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NACCO Industries
NC

64 hedge funds and large institutions have $88.9M invested in NACCO Industries in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 63 → 64 (+1)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

7.26% less ownership

Funds ownership: 50.35% → 43.09% (-7.3%)

18% less capital invested

Capital invested by funds: $108M → $88.9M (-$19.1M)

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
+$814K
2
BlackRock
BlackRock
New York
+$324K
3
Squarepoint
Squarepoint
New York
+$299K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$249K
5
State Street
State Street
Massachusetts
+$136K

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$16.1M
2
Jane Street
Jane Street
New York
-$290K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$199K
4
PGCM
Prescott Group Capital Management
Oklahoma
-$198K
5
Renaissance Technologies
Renaissance Technologies
New York
-$161K
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
51
Byrne Asset Management
New Jersey
$21K +$684 +20 +3%
AB
52
Amalgamated Bank
New York
$15K – – –
TRCT
53
Tower Research Capital (TRC)
New York
$14.6K +$3.04K +89 +27%
Legal & General Group
54
Legal & General Group
United Kingdom
$14.3K +$2.43K +71 +21%
AIP
55
Ameritas Investment Partners
Nebraska
$10.5K – – –
Russell Investments Group
56
Russell Investments Group
United Kingdom
$9.12K +$8.99K +263 New
MLICM
57
Metropolitan Life Insurance Company (MetLife)
New York
$8.7K – – –
AWM
58
Abound Wealth Management
Tennessee
$4.92K +$4.85K +142 New
WT
59
Whittier Trust
California
$2.6K – – –
AF
60
Advisornet Financial
Minnesota
$1.91K – – –
CWP
61
Concord Wealth Partners
Virginia
$1.73K – – –
CCA
62
Column Capital Advisors
Indiana
$589 -$68 -2 -11%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$36 – – –
HNB
64
Huntington National Bank
Ohio
$35 – – –
Jane Street
65
Jane Street
New York
– -$290K -8,037 Closed
EI
66
Ellevest Inc
New York
– -$84.5K -2,344 Closed
GCM
67
Gladius Capital Management
Illinois
– -$34.7K -961 Closed
US Bancorp
68
US Bancorp
Minnesota
– -$613 -17 Closed
2L
69
25 LLC
Missouri
– -$444 -14 Closed
1 2
3

NC Hedge Fund Activity: Q2 2023 in Review

64 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2023, worth a combined $88.9M — down 18% from $108M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NC positions and 5 closed out — a net gain of 1 holder — while 22 added to existing stakes and 22 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $814K. The largest seller was PNC Financial Services Group, cutting an estimated $16.1M.

  • 64 institutional investors held NACCO Industries (NC) as of Q2 2023, up from 63 in Q1 2023.
  • Funds reported $88.9M of NACCO Industries stock for Q2 2023, down 18% quarter-over-quarter.
  • 6 funds opened new NACCO Industries positions in Q2 2023 and 5 closed out, a net change of +1 holder.
  • The largest NACCO Industries buyer in Q2 2023 was Empowered Funds, an estimated $814K added.
  • The largest NACCO Industries seller in Q2 2023 was PNC Financial Services Group, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2023.