NACCO Industries
59 hedge funds and large institutions have $79.7M invested in NACCO Industries in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
16% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 19
5% more funds holding
Funds holding: 56 → 59 (+3)
2.3% less ownership
Funds ownership: 46.26% → 43.96% (-2.3%)
37% less capital invested
Capital invested by funds: $126M → $79.7M (-$45.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$731K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$667K |
| 3 |
Jane Street
New York
|
+$568K |
| 4 |
Bank of New York Mellon
New York
|
+$501K |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$346K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.24M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.22M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$581K |
| 4 |
Renaissance Technologies
New York
|
-$479K |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$464K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
51
Clearstead Advisors
Cleveland,
Ohio
| $7.6K | -$1.93K | -41 | -17% |
|
|
WT
52
Whittier Trust
South Pasadena,
California
| $2.85K | – | – | – |
|
|
AF
53
Advisornet Financial
Minnetonka,
Minnesota
| $2.09K | – | – | – |
|
|
CWP
54
Concord Wealth Partners
Abingdon,
Virginia
| $1.9K | +$2.35K | +50 | New |
|
55
Citigroup
New York
| $1.1K | -$1.55K | -33 | -53% |
|
56
Osaic Holdings
Scottsdale,
Arizona
| $1K | -$940 | -20 | -40% |
|
|
CCA
57
Column Capital Advisors
Indianapolis,
Indiana
| $722 | – | – | – |
|
58
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $39 | – | – | – |
|
|
HNB
59
Huntington National Bank
Columbus,
Ohio
| $38 | – | – | – |
|
|
C
60
Covestor
London,
United Kingdom
| – | -$2K | -51 | Closed |
|
|
CS
61
Credit Suisse
Zurich,
Switzerland
| – | -$1K | -20 | Closed |
|
NC Hedge Fund Activity: Q4 2022 in Review
59 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2022, worth a combined $79.7M — down 37% from $126M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NC positions and 2 closed out — a net gain of 3 holders — while 22 added to existing stakes and 19 trimmed.
The largest buyer was PNC Financial Services Group, opening a new position worth an estimated $731K. The largest seller was Fidelity Investments, cutting an estimated $6.24M.
- 59 institutional investors held NACCO Industries (NC) as of Q4 2022, up from 56 in Q3 2022.
- Funds reported $79.7M of NACCO Industries stock for Q4 2022, down 37% quarter-over-quarter.
- 5 funds opened new NACCO Industries positions in Q4 2022 and 2 closed out, a net change of +3 holders.
- The largest NACCO Industries buyer in Q4 2022 was PNC Financial Services Group, an estimated $731K added.
- The largest NACCO Industries seller in Q4 2022 was Fidelity Investments, an estimated $6.24M sold.
Based on aggregated 13F filings for Q4 2022.