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NACCO Industries
NC

95 hedge funds and large institutions have $318M invested in NACCO Industries in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $245M → $318M (+$73.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 97 → 95 (-2)

6.5% less ownership

Funds ownership: 301.65% → 295.15% (-6.5%)

11% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 38

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
34
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$1.59M
2
JIR
James Investment Research
Ohio
+$1.4M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.33M
4
CEP
Chicago Equity Partners
Illinois
+$1.26M
5
Morgan Stanley
Morgan Stanley
New York
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.59M
2
OCM
Oaktree Capital Management
California
-$5.55M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.96M
4
CFMC
Curbstone Financial Management Corp
New Hampshire
-$1.47M
5
ZIG
Zuckerman Investment Group
Illinois
-$562K
Name Holding Trade Value Shares
Change 		Change in
Stake
Legal & General Group
76
Legal & General Group
United Kingdom
$96K +$18.7K +980 +27%
LTFS
77
Ladenburg Thalmann Financial Services
Florida
$95K – – –
BlackRock
78
BlackRock
New York
$90K -$5.92K -311 -7%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$81K – – –
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$65.9K +$37.9K +1,991 +167%
Bank of America
81
Bank of America
North Carolina
$48K +$20.2K +1,059 +82%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$27K – – –
Canada Life
83
Canada Life
Manitoba, Canada
$26K – – –
BJ
84
BlackRock Japan
Japan
$17K +$15.3K +805 New
Federated Hermes
85
Federated Hermes
Pennsylvania
$15K -$5.92K -311 -30%
SEI Investments
86
SEI Investments
Pennsylvania
$15K +$1.83K +96 +15%
Barclays
87
Barclays
United Kingdom
$11K +$2K +105 +24%
Walleye Trading
88
Walleye Trading
New York
$9K -$66.7K -3,501 -89%
HNB
89
Huntington National Bank
Ohio
$9K – – –
WTC
90
WhitTier Trust Company
Nevada
$9K – – –
CCS
91
Crosspoint Capital Strategies
California
$8K +$6.92K +363 New
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$7K -$46.6K -2,446 -88%
WT
93
Whittier Trust
California
$7K – – –
AG
94
Advisor Group
Arizona
$5K – – –
IA
95
IFP Advisors
Florida
$5K – – –
Arrowstreet Capital
96
Arrowstreet Capital
Massachusetts
– -$1.96M -126,189 Closed
BPM
97
Bowling Portfolio Management
Ohio
– -$467K -30,105 Closed
BFM
98
Boothbay Fund Management
New York
– -$259K -16,672 Closed
Millennium Management
99
Millennium Management
New York
– -$245K -15,770 Closed
TC
100
TFS Capital
Pennsylvania
– -$224K -14,405 Closed
1 2 3
4
5

NC Hedge Fund Activity: Q4 2016 in Review

95 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2016, worth a combined $318M — up 30% from $245M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NC and 8 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 34 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $1.59M. The largest seller was Fidelity Investments, cutting an estimated $5.59M.

  • 95 institutional investors held NACCO Industries (NC) as of Q4 2016, down from 97 in Q3 2016.
  • Funds reported $318M of NACCO Industries stock for Q4 2016, up 30% quarter-over-quarter.
  • 8 funds opened new NACCO Industries positions in Q4 2016 and 9 closed out, a net change of -1 holder.
  • The largest NACCO Industries buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $1.59M added.
  • The largest NACCO Industries seller in Q4 2016 was Fidelity Investments, an estimated $5.59M sold.

Based on aggregated 13F filings for Q4 2016.