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NACCO Industries
NC

73 hedge funds and large institutions have $144M invested in NACCO Industries in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

37% more capital invested

Capital invested by funds: $105M → $144M (+$38.5M)

1% more funds holding

Funds holding: 72 → 73 (+1)

0.29% more ownership

Funds ownership: 50.74% → 51.03% (+0.29%)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
24
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.62M
2
Renaissance Technologies
Renaissance Technologies
New York
+$1.33M
3
Wells Fargo
Wells Fargo
California
+$957K
4
N
Nuveen
North Carolina
+$855K
5
MSL
Mackay Shields LLC
New York
+$753K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$5.38M
2
State Street
State Street
Massachusetts
-$1.54M
3
KCM
Kennedy Capital Management
Missouri
-$1.01M
4
PPA
Parametric Portfolio Associates
Washington
-$458K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$350K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
51
American International Group
New York
$122K -$2.71K -58 -2%
NFG
52
Next Financial Group
Texas
$94K – – –
AG
53
Aperio Group
California
$71K +$63.7K +1,365 New
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$52K – – –
Citigroup
55
Citigroup
New York
$49K -$327 -7 -0.7%
Legal & General Group
56
Legal & General Group
United Kingdom
$36K +$7.47K +160 +30%
KBC Group
57
KBC Group
Belgium
$36K +$32.1K +687 New
PCM
58
Prelude Capital Management
New York
$35K +$17.8K +382 +127%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$33K -$31.8K -682 -52%
RA
60
Royce & Associates
New York
$29K -$10K -215 -28%
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$27.6K -$11.9K -254 -32%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$26K – – –
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$21K +$13.1K +280 +228%
AIP
64
Ameritas Investment Partners
Nebraska
$16K – – –
Federated Hermes
65
Federated Hermes
Pennsylvania
$15K +$7.1K +152 +113%
SSB
66
Sandy Spring Bank
Maryland
$9K +$8.45K +181 New
HNB
67
Huntington National Bank
Ohio
$5K – – –
Canada Life
68
Canada Life
Manitoba, Canada
$5K +$981 +21 +28%
WT
69
Whittier Trust
California
$4K – – –
AG
70
Advisor Group
Arizona
$3K – – –
PCP
71
Proficio Capital Partners
Massachusetts
$3K +$2.48K +53 New
BCA
72
Bray Capital Advisors
Florida
$2K – – –
Fidelity International
73
Fidelity International
Bermuda
$2K – – –
KCM
74
Kennedy Capital Management
Missouri
– -$1.01M -26,333 Closed
PPA
75
Parametric Portfolio Associates
Washington
– -$458K -11,983 Closed
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NC Hedge Fund Activity: Q2 2019 in Review

73 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2019, worth a combined $144M — up 37% from $105M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NC positions and 5 closed out — a net gain of 6 holders — while 24 added to existing stakes and 26 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $6.62M. The largest seller was JP Morgan Chase, cutting an estimated $5.38M.

  • 73 institutional investors held NACCO Industries (NC) as of Q2 2019, up from 72 in Q1 2019.
  • Funds reported $144M of NACCO Industries stock for Q2 2019, up 37% quarter-over-quarter.
  • 11 funds opened new NACCO Industries positions in Q2 2019 and 5 closed out, a net change of +6 holders.
  • The largest NACCO Industries buyer in Q2 2019 was Fidelity Investments, an estimated $6.62M added.
  • The largest NACCO Industries seller in Q2 2019 was JP Morgan Chase, an estimated $5.38M sold.

Based on aggregated 13F filings for Q2 2019.