NACCO Industries
73 hedge funds and large institutions have $144M invested in NACCO Industries in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
37% more capital invested
Capital invested by funds: $105M → $144M (+$38.5M)
1% more funds holding
Funds holding: 72 → 73 (+1)
0.29% more ownership
Funds ownership: 50.74% → 51.03% (+0.29%)
8% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.62M |
| 2 |
Renaissance Technologies
New York
|
+$1.33M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$957K |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$855K |
| 5 |
MSL
Mackay Shields LLC
New York
|
+$753K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$5.38M |
| 2 |
State Street
Boston,
Massachusetts
|
-$1.54M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.01M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$458K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$350K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CS
76
Credit Suisse
Zurich,
Switzerland
| – | -$231K | -6,070 | Closed |
|
77
Marshall Wace
London,
United Kingdom
| – | -$178K | -4,649 | Closed |
|
|
IRC
78
Investors Research Corp
Atlanta,
Georgia
| – | -$11K | -300 | Closed |
|
NC Hedge Fund Activity: Q2 2019 in Review
73 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2019, worth a combined $144M — up 37% from $105M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new NC positions and 5 closed out — a net gain of 6 holders — while 24 added to existing stakes and 26 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $6.62M. The largest seller was JP Morgan Chase, cutting an estimated $5.38M.
- 73 institutional investors held NACCO Industries (NC) as of Q2 2019, up from 72 in Q1 2019.
- Funds reported $144M of NACCO Industries stock for Q2 2019, up 37% quarter-over-quarter.
- 11 funds opened new NACCO Industries positions in Q2 2019 and 5 closed out, a net change of +6 holders.
- The largest NACCO Industries buyer in Q2 2019 was Fidelity Investments, an estimated $6.62M added.
- The largest NACCO Industries seller in Q2 2019 was JP Morgan Chase, an estimated $5.38M sold.
Based on aggregated 13F filings for Q2 2019.