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NACCO Industries
NC

75 hedge funds and large institutions have $93M invested in NACCO Industries in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

32% more capital invested

Capital invested by funds: $70.5M → $93M (+$22.5M)

10% more funds holding

Funds holding: 68 → 75 (+7)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

0.12% more ownership

Funds ownership: 35.6% → 35.71% (+0.12%)

Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SBH
Segall Bryant & Hamill
Illinois
+$1.08M
2
M&T Bank
M&T Bank
New York
+$779K
3
MA
Mudita Advisors
United Kingdom
+$226K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$180K
5
PMAM
Penn Mutual Asset Management
Pennsylvania
+$149K

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$844K
2
BlackRock
BlackRock
New York
-$521K
3
Goldman Sachs
Goldman Sachs
New York
-$292K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$183K
5
Millennium Management
Millennium Management
New York
-$133K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$33.8K +$2.65K +73 +11%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$31.5K +$6.02K +166 +30%
Deutsche Bank
53
Deutsche Bank
Germany
$31K – – –
Legal & General Group
54
Legal & General Group
United Kingdom
$16.2K +$2.14K +59 +19%
AIP
55
Ameritas Investment Partners
Nebraska
$13.5K – – –
AWM
56
Abound Wealth Management
Tennessee
$6.29K – – –
AB
57
Amalgamated Bank
New York
$6K – – –
SCM
58
Sterling Capital Management
North Carolina
$5.1K +$1.63K +45 +64%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$4.79K -$1.78K -49 -31%
Raymond James Financial
60
Raymond James Financial
Florida
$3.32K +$2.72K +75 New
AF
61
Advisornet Financial
Minnesota
$2.44K – – –
AIC
62
Archer Investment Corporation
Indiana
$2.24K +$1.49K +41 +410%
CWP
63
Concord Wealth Partners
Virginia
$2.22K – – –
C
64
Covestor
United Kingdom
$2K +$1.34K +37 +925%
Comerica Bank
65
Comerica Bank
Texas
$1.99K – – –
SS
66
SBI Securities
Japan
$1.82K – – –
GI
67
GAMMA Investing
California
$1.59K +$761 +21 +140%
Nisa Investment Advisors
68
Nisa Investment Advisors
Missouri
$1.46K – – –
CFD
69
Creative Financial Designs
Indiana
$892 +$725 +20 New
PWM
70
Parkworth Wealth Management
California
$354 +$290 +8 New
IA
71
IFP Advisors
Florida
$310 – – –
EP
72
Essential Partners
California
$177 +$145 +4 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$49 – – –
HNB
74
Huntington National Bank
Ohio
$44 – – –
EWA
75
EverSource Wealth Advisors
Alabama
$44 +$36 +1 New
1 2
3
4

NC Hedge Fund Activity: Q2 2025 in Review

75 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2025, worth a combined $93M — up 32% from $70.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NC positions and 3 closed out — a net gain of 7 holders — while 24 added to existing stakes and 22 trimmed.

The largest buyer was Segall Bryant & Hamill, opening a new position worth an estimated $1.08M. The largest seller was PNC Financial Services Group, cutting an estimated $844K.

  • 75 institutional investors held NACCO Industries (NC) as of Q2 2025, up from 68 in Q1 2025.
  • Funds reported $93M of NACCO Industries stock for Q2 2025, up 32% quarter-over-quarter.
  • 10 funds opened new NACCO Industries positions in Q2 2025 and 3 closed out, a net change of +7 holders.
  • The largest NACCO Industries buyer in Q2 2025 was Segall Bryant & Hamill, an estimated $1.08M added.
  • The largest NACCO Industries seller in Q2 2025 was PNC Financial Services Group, an estimated $844K sold.

Based on aggregated 13F filings for Q2 2025.