NACCO Industries
77 hedge funds and large institutions have $182M invested in NACCO Industries in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
27% more capital invested
Capital invested by funds: $144M → $182M (+$38.6M)
5% more funds holding
Funds holding: 73 → 77 (+4)
1.59% more ownership
Funds ownership: 51.03% → 52.62% (+1.6%)
15% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.95M |
| 2 |
Renaissance Technologies
New York
|
+$1.05M |
| 3 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$852K |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
+$486K |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$368K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$5.45M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$647K |
| 3 |
BFM
Boothbay Fund Management
New York
|
-$642K |
| 4 |
ZIM
ZPR Investment Management
Orange City,
Florida
|
-$624K |
| 5 |
JP Morgan Chase
New York
|
-$310K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCA
76
Bray Capital Advisors
Naples,
Florida
| $3K | – | – | – |
|
77
Fidelity International
Hamilton,
Bermuda
| $2K | +$52 | +1 | +3% |
|
|
78
American Century Companies
Kansas City,
Missouri
| – | -$5.45M | -104,850 | Closed |
|
|
BFM
79
Boothbay Fund Management
New York
| – | -$642K | -12,367 | Closed |
|
|
NFG
80
Next Financial Group
Houston,
Texas
| – | -$94K | -1,812 | Closed |
|
|
AG
81
Aperio Group
Sausalito,
California
| – | -$71K | -1,365 | Closed |
|
82
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$5K | -96 | Closed |
|
|
PCP
83
Proficio Capital Partners
Newton,
Massachusetts
| – | -$3K | -53 | Closed |
|
NC Hedge Fund Activity: Q3 2019 in Review
77 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2019, worth a combined $182M — up 27% from $144M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new NC positions and 6 closed out — a net gain of 4 holders — while 22 added to existing stakes and 26 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $7.95M. The largest seller was American Century Companies, exiting entirely with an estimated $5.45M sold.
- 77 institutional investors held NACCO Industries (NC) as of Q3 2019, up from 73 in Q2 2019.
- Funds reported $182M of NACCO Industries stock for Q3 2019, up 27% quarter-over-quarter.
- 10 funds opened new NACCO Industries positions in Q3 2019 and 6 closed out, a net change of +4 holders.
- The largest NACCO Industries buyer in Q3 2019 was Fidelity Investments, an estimated $7.95M added.
- The largest NACCO Industries seller in Q3 2019 was American Century Companies, an estimated $5.45M sold.
Based on aggregated 13F filings for Q3 2019.