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NACCO Industries
NC

65 hedge funds and large institutions have $89.3M invested in NACCO Industries in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more funds holding

Funds holding: 64 → 65 (+1)

0% more capital invested

Capital invested by funds: $88.9M → $89.3M (+$443K)

0.36% less ownership

Funds ownership: 43.09% → 42.72% (-0.36%)

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
20
Reduced
21
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CFMC
Curbstone Financial Management Corp
New Hampshire
+$1.08M
2
Northern Trust
Northern Trust
Illinois
+$165K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$94.2K
4
GCP
GSA Capital Partners
United Kingdom
+$77.6K
5
EF
Empowered Funds
Pennsylvania
+$69.8K

Top Sellers

Rank Fund Capital Flow
1
PGCM
Prescott Group Capital Management
Oklahoma
-$272K
2
BlackRock
BlackRock
New York
-$245K
3
Millennium Management
Millennium Management
New York
-$227K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$196K
5
Renaissance Technologies
Renaissance Technologies
New York
-$116K
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
51
Amalgamated Bank
New York
$15K – – –
Legal & General Group
52
Legal & General Group
United Kingdom
$14.4K – – –
Russell Investments Group
53
Russell Investments Group
United Kingdom
$11.2K +$1.94K +57 +22%
AIP
54
Ameritas Investment Partners
Nebraska
$10.7K – – –
MLICM
55
Metropolitan Life Insurance Company (MetLife)
New York
$8.8K – – –
Qube Research & Technologies (QRT)
56
Qube Research & Technologies (QRT)
United Kingdom
$5.22K +$5.07K +149 New
AWM
57
Abound Wealth Management
Tennessee
$4.97K – – –
WT
58
Whittier Trust
California
$2.63K – – –
AF
59
Advisornet Financial
Minnesota
$1.93K – – –
CWP
60
Concord Wealth Partners
Virginia
$1.75K – – –
Citigroup
61
Citigroup
New York
$1.05K -$41.7K -1,225 -98%
CCA
62
Column Capital Advisors
Indiana
$561 -$34 -1 -6%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$37 – – –
HNB
64
Huntington National Bank
Ohio
$35 – – –
C
65
Covestor
United Kingdom
– +$272 +8 New
1 2
3

NC Hedge Fund Activity: Q3 2023 in Review

65 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2023, worth a combined $89.3M — up 0.5% from $88.9M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new NC positions and 0 closed out — a net gain of 2 holders — while 20 added to existing stakes and 21 trimmed.

The largest buyer was Curbstone Financial Management Corp, adding an estimated $1.08M. The largest seller was Prescott Group Capital Management, cutting an estimated $272K.

  • 65 institutional investors held NACCO Industries (NC) as of Q3 2023, up from 64 in Q2 2023.
  • Funds reported $89.3M of NACCO Industries stock for Q3 2023, up 0.5% quarter-over-quarter.
  • 2 funds opened new NACCO Industries positions in Q3 2023 and 0 closed out, a net change of +2 holders.
  • The largest NACCO Industries buyer in Q3 2023 was Curbstone Financial Management Corp, an estimated $1.08M added.
  • The largest NACCO Industries seller in Q3 2023 was Prescott Group Capital Management, an estimated $272K sold.

Based on aggregated 13F filings for Q3 2023.