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NACCO Industries
NC

73 hedge funds and large institutions have $133M invested in NACCO Industries in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

0.19% less ownership

Funds ownership: 52.62% → 52.44% (-0.19%)

5% less funds holding

Funds holding: 77 → 73 (-4)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

27% less capital invested

Capital invested by funds: $182M → $133M (-$48.9M)

Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$1.41M
2
PAM
Panagora Asset Management
Massachusetts
+$773K
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$622K
4
Goldman Sachs
Goldman Sachs
New York
+$511K
5
NA
Navellier & Associates
Nevada
+$349K

Top Sellers

Rank Fund Capital Flow
1
MSL
Mackay Shields LLC
New York
-$1.11M
2
N
Nuveen
North Carolina
-$811K
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$569K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$555K
5
OAM
Oxford Asset Management
United Kingdom
-$497K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$69K -$47.2K -890 -37%
Citigroup
52
Citigroup
New York
$48K +$22.1K +416 +69%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$47K – – –
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$42.6K +$16.2K +306 +51%
RA
55
Royce & Associates
New York
$39K -$743 -14 -2%
PCM
56
Prelude Capital Management
New York
$34K +$10.6K +200 +38%
KBC Group
57
KBC Group
Belgium
$32K – – –
Legal & General Group
58
Legal & General Group
United Kingdom
$32K – – –
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$27K +$7.43K +140 +32%
US Bancorp
60
US Bancorp
Minnesota
$23K +$26.5K +500 New
Canada Life
61
Canada Life
Manitoba, Canada
$23K +$26.9K +507 New
FMII
62
Farmers & Merchants Investments Inc
Nebraska
$19K +$21.2K +400 New
AIP
63
Ameritas Investment Partners
Nebraska
$14K – – –
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$9K -$16.8K -316 -63%
Lazard Asset Management
65
Lazard Asset Management
New York
$8K – – –
SSB
66
Sandy Spring Bank
Maryland
$8K – – –
OSAM
67
O'Shaughnessy Asset Management
Connecticut
$7K +$8.12K +153 New
HNB
68
Huntington National Bank
Ohio
$5K – – –
WT
69
Whittier Trust
California
$4K – – –
AG
70
Advisor Group
Arizona
$2K – – –
Fidelity International
71
Fidelity International
Bermuda
$1K -$796 -15 -48%
MSL
72
Mackay Shields LLC
New York
– -$1.11M -17,425 Closed
Acadian Asset Management
73
Acadian Asset Management
Massachusetts
– -$569K -8,905 Closed
OAM
74
Oxford Asset Management
United Kingdom
– -$497K -7,781 Closed
Wellington Management Group
75
Wellington Management Group
Massachusetts
– -$445K -6,969 Closed
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3
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NC Hedge Fund Activity: Q4 2019 in Review

73 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2019, worth a combined $133M — down 27% from $182M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of NC and 9 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 23 added.

The largest buyer was Renaissance Technologies, adding an estimated $1.41M. The largest seller was Mackay Shields LLC, exiting entirely with an estimated $1.11M sold.

  • 73 institutional investors held NACCO Industries (NC) as of Q4 2019, down from 77 in Q3 2019.
  • Funds reported $133M of NACCO Industries stock for Q4 2019, down 27% quarter-over-quarter.
  • 9 funds opened new NACCO Industries positions in Q4 2019 and 12 closed out, a net change of -3 holders.
  • The largest NACCO Industries buyer in Q4 2019 was Renaissance Technologies, an estimated $1.41M added.
  • The largest NACCO Industries seller in Q4 2019 was Mackay Shields LLC, an estimated $1.11M sold.

Based on aggregated 13F filings for Q4 2019.