NACCO Industries
47 hedge funds and large institutions have $43.7M invested in NACCO Industries in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 25 reducing their positions, and 8 closing their positions.
3.15% less ownership
Funds ownership: 47.15% → 44% (-3.2%)
8% less funds holding
Funds holding: 51 → 47 (-4)
27% less capital invested
Capital invested by funds: $59.9M → $43.7M (-$16.1M)
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
68% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
+$340K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$183K |
| 3 |
JP Morgan Chase
New York
|
+$74.6K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$54.8K |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$43K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$915K |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$463K |
| 3 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$380K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$364K |
| 5 |
Renaissance Technologies
New York
|
-$295K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
51
Ancora Advisors
Cleveland,
Ohio
| – | -$200K | -8,567 | Closed |
|
|
SO
52
STRS Ohio
Columbus,
Ohio
| – | -$179K | -7,700 | Closed |
|
53
Lazard Asset Management
New York
| – | -$12K | -550 | Closed |
|
54
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$1K | -47 | Closed |
|
NC Hedge Fund Activity: Q3 2020 in Review
47 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2020, worth a combined $43.7M — down 27% from $59.9M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of NC and 4 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 8 added.
The largest buyer was Invenomic Capital Management, opening a new position worth an estimated $340K. The largest seller was Fidelity Investments, cutting an estimated $915K.
- 47 institutional investors held NACCO Industries (NC) as of Q3 2020, down from 51 in Q2 2020.
- Funds reported $43.7M of NACCO Industries stock for Q3 2020, down 27% quarter-over-quarter.
- 4 funds opened new NACCO Industries positions in Q3 2020 and 8 closed out, a net change of -4 holders.
- The largest NACCO Industries buyer in Q3 2020 was Invenomic Capital Management, an estimated $340K added.
- The largest NACCO Industries seller in Q3 2020 was Fidelity Investments, an estimated $915K sold.
Based on aggregated 13F filings for Q3 2020.