NACCO Industries
75 hedge funds and large institutions have $113M invested in NACCO Industries in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
1% more funds holding
Funds holding: 74 → 75 (+1)
2% more capital invested
Capital invested by funds: $110M → $113M (+$2.66M)
0.32% less ownership
Funds ownership: 62.73% → 62.41% (-0.32%)
4% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$1.4M |
| 2 |
BPM
Bowling Portfolio Management
Cincinnati,
Ohio
|
+$890K |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$754K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$577K |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
+$431K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.29M |
| 2 |
Morgan Stanley
New York
|
-$878K |
| 3 |
JIR
James Investment Research
Alpha,
Ohio
|
-$723K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$513K |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$483K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$513K | -15,631 | Closed |
|
|
77
Russell Investments Group
London,
United Kingdom
| – | -$483K | -14,694 | Closed |
|
78
Goldman Sachs
New York
| – | -$255K | -7,774 | Closed |
|
79
Envestnet Asset Management
Chicago,
Illinois
| – | -$2K | -58 | Closed |
|
|
JA
80
JOYN Advisors
Atlanta,
Georgia
| – | -$1K | -21 | Closed |
|
|
RCAG
81
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$1K | -20 | Closed |
|
NC Hedge Fund Activity: Q2 2018 in Review
75 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2018, worth a combined $113M — up 2.4% from $110M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new NC positions and 6 closed out — a net gain of 1 holder — while 24 added to existing stakes and 25 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $1.4M. The largest seller was Acadian Asset Management, cutting an estimated $1.29M.
- 75 institutional investors held NACCO Industries (NC) as of Q2 2018, up from 74 in Q1 2018.
- Funds reported $113M of NACCO Industries stock for Q2 2018, up 2.4% quarter-over-quarter.
- 7 funds opened new NACCO Industries positions in Q2 2018 and 6 closed out, a net change of +1 holder.
- The largest NACCO Industries buyer in Q2 2018 was Renaissance Technologies, an estimated $1.4M added.
- The largest NACCO Industries seller in Q2 2018 was Acadian Asset Management, an estimated $1.29M sold.
Based on aggregated 13F filings for Q2 2018.