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NACCO Industries
NC

82 hedge funds and large institutions have $185M invested in NACCO Industries in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.59% less ownership

Funds ownership: 272.58% → 268.99% (-3.6%)

6% less capital invested

Capital invested by funds: $196M → $185M (-$11.3M)

9% less funds holding

Funds holding: 90 → 82 (-8)

44% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 36

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11

Holders
82
Holders Change
-8
Holders Change %
-8.89%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
20
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Artisan Partners
Artisan Partners
Wisconsin
+$5.47M
2
ZIG
Zuckerman Investment Group
Illinois
+$3.35M
3
Northern Trust
Northern Trust
Illinois
+$1.55M
4
AIM
Allen Investment Management
New York
+$338K
5
Nomura Holdings
Nomura Holdings
Japan
+$281K

Top Sellers

Rank Fund Capital Flow
1
MCP
Moab Capital Partners
New York
-$3.8M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.98M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$1.79M
4
Norges Bank
Norges Bank
Norway
-$1.48M
5
Prudential Financial
Prudential Financial
New Jersey
-$955K
Name Holding Trade Value Shares
Change 		Change in
Stake
GSC
76
Ground Swell Capital
South Carolina
$11K +$6.54K +552 +134%
JIR
77
James Investment Research
Ohio
$10K – – –
Teacher Retirement System of Texas
78
Teacher Retirement System of Texas
Texas
$9K -$261 -22 -3%
BlackRock
79
BlackRock
New York
$9K – – –
WT
80
Whittier Trust
California
$9K – – –
DA
81
Denali Advisors
California
$5K +$3.12K +263 +125%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$172 +$3.63K +306 +2%
MCP
83
Moab Capital Partners
New York
– -$3.8M -328,354 Closed
T. Rowe Price Associates
84
T. Rowe Price Associates
Maryland
– -$627K -54,262 Closed
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
– -$396K -34,285 Closed
GC
86
Globeflex Capital
California
– -$364K -31,514 Closed
CS
87
Credit Suisse
Switzerland
– -$311K -26,870 Closed
PI
88
Putnam Investments
Massachusetts
– -$220K -19,053 Closed
KBC Group
89
KBC Group
Belgium
– -$40K -3,467 Closed
VFA
90
Virtus Fund Advisers
Connecticut
– -$21K -1,816 Closed
Creative Planning
91
Creative Planning
Kansas
– -$10K -845 Closed
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
– -$6K -525 Closed
1 2 3
4

NC Hedge Fund Activity: Q3 2014 in Review

82 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2014, worth a combined $185M — down 5.8% from $196M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NC and 3 opened new positions — a net loss of 8 holders — while 36 trimmed existing stakes and 20 added.

The largest buyer was Artisan Partners, adding an estimated $5.47M. The largest seller was Moab Capital Partners, exiting entirely with an estimated $3.8M sold.

  • 82 institutional investors held NACCO Industries (NC) as of Q3 2014, down from 90 in Q2 2014.
  • Funds reported $185M of NACCO Industries stock for Q3 2014, down 5.8% quarter-over-quarter.
  • 3 funds opened new NACCO Industries positions in Q3 2014 and 11 closed out, a net change of -8 holders.
  • The largest NACCO Industries buyer in Q3 2014 was Artisan Partners, an estimated $5.47M added.
  • The largest NACCO Industries seller in Q3 2014 was Moab Capital Partners, an estimated $3.8M sold.

Based on aggregated 13F filings for Q3 2014.