NACCO Industries
80 hedge funds and large institutions have $208M invested in NACCO Industries in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 30 reducing their positions, and 8 closing their positions.
13% more capital invested
Capital invested by funds: $185M → $208M (+$23.4M)
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.87% less ownership
Funds ownership: 268.99% → 268.12% (-0.87%)
2% less funds holding
Funds holding: 82 → 80 (-2)
37% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
+$1.25M |
| 2 |
Two Sigma Investments
New York
|
+$647K |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$645K |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$540K |
| 5 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
+$344K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$3.9M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$1.89M |
| 3 |
JP Morgan Chase
New York
|
-$1.36M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$1.24M |
| 5 |
Goldman Sachs
New York
|
-$1.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
76
Tower Research Capital (TRC)
New York
| $6K | -$67K | -5,213 | -92% |
|
|
DA
77
Denali Advisors
San Diego,
California
| $6K | – | – | – |
|
|
HNB
78
Huntington National Bank
Columbus,
Ohio
| $6K | +$5.63K | +438 | New |
|
79
Federated Hermes
Pittsburgh,
Pennsylvania
| $6K | +$6.02K | +468 | New |
|
80
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $202 | -$3.88K | -302 | -2% |
|
|
81
Norges Bank
Oslo,
Norway
| – | -$3.9M | -343,279 | Closed |
|
|
82
Bessemer Group
Woodbridge,
New Jersey
| – | -$1.89M | -166,720 | Closed |
|
|
83
Goldman Sachs
New York
| – | -$1.06M | -93,523 | Closed |
|
84
Jacobs Levy Equity Management
Florham Park,
New Jersey
| – | -$308K | -27,137 | Closed |
|
85
Bank of America
Charlotte,
North Carolina
| – | -$95K | -8,386 | Closed |
|
|
AAM
86
Advisors Asset Management
Monument,
Colorado
| – | -$49K | -4,342 | Closed |
|
87
Ameriprise
Minneapolis,
Minnesota
| – | -$24K | -2,123 | Closed |
|
88
BNP Paribas Financial Markets
Paris,
France
| – | -$22.3K | -1,965 | Closed |
|
NC Hedge Fund Activity: Q4 2014 in Review
80 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2014, worth a combined $208M — up 13% from $185M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new NC positions and 8 closed out — a net gain of 1 holder — while 19 added to existing stakes and 30 trimmed.
The largest buyer was QS Investors, opening a new position worth an estimated $1.25M. The largest seller was Norges Bank, exiting entirely with an estimated $3.9M sold.
- 80 institutional investors held NACCO Industries (NC) as of Q4 2014, down from 82 in Q3 2014.
- Funds reported $208M of NACCO Industries stock for Q4 2014, up 13% quarter-over-quarter.
- 9 funds opened new NACCO Industries positions in Q4 2014 and 8 closed out, a net change of +1 holder.
- The largest NACCO Industries buyer in Q4 2014 was QS Investors, an estimated $1.25M added.
- The largest NACCO Industries seller in Q4 2014 was Norges Bank, an estimated $3.9M sold.
Based on aggregated 13F filings for Q4 2014.