We are live on ! Find out more
NC icon

NACCO Industries
NC

62 hedge funds and large institutions have $58.2M invested in NACCO Industries in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 11

3% less capital invested

Capital invested by funds: $60.3M → $58.2M (-$2.09M)

1.54% less ownership

Funds ownership: 36.99% → 35.45% (-1.5%)

7% less funds holding

Funds holding: 67 → 62 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
62
Holders Change
-5
Holders Change %
-7.46%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
27
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$480K
2
BlackRock
BlackRock
New York
+$323K
3
Goldman Sachs
Goldman Sachs
New York
+$311K
4
Renaissance Technologies
Renaissance Technologies
New York
+$308K
5
Morgan Stanley
Morgan Stanley
New York
+$202K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.23M
2
PGCM
Prescott Group Capital Management
Oklahoma
-$334K
3
Jane Street
Jane Street
New York
-$332K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$283K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$238K
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$1.93K – – –
AF
52
Advisornet Financial
Minnesota
$1.56K – – –
CWP
53
Concord Wealth Partners
Virginia
$1.42K – – –
MRCM
54
M&R Capital Management
New Jersey
$1.07K +$1.07K +38 New
Russell Investments Group
55
Russell Investments Group
United Kingdom
$1.02K -$254 -9 -20%
AAP
56
Arax Advisory Partners
Colorado
$596 – – –
CPA
57
Capital Performance Advisors
California
$369 +$367 +13 New
SCM
58
Sterling Capital Management
North Carolina
$369 +$367 +13 New
AIC
59
Archer Investment Corporation
Indiana
$288 – – –
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$31 – – –
HNB
61
Huntington National Bank
Ohio
$28 – – –
Jane Street
62
Jane Street
New York
– -$332K -12,007 Closed
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
– -$283K -10,220 Closed
FIA
64
FNY Investment Advisers
New York
– -$213K -7,721 Closed
AT
65
Arlington Trust
Alabama
– -$68.6K -2,481 Closed
MIM
66
MetLife Investment Management
New Jersey
– -$67K -2,422 Closed
LSV Asset Management
67
LSV Asset Management
Illinois
– -$42K -1,522 Closed
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
– -$5.45K -197 Closed
SSG
69
Summit Securities Group
New York
– -$3K -100 Closed
CPG
70
Cornerstone Planning Group
New Jersey
– -$552 -21 Closed
1 2
3

NC Hedge Fund Activity: Q3 2024 in Review

62 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2024, worth a combined $58.2M — down 3.5% from $60.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NC and 4 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 27 added.

The largest buyer was Millennium Management, adding an estimated $480K. The largest seller was Fidelity Investments, cutting an estimated $4.23M.

  • 62 institutional investors held NACCO Industries (NC) as of Q3 2024, down from 67 in Q2 2024.
  • Funds reported $58.2M of NACCO Industries stock for Q3 2024, down 3.5% quarter-over-quarter.
  • 4 funds opened new NACCO Industries positions in Q3 2024 and 9 closed out, a net change of -5 holders.
  • The largest NACCO Industries buyer in Q3 2024 was Millennium Management, an estimated $480K added.
  • The largest NACCO Industries seller in Q3 2024 was Fidelity Investments, an estimated $4.23M sold.

Based on aggregated 13F filings for Q3 2024.