NACCO Industries
51 hedge funds and large institutions have $59.9M invested in NACCO Industries in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 12 closing their positions.
6% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 17
2.16% less ownership
Funds ownership: 49.31% → 47.15% (-2.2%)
15% less funds holding
Funds holding: 60 → 51 (-9)
21% less capital invested
Capital invested by funds: $75.6M → $59.9M (-$15.7M)
75% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$547K |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$344K |
| 3 |
Millennium Management
New York
|
+$305K |
| 4 |
RhumbLine Advisers
Boston,
Massachusetts
|
+$274K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$140K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.38M |
| 2 |
BlackRock
New York
|
-$729K |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$707K |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$341K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$328K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Prudential Financial
Newark,
New Jersey
| – | -$341K | -12,182 | Closed |
|
|
KS
52
Karpas Strategies
Litchfield,
Connecticut
| – | -$259K | -9,240 | Closed |
|
|
TC
53
TAP Consulting
Kirkwood,
Missouri
| – | -$233K | -8,318 | Closed |
|
54
Swiss National Bank
Zurich,
Switzerland
| – | -$173K | -6,200 | Closed |
|
55
New York State Common Retirement Fund
Albany,
New York
| – | -$137K | -4,900 | Closed |
|
|
BGIM
56
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| – | -$86K | -3,062 | Closed |
|
|
WC
57
Winmill & Co
Rochester,
New York
| – | -$84K | -3,000 | Closed |
|
58
Russell Investments Group
London,
United Kingdom
| – | -$56K | -2,011 | Closed |
|
59
Victory Capital Management
San Antonio,
Texas
| – | -$34K | -1,236 | Closed |
|
|
RA
60
Royce & Associates
New York
| – | -$27K | -966 | Closed |
|
61
US Bancorp
Minneapolis,
Minnesota
| – | -$14K | -500 | Closed |
|
|
OSAM
62
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$1K | -18 | Closed |
|
NC Hedge Fund Activity: Q2 2020 in Review
51 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2020, worth a combined $59.9M — down 21% from $75.6M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of NC and 3 opened new positions — a net loss of 9 holders — while 17 trimmed existing stakes and 16 added.
The largest buyer was Vanguard Group, adding an estimated $547K. The largest seller was Fidelity Investments, cutting an estimated $1.38M.
- 51 institutional investors held NACCO Industries (NC) as of Q2 2020, down from 60 in Q1 2020.
- Funds reported $59.9M of NACCO Industries stock for Q2 2020, down 21% quarter-over-quarter.
- 3 funds opened new NACCO Industries positions in Q2 2020 and 12 closed out, a net change of -9 holders.
- The largest NACCO Industries buyer in Q2 2020 was Vanguard Group, an estimated $547K added.
- The largest NACCO Industries seller in Q2 2020 was Fidelity Investments, an estimated $1.38M sold.
Based on aggregated 13F filings for Q2 2020.