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NACCO Industries
NC

78 hedge funds and large institutions have $130M invested in NACCO Industries in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 1 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less funds holding

Funds holding: 87 → 78 (-9)

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

57% less capital invested

Capital invested by funds: $304M → $130M (-$173M)

98% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 64

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

231.2% less ownership

Funds ownership: 296.64% → 65.44% (-231%)

Holders
78
Holders Change
-9
Holders Change %
-10.34%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
1
Reduced
64
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$4.08M
2
American Century Companies
American Century Companies
Missouri
+$1.8M
3
IA
IndexIQ Advisors
New York
+$1.37M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$958K
5
GCP
GSA Capital Partners
United Kingdom
+$290K

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$73.4M
2
ZIG
Zuckerman Investment Group
Illinois
-$62.8M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$60.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$46.3M
5
BlackRock
BlackRock
New York
-$38.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$2K -$8.04K -200 -78%
AG
77
Advisor Group
Arizona
$2K -$6.79K -169 -77%
FMA
78
FNY Managed Accounts
New York
$1K +$1.57K +39 New
KTA
79
Keeley-Teton Advisors
Illinois
– -$2.71M -138,383 Closed
MAM
80
Martingale Asset Management
Massachusetts
– -$2.41M -123,007 Closed
BPM
81
Bowling Portfolio Management
Ohio
– -$1.44M -73,363 Closed
OSAM
82
O'Shaughnessy Asset Management
Connecticut
– -$1.15M -58,402 Closed
Bessemer Group
83
Bessemer Group
New Jersey
– -$772K -39,393 Closed
NFA
84
Nationwide Fund Advisors
Ohio
– -$602K -30,722 Closed
PP
85
Paloma Partners
Connecticut
– -$579K -29,532 Closed
Swiss National Bank
86
Swiss National Bank
Switzerland
– -$515K -26,262 Closed
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
– -$500K -25,500 Closed
Ohio Public Employees Retirement System (OPERS)
88
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$490K -25,001 Closed
AA
89
Ancora Advisors
Ohio
– -$439K -22,410 Closed
CS
90
Credit Suisse
Switzerland
– -$437K -22,279 Closed
Fuller & Thaler Asset Management
91
Fuller & Thaler Asset Management
California
– -$395K -20,134 Closed
MLICM
92
Metropolitan Life Insurance Company (MetLife)
New York
– -$276K -14,081 Closed
Citadel Advisors
93
Citadel Advisors
Florida
– -$273K -13,932 Closed
VOYA Investment Management
94
VOYA Investment Management
Georgia
– -$220K -11,209 Closed
Parallax Volatility Advisers
95
Parallax Volatility Advisers
California
– -$91K -4,662 Closed
Canada Life
96
Canada Life
Manitoba, Canada
– -$25K -1,234 Closed
IA
97
IFP Advisors
Florida
– -$13K -657 Closed
WTC
98
WhitTier Trust Company
Nevada
– -$9K -438 Closed
MAM
99
Meeder Asset Management
Ohio
– -$1K -48 Closed
UBS AM
100
UBS AM
Illinois
– -$858 -44 Closed
1 2 3
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NC Hedge Fund Activity: Q4 2017 in Review

78 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2017, worth a combined $130M — down 57% from $304M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of NC and 13 opened new positions — a net loss of 9 holders — while 64 trimmed existing stakes and 1 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $4.08M. The largest seller was PNC Financial Services Group, cutting an estimated $73.4M.

  • 78 institutional investors held NACCO Industries (NC) as of Q4 2017, down from 87 in Q3 2017.
  • Funds reported $130M of NACCO Industries stock for Q4 2017, down 57% quarter-over-quarter.
  • 13 funds opened new NACCO Industries positions in Q4 2017 and 22 closed out, a net change of -9 holders.
  • The largest NACCO Industries buyer in Q4 2017 was Millennium Management, an estimated $4.08M added.
  • The largest NACCO Industries seller in Q4 2017 was PNC Financial Services Group, an estimated $73.4M sold.

Based on aggregated 13F filings for Q4 2017.