NACCO Industries
72 hedge funds and large institutions have $154M invested in NACCO Industries in 2015 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 11 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 24
8.77% less ownership
Funds ownership: 272.05% → 263.28% (-8.8%)
13% less funds holding
Funds holding: 83 → 72 (-11)
26% less capital invested
Capital invested by funds: $207M → $154M (-$53.3M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$2.08M |
| 2 |
JIR
James Investment Research
Alpha,
Ohio
|
+$1.95M |
| 3 |
Renaissance Technologies
New York
|
+$888K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$632K |
| 5 |
KAM
Keeley Asset Management
Chicago,
Illinois
|
+$599K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$7.15M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$4.32M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$836K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$699K |
| 5 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$617K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Millennium Management
New York
| – | -$286K | -20,572 | Closed |
|
|
HHC
77
Hutchin Hill Capital
New York
| – | -$279K | -20,134 | Closed |
|
|
CL
78
CSS LLC
Chicago,
Illinois
| – | -$244K | -17,543 | Closed |
|
|
BGIM
79
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| – | -$219K | -15,757 | Closed |
|
80
Daiwa Securities Group
Tokyo,
Japan
| – | -$18K | -1,313 | Closed |
|
81
Walleye Trading
New York
| – | -$12K | -875 | Closed |
|
|
AGM
82
Alpine Global Management
New York
| – | -$2K | -123 | Closed |
|
|
GT
83
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$1K | -92 | Closed |
|
NC Hedge Fund Activity: Q3 2015 in Review
72 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2015, worth a combined $154M — down 26% from $207M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of NC and 0 opened new positions — a net loss of 11 holders — while 24 trimmed existing stakes and 23 added.
The largest buyer was TFS Capital, adding an estimated $2.08M. The largest seller was Northern Trust, cutting an estimated $7.15M.
- 72 institutional investors held NACCO Industries (NC) as of Q3 2015, down from 83 in Q2 2015.
- Funds reported $154M of NACCO Industries stock for Q3 2015, down 26% quarter-over-quarter.
- 0 funds opened new NACCO Industries positions in Q3 2015 and 11 closed out, a net change of -11 holders.
- The largest NACCO Industries buyer in Q3 2015 was TFS Capital, an estimated $2.08M added.
- The largest NACCO Industries seller in Q3 2015 was Northern Trust, an estimated $7.15M sold.
Based on aggregated 13F filings for Q3 2015.