NACCO Industries
87 hedge funds and large institutions have $199M invested in NACCO Industries in 2016 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 5 closing their positions.
260% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 5
42% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 24
41% more capital invested
Capital invested by funds: $141M → $199M (+$58.4M)
18% more funds holding
Funds holding: 74 → 87 (+13)
11.22% more ownership
Funds ownership: 277.77% → 288.99% (+11%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
+$7.5M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$3.64M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$1.35M |
| 4 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
+$1.22M |
| 5 |
Millennium Management
New York
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$4.73M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$2.97M |
| 3 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
-$2.75M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.54M |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$709K |
NC Hedge Fund Activity: Q1 2016 in Review
87 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q1 2016, worth a combined $199M — up 41% from $141M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new NC positions and 5 closed out — a net gain of 13 holders — while 34 added to existing stakes and 24 trimmed.
The largest buyer was Oaktree Capital Management, opening a new position worth an estimated $7.5M. The largest seller was Artisan Partners, cutting an estimated $4.73M.
- 87 institutional investors held NACCO Industries (NC) as of Q1 2016, up from 74 in Q4 2015.
- Funds reported $199M of NACCO Industries stock for Q1 2016, up 41% quarter-over-quarter.
- 18 funds opened new NACCO Industries positions in Q1 2016 and 5 closed out, a net change of +13 holders.
- The largest NACCO Industries buyer in Q1 2016 was Oaktree Capital Management, an estimated $7.5M added.
- The largest NACCO Industries seller in Q1 2016 was Artisan Partners, an estimated $4.73M sold.
Based on aggregated 13F filings for Q1 2016.