NACCO Industries
56 hedge funds and large institutions have $126M invested in NACCO Industries in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 8 closing their positions.
23% more capital invested
Capital invested by funds: $102M → $126M (+$23.3M)
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
0.55% less ownership
Funds ownership: 46.82% → 46.26% (-0.55%)
10% less funds holding
Funds holding: 62 → 56 (-6)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$1.13M |
| 2 |
BlackRock
New York
|
+$1.02M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$637K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$612K |
| 5 |
Bank of New York Mellon
New York
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$1.73M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$615K |
| 3 |
MP
McDonald Partners
Cleveland,
Ohio
|
-$425K |
| 4 |
Two Sigma Investments
New York
|
-$403K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$290K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Osaic Holdings
Scottsdale,
Arizona
| $2K | – | – | – |
|
|
C
52
Covestor
London,
United Kingdom
| $2K | +$2.18K | +50 | +5,000% |
|
|
CCA
53
Column Capital Advisors
Indianapolis,
Indiana
| $1K | – | – | – |
|
|
CS
54
Credit Suisse
Zurich,
Switzerland
| $1K | +$44 | +1 | +5% |
|
|
MP
55
McDonald Partners
Cleveland,
Ohio
| – | -$425K | -11,220 | Closed |
|
|
56
Two Sigma Investments
New York
| – | -$403K | -10,632 | Closed |
|
|
57
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$290K | -7,643 | Closed |
|
|
CSS
58
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$231K | -6,097 | Closed |
|
|
JF
59
Jump Financial
Chicago,
Illinois
| – | -$213K | -5,600 | Closed |
|
|
PHK
60
Point72 Hong Kong
Hong Kong
| – | -$8K | -215 | Closed |
|
61
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$7K | -184 | Closed |
|
|
CWP
62
Concord Wealth Partners
Abingdon,
Virginia
| – | -$2K | -50 | Closed |
|
NC Hedge Fund Activity: Q3 2022 in Review
56 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2022, worth a combined $126M — up 23% from $102M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of NC and 3 opened new positions — a net loss of 5 holders — while 17 trimmed existing stakes and 20 added.
The largest buyer was AQR Capital Management, adding an estimated $1.13M. The largest seller was Renaissance Technologies, cutting an estimated $1.73M.
- 56 institutional investors held NACCO Industries (NC) as of Q3 2022, down from 62 in Q2 2022.
- Funds reported $126M of NACCO Industries stock for Q3 2022, up 23% quarter-over-quarter.
- 3 funds opened new NACCO Industries positions in Q3 2022 and 8 closed out, a net change of -5 holders.
- The largest NACCO Industries buyer in Q3 2022 was AQR Capital Management, an estimated $1.13M added.
- The largest NACCO Industries seller in Q3 2022 was Renaissance Technologies, an estimated $1.73M sold.
Based on aggregated 13F filings for Q3 2022.