NACCO Industries
43 hedge funds and large institutions have $61.8M invested in NACCO Industries in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 9 closing their positions.
1% more capital invested
Capital invested by funds: $61.1M → $61.8M (+$705K)
2.11% less ownership
Funds ownership: 44.65% → 42.53% (-2.1%)
4% less funds holding
Funds holding: 45 → 43 (-2)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
60% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MG
Magnolia Group
Omaha,
Nebraska
|
+$4.82M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.77M |
| 3 |
Millennium Management
New York
|
+$645K |
| 4 |
HF
HRT Financial
New York
|
+$270K |
| 5 |
E
Ergoteles
New York
|
+$261K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$4.72M |
| 2 |
State Street
Boston,
Massachusetts
|
-$1.3M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$722K |
| 4 |
Renaissance Technologies
New York
|
-$614K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$608K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$25 | +1 | New |
|
NC Hedge Fund Activity: Q2 2021 in Review
43 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2021, worth a combined $61.8M — up 1.2% from $61.1M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of NC and 7 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 8 added.
The largest buyer was Magnolia Group, opening a new position worth an estimated $4.82M. The largest seller was BlackRock, cutting an estimated $4.72M.
- 43 institutional investors held NACCO Industries (NC) as of Q2 2021, down from 45 in Q1 2021.
- Funds reported $61.8M of NACCO Industries stock for Q2 2021, up 1.2% quarter-over-quarter.
- 7 funds opened new NACCO Industries positions in Q2 2021 and 9 closed out, a net change of -2 holders.
- The largest NACCO Industries buyer in Q2 2021 was Magnolia Group, an estimated $4.82M added.
- The largest NACCO Industries seller in Q2 2021 was BlackRock, an estimated $4.72M sold.
Based on aggregated 13F filings for Q2 2021.