NACCO Industries
72 hedge funds and large institutions have $105M invested in NACCO Industries in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
6% more funds holding
Funds holding: 68 → 72 (+4)
3% less capital invested
Capital invested by funds: $108M → $105M (-$3.19M)
8.75% less ownership
Funds ownership: 59.49% → 50.74% (-8.8%)
20% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$1.24M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.07M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$512K |
| 4 |
ZIM
ZPR Investment Management
Orange City,
Florida
|
+$438K |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$378K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$15.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.05M |
| 3 |
State Street
Boston,
Massachusetts
|
-$724K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$699K |
| 5 |
JP Morgan Chase
New York
|
-$677K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RQS
76
Ramsey Quantitative Systems
Louisville,
Kentucky
| – | -$55K | -1,627 | Closed |
|
77
Parallax Volatility Advisers
San Francisco,
California
| – | -$48K | -1,410 | Closed |
|
NC Hedge Fund Activity: Q1 2019 in Review
72 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q1 2019, worth a combined $105M — down 2.9% from $108M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new NC positions and 5 closed out — a net gain of 4 holders — while 20 added to existing stakes and 25 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $1.24M. The largest seller was PNC Financial Services Group, cutting an estimated $15.3M.
- 72 institutional investors held NACCO Industries (NC) as of Q1 2019, up from 68 in Q4 2018.
- Funds reported $105M of NACCO Industries stock for Q1 2019, down 2.9% quarter-over-quarter.
- 9 funds opened new NACCO Industries positions in Q1 2019 and 5 closed out, a net change of +4 holders.
- The largest NACCO Industries buyer in Q1 2019 was Renaissance Technologies, an estimated $1.24M added.
- The largest NACCO Industries seller in Q1 2019 was PNC Financial Services Group, an estimated $15.3M sold.
Based on aggregated 13F filings for Q1 2019.