NACCO Industries
62 hedge funds and large institutions have $102M invested in NACCO Industries in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 4 closing their positions.
325% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 4
100% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 11
27% more funds holding
Funds holding: 49 → 62 (+13)
8% more capital invested
Capital invested by funds: $94.8M → $102M (+$7.43M)
3.82% more ownership
Funds ownership: 43% → 46.82% (+3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$8.53M |
| 2 |
State Street
Boston,
Massachusetts
|
+$2.38M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.7M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.47M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.69M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$777K |
| 3 |
Millennium Management
New York
|
-$505K |
| 4 |
Two Sigma Investments
New York
|
-$485K |
| 5 |
CC
Corton Capital
Carrying Place,
Ontario, Canada
|
-$341K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $7K | – | – | – |
|
|
WT
52
Whittier Trust
South Pasadena,
California
| $3K | – | – | – |
|
|
CWP
53
Concord Wealth Partners
Abingdon,
Virginia
| $2K | – | – | – |
|
54
Osaic Holdings
Scottsdale,
Arizona
| $2K | – | – | – |
|
|
AF
55
Advisornet Financial
Minnetonka,
Minnesota
| $2K | +$2.62K | +55 | New |
|
56
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | -$1.72K | -36 | -61% |
|
|
EI
57
Ellevest Inc
New York
| $1K | -$1.62K | -34 | -61% |
|
|
CCA
58
Column Capital Advisors
Indianapolis,
Indiana
| $1K | – | – | – |
|
|
CS
59
Credit Suisse
Zurich,
Switzerland
| $1K | +$906 | +19 | New |
|
|
60
Millennium Management
New York
| – | -$505K | -12,878 | Closed |
|
|
CC
61
Corton Capital
Carrying Place,
Ontario, Canada
| – | -$341K | -8,686 | Closed |
|
62
D.E. Shaw & Co
New York
| – | -$320K | -8,152 | Closed |
|
|
C
63
Covestor
London,
United Kingdom
| – | -$191 | -4 | -80% |
|
NC Hedge Fund Activity: Q2 2022 in Review
62 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2022, worth a combined $102M — up 7.8% from $94.8M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new NC positions and 4 closed out — a net gain of 13 holders — while 22 added to existing stakes and 11 trimmed.
The largest buyer was BlackRock, adding an estimated $8.53M. The largest seller was Fidelity Investments, cutting an estimated $7.69M.
- 62 institutional investors held NACCO Industries (NC) as of Q2 2022, up from 49 in Q1 2022.
- Funds reported $102M of NACCO Industries stock for Q2 2022, up 7.8% quarter-over-quarter.
- 17 funds opened new NACCO Industries positions in Q2 2022 and 4 closed out, a net change of +13 holders.
- The largest NACCO Industries buyer in Q2 2022 was BlackRock, an estimated $8.53M added.
- The largest NACCO Industries seller in Q2 2022 was Fidelity Investments, an estimated $7.69M sold.
Based on aggregated 13F filings for Q2 2022.