NACCO Industries
74 hedge funds and large institutions have $141M invested in NACCO Industries in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
14.49% more ownership
Funds ownership: 263.28% → 277.77% (+14%)
3% more funds holding
Funds holding: 72 → 74 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 25
8% less capital invested
Capital invested by funds: $154M → $141M (-$13M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$12.1M |
| 2 |
JP Morgan Chase
New York
|
+$1.29M |
| 3 |
CFMC
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
+$778K |
| 4 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
+$756K |
| 5 |
Morgan Stanley
New York
|
+$755K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$2.61M |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$2.28M |
| 3 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
-$1.85M |
| 4 |
JIR
James Investment Research
Alpha,
Ohio
|
-$1.59M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$1.16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
AllianceBernstein
Nashville,
Tennessee
| – | -$209K | -19,259 | Closed |
|
|
MLICM
77
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$161K | -14,860 | Closed |
|
78
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$3K | -241 | Closed |
|
79
Barclays
London,
United Kingdom
| – | -$1K | -92 | Closed |
|
NC Hedge Fund Activity: Q4 2015 in Review
74 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2015, worth a combined $141M — down 8.4% from $154M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new NC positions and 5 closed out — a net gain of 2 holders — while 25 added to existing stakes and 25 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $12.1M. The largest seller was LSV Asset Management, cutting an estimated $2.61M.
- 74 institutional investors held NACCO Industries (NC) as of Q4 2015, up from 72 in Q3 2015.
- Funds reported $141M of NACCO Industries stock for Q4 2015, down 8.4% quarter-over-quarter.
- 7 funds opened new NACCO Industries positions in Q4 2015 and 5 closed out, a net change of +2 holders.
- The largest NACCO Industries buyer in Q4 2015 was PNC Financial Services Group, an estimated $12.1M added.
- The largest NACCO Industries seller in Q4 2015 was LSV Asset Management, an estimated $2.61M sold.
Based on aggregated 13F filings for Q4 2015.