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NACCO Industries
NC

83 hedge funds and large institutions have $207M invested in NACCO Industries in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

12% more capital invested

Capital invested by funds: $185M → $207M (+$22.5M)

9% more funds holding

Funds holding: 76 → 83 (+7)

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

0.19% more ownership

Funds ownership: 271.87% → 272.05% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
27
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$5.59M
2
TC
TFS Capital
Pennsylvania
+$1.81M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.48M
4
ZIG
Zuckerman Investment Group
Illinois
+$901K
5
BIM
Bogle Investment Management
Massachusetts
+$569K

Top Sellers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
-$8.7M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$1.55M
3
Artisan Partners
Artisan Partners
Wisconsin
-$1.5M
4
BFA
BlackRock Fund Advisors
California
-$983K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$805K
Name Holding Trade Value Shares
Change 		Change in
Stake
BG
76
BlackRock Group
United Kingdom
$10K – – –
Teacher Retirement System of Texas
77
Teacher Retirement System of Texas
Texas
$10K +$2.07K +162 +28%
JIR
78
James Investment Research
Ohio
$8K +$7.44K +582 New
HNB
79
Huntington National Bank
Ohio
$6K – – –
AGM
80
Alpine Global Management
New York
$2K +$1.57K +123 New
Federated Hermes
81
Federated Hermes
Pennsylvania
$1K +$793 +62 +238%
GT
82
Glenmede Trust
Pennsylvania
$1K +$1.18K +92 New
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$200 -$15.7K -1,225 -8%
Barrow, Hanley, Mewhinney & Strauss
84
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$1.55M -128,097 Closed
QI
85
QS Investors
New York
– -$649K -53,623 Closed
SO
86
STRS Ohio
Ohio
– -$435K -35,953 Closed
RFC
87
Russell Frank Company
Washington
– -$397K -32,810 Closed
Acadian Asset Management
88
Acadian Asset Management
Massachusetts
– -$349K -28,849 Closed
Jacobs Levy Equity Management
89
Jacobs Levy Equity Management
New Jersey
– -$335K -27,663 Closed
DA
90
Denali Advisors
California
– -$6K -473 Closed
1 2 3
4

NC Hedge Fund Activity: Q2 2015 in Review

83 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2015, worth a combined $207M — up 12% from $185M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NC positions and 7 closed out — a net gain of 7 holders — while 27 added to existing stakes and 26 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $5.59M. The largest seller was LSV Asset Management, cutting an estimated $8.7M.

  • 83 institutional investors held NACCO Industries (NC) as of Q2 2015, up from 76 in Q1 2015.
  • Funds reported $207M of NACCO Industries stock for Q2 2015, up 12% quarter-over-quarter.
  • 14 funds opened new NACCO Industries positions in Q2 2015 and 7 closed out, a net change of +7 holders.
  • The largest NACCO Industries buyer in Q2 2015 was JP Morgan Chase, an estimated $5.59M added.
  • The largest NACCO Industries seller in Q2 2015 was LSV Asset Management, an estimated $8.7M sold.

Based on aggregated 13F filings for Q2 2015.