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NACCO Industries
NC

67 hedge funds and large institutions have $60.3M invested in NACCO Industries in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

14% more funds holding

Funds holding: 59 → 67 (+8)

3.13% less ownership

Funds ownership: 40.12% → 36.99% (-3.1%)

16% less capital invested

Capital invested by funds: $71.4M → $60.3M (-$11.1M)

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

Holders
67
Holders Change
+8
Holders Change %
+13.56%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
17
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.19M
2
Millennium Management
Millennium Management
New York
+$446K
3
Jane Street
Jane Street
New York
+$365K
4
FIA
FNY Investment Advisers
New York
+$235K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$78.1K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.14M
2
LSV Asset Management
LSV Asset Management
Illinois
-$771K
3
PGCM
Prescott Group Capital Management
Oklahoma
-$521K
4
Invesco
Invesco
Georgia
-$438K
5
Renaissance Technologies
Renaissance Technologies
New York
-$264K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$11K -$109K -3,604 -90%
Legal & General Group
52
Legal & General Group
United Kingdom
$8.49K – – –
AIP
53
Ameritas Investment Partners
Nebraska
$8.41K – – –
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$5.45K +$3.92K +129 +190%
AB
55
Amalgamated Bank
New York
$4K – – –
AWM
56
Abound Wealth Management
Tennessee
$3.93K – – –
SSG
57
Summit Securities Group
New York
$3K +$3.04K +100 New
Comerica Bank
58
Comerica Bank
Texas
$1.88K +$2.07K +68 New
AF
59
Advisornet Financial
Minnesota
$1.52K – – –
CWP
60
Concord Wealth Partners
Virginia
$1.38K – – –
Russell Investments Group
61
Russell Investments Group
United Kingdom
$1.25K +$729 +24 +114%
AAP
62
Arax Advisory Partners
Colorado
$582 +$638 +21 New
CPG
63
Cornerstone Planning Group
New Jersey
$552 – – –
AIC
64
Archer Investment Corporation
Indiana
$279 +$304 +10 New
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$30 – – –
HNB
66
Huntington National Bank
Ohio
$28 – – –
Invesco
67
Invesco
Georgia
– -$438K -14,497 Closed
Squarepoint
68
Squarepoint
New York
– -$206K -6,813 Closed
AIG
69
American International Group
New York
– -$62.5K -2,070 Closed
C
70
Covestor
United Kingdom
– -$182 -6 -67%
1 2
3

NC Hedge Fund Activity: Q2 2024 in Review

67 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2024, worth a combined $60.3M — down 16% from $71.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NC positions and 3 closed out — a net gain of 8 holders — while 17 added to existing stakes and 21 trimmed.

The largest buyer was BlackRock, adding an estimated $1.19M. The largest seller was Fidelity Investments, cutting an estimated $5.14M.

  • 67 institutional investors held NACCO Industries (NC) as of Q2 2024, up from 59 in Q1 2024.
  • Funds reported $60.3M of NACCO Industries stock for Q2 2024, down 16% quarter-over-quarter.
  • 11 funds opened new NACCO Industries positions in Q2 2024 and 3 closed out, a net change of +8 holders.
  • The largest NACCO Industries buyer in Q2 2024 was BlackRock, an estimated $1.19M added.
  • The largest NACCO Industries seller in Q2 2024 was Fidelity Investments, an estimated $5.14M sold.

Based on aggregated 13F filings for Q2 2024.