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NACCO Industries
NC

77 hedge funds and large institutions have $88M invested in NACCO Industries in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

3% more funds holding

Funds holding: 75 → 77 (+2)

0.25% less ownership

Funds ownership: 35.71% → 35.46% (-0.25%)

5% less capital invested

Capital invested by funds: $93M → $88M (-$4.97M)

13% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 23

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
23
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
+$573K
2
Citadel Advisors
Citadel Advisors
Florida
+$245K
3
IA
Inspire Advisors
Idaho
+$224K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$213K
5
Jane Street
Jane Street
New York
+$192K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$875K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$220K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$213K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$157K
5
Renaissance Technologies
Renaissance Technologies
New York
-$135K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFSRSONJ
51
Police & Firemen's Retirement System of New Jersey
New Jersey
$38.7K – – –
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$33.9K +$3.73K +94 +13%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$32.2K – – –
Legal & General Group
54
Legal & General Group
United Kingdom
$15.4K – – –
TRCT
55
Tower Research Capital (TRC)
New York
$13.9K -$49.7K -1,254 -79%
AIP
56
Ameritas Investment Partners
Nebraska
$12.8K – – –
SCM
57
Sterling Capital Management
North Carolina
$11.6K +$6.35K +160 +139%
Citigroup
58
Citigroup
New York
$6.7K -$52.6K -1,325 -89%
AB
59
Amalgamated Bank
New York
$6K – – –
AWM
60
Abound Wealth Management
Tennessee
$5.98K – – –
AAP
61
Arax Advisory Partners
Colorado
$2.66K +$2.5K +63 New
AF
62
Advisornet Financial
Minnesota
$2.32K – – –
AIC
63
Archer Investment Corporation
Indiana
$2.15K – – –
CWP
64
Concord Wealth Partners
Virginia
$2.11K – – –
Optiver Holding
65
Optiver Holding
Netherlands
$2.02K +$1.9K +48 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$2K -$213K -5,378 -99%
C
67
Covestor
United Kingdom
$2K -$159 -4 -10%
GI
68
GAMMA Investing
California
$1.98K +$436 +11 +31%
Comerica Bank
69
Comerica Bank
Texas
$1.9K – – –
SS
70
SBI Securities
Japan
$1.73K – – –
Nisa Investment Advisors
71
Nisa Investment Advisors
Missouri
$1.39K – – –
CFD
72
Creative Financial Designs
Indiana
$854 – – –
EP
73
Essential Partners
California
$295 +$119 +3 +75%
IA
74
IFP Advisors
Florida
$211 +$159 +4 +400%
EWA
75
EverSource Wealth Advisors
Alabama
$126 +$79 +2 +200%
1 2
3
4

NC Hedge Fund Activity: Q3 2025 in Review

77 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2025, worth a combined $88M — down 5.3% from $93M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NC positions and 2 closed out — a net gain of 3 holders — while 20 added to existing stakes and 23 trimmed.

The largest buyer was Ancora Advisors, opening a new position worth an estimated $573K. The largest seller was BlackRock, cutting an estimated $875K.

  • 77 institutional investors held NACCO Industries (NC) as of Q3 2025, up from 75 in Q2 2025.
  • Funds reported $88M of NACCO Industries stock for Q3 2025, down 5.3% quarter-over-quarter.
  • 5 funds opened new NACCO Industries positions in Q3 2025 and 2 closed out, a net change of +3 holders.
  • The largest NACCO Industries buyer in Q3 2025 was Ancora Advisors, an estimated $573K added.
  • The largest NACCO Industries seller in Q3 2025 was BlackRock, an estimated $875K sold.

Based on aggregated 13F filings for Q3 2025.