Investments
New York
– -$323K -9,862 Closed
CWM
72
Cornerstone Wealth Management
Missouri
– -$243K -8,203 Closed
California Public Employees Retirement System
73
California Public Employees Retirement System
California
– -$201K -6,132 Closed
RA
74
Royce & Associates
New York
– -$28K -854 Closed
TRCT
75
Tower Research Capital (TRC)
New York
– -$28K -847 Closed
1 2
3
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NC Hedge Fund Activity: Q4 2018 in Review

68 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2018, worth a combined $108M — up 2% from $106M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NC and 5 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 20 added.

The largest buyer was LSV Asset Management, adding an estimated $953K. The largest seller was James Investment Research, cutting an estimated $737K.

  • 68 institutional investors held NACCO Industries (NC) as of Q4 2018, down from 73 in Q3 2018.
  • Funds reported $108M of NACCO Industries stock for Q4 2018, up 2% quarter-over-quarter.
  • 5 funds opened new NACCO Industries positions in Q4 2018 and 10 closed out, a net change of -5 holders.
  • The largest NACCO Industries buyer in Q4 2018 was LSV Asset Management, an estimated $953K added.
  • The largest NACCO Industries seller in Q4 2018 was James Investment Research, an estimated $737K sold.

Based on aggregated 13F filings for Q4 2018.